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kyourza80

kyourza80
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View kyourza80's StockTalks BY TICKER:
ABC, C, CAP, COH, D, DIS, E, EMC, EXPR, F, H, INTC, JWN, L, LLY, MWW, NFLX, R, RL, S, STEC, TGT, VZ, WMT, XLY
  • kyourza80
    S&P Year Return By Sectors: Equal Weight Or Market Weight? http://seekingalpha.com/p/1iegr
    12/31/13
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      • kyourza80
        BiWinning With NFLX June18@195 P while long delta hedged!
        3/10/11
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          • kyourza80
            Looking to build on some financial position in this downturn: Long C, short Energy
            2/24/11
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              • kyourza80
                Trade up effect of 2011? Betting on consumer to trade up again back to $WMT up to $TGT. Long $COH, $RL, $JWN, etc...SHORT $XLY(spread trade)
                12/23/10
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                  • kyourza80
                    EXPRESS (EXPR): Closing 15.74 P/E: 18.14 P/S: 0.83 - Catalyst: fastest climber on young women appereal survey, promising business model.
                    7/8/10
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                      • kyourza80
                        Cash is King was 2009, 2010 is Dividend is King. (Hi Quality, Lo Valuation, Hi DYld, Lo Payout) VZ, LLY,
                        6/24/10
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                          • kyourza80
                            COH- Fundemental value at 43, 12MTgt L/F/H - 35/47/53. Was at pretty fair valued but now it's sliding into a discount (buy at 38)
                            6/24/10
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                              • kyourza80
                                Coach - Fundemental value at 43, 12MTgt L/F/H - 35/47/53. Was at pretty fair valued but now it's sliding into a discount (buy at 38)
                                6/24/10
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                                  • kyourza80
                                    Jobs improvement is going to be a catalyst for a nice MWW growth
                                    5/7/10
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                                      • kyourza80
                                        Short DIS, Iger is overconfident serial buyer. New business lines doesn't complement with current businesses: ABC, ESPN, China NBA
                                        4/16/10
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                                          • kyourza80
                                            STEC: depending on EMC's quarter result and outlook (likely to be strong) will move STEC: over 50% Rev is from EMC: economically linked
                                            4/16/10
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                                              • kyourza80
                                                INTC: Strong R&D budget, first mover on CAP EX, historically high Profit Margin. Grossly ignored and undervalued by the market
                                                4/16/10
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