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guliamo www.marketguru.com/Guliamo

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Community Rank: Sr. Analyst (499 pts) | Member since 08/27/2006

Picks Performance:

Outperforms

47%

of community

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All-time Return +22.09% (in over 6 years)	Risk (SD) Aggressive 0.00%	Sharpe Ratio -16.59
Followers 221	Winning Picks 14 of 27	Total Views 60716

Overview

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Last Activity: Added VMW to bullish list on 06/28/08

Current Stock List:

Symbol	Return	Since
VMW	+39.49%	06/28/08
ADBE	+2.20%	06/25/08
AMD	-45.30%	06/22/08
AMED	-73.49%	06/21/08
ATW	+1.03%	06/15/08
BHP	-32.28%	05/15/08
RYN	+20.56%	05/11/08
CHK	-60.36%	05/05/08
WFR	n/a	04/09/08
CMI	+92.90%	09/15/07

All-time Sectors of Interest

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Opinion & Analysis

Now's the time to buy VMW about VMW 06/28/08
VMW is down 13% today because of Microsoft's launch of a competing software... Remember, this is Microsoft. A company that stole a few lines of code back in 1982 and cornered the young market on PC ...

Adobe... especially these days.. about ADBE 06/25/08
I bought some ADBE on April 28th and though the market has slid some more since then, I'm up 11% on this holding. This is proof that there is no alternative to value investing. Adobe is a jewel o...

AMD has been violently slashed about AMD 06/22/08
Now there is a good reason for the price slash.. management has performed miserably.. but a loss of 80% to share value is an over shoot. This is still a market of two players (AMD and Intel) and AMD is

Buying AMED about AMED 06/21/08
These guys are on a shopping spree, buying out lots of old age homes... there is a great advantage to size in this industry and AMED are implementing the right strategy. besides good management t...

Buying atwood about ATW 06/15/08
While energy stocks are going through the roof and energy producers having a ball, Atwood Oceanic is my recommendation for a great stock to compliment your energy position. During the gold rush days...

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Discussions

A great boost from Google 10/23/08
There's been a big discussion over Internet advertising and the impact a bad economy would have on it. up until recently, the answer to this wasn't clear, primarily because we haven't experienced a bad economy since the birth of the web. On one hand, there were people who thought that when the economy is weak ad spending will go down across the board, hurting Internet properties along with tra...

Are we having fun yet? 10/08/08
Hi guys, Wanted to hear your take on a couple of companies: Google (GOOG) and WFR are on my radar - could there be a better buying opportunity for these two? WFR is down 61.3% for the year.. yet (and correct me if I'm wrong) nothing material has changed in the companies business. I know everyone is licking their wounds, but it smells like the smart people are starting to buy.. Your thought...

Re: Bullish on CROX ... 10/07/08
I think CROX has bigger problems.. the shoe is going out of style and they haven't managed to establish a good product line. I expect sales t drop.

AMD - comeback in the making 10/07/08
Great post by Arawak. Mind you, this was BEFORE AMD's 16% hike today. Cheers. AMD - comeback in the making Started 23 hours ago (By arawak) Symbols: INTC, NVDA, ATI, AMD While we stare in horror at the global markets falling right through the floor, I thought I would post something a little more specific and, dare I say, off topic. I have held AMD from about $6 down to its cu...

Market Bottom - or prelude to a crash? (by DirtyHarry) 10/04/08
As I've posted before, I use VectorVest to find a lot of my picks. There is a market timing tool that has several metrics that are useful in calling the bottom. As of today, the figures have perhaps the best numbers to call a market low in over FIVE YEARS. On 9/17 we also had low figures that suggested an interim low. We did get a healthy rally the next day. The problem with this market is the ...

Re: Are you a buyer? 10/04/08
Google looks delicious.. but not quite yet..

Market Bottom - or prelude to a crash? 10/04/08
As I've posted before, I use VectorVest to find a lot of my picks. There is a market timing tool that has several metrics that are useful in calling the bottom. As of today, the figures have perhaps the best numbers to call a market low in over FIVE YEARS. On 9/17 we also had low figures that suggested an interim low. We did get a healthy rally the next day. The problem with this market is the ...

ABB revisited 08/19/08
I've owned ABB for several years and would like to reiterate some points in it's merit considering the last 3 months where the stock plunged 25%.. ABB provides power and automation technologies to utility and industry customers worldwide. In simple terms these guys build huge turbines and power plants. If Toyota is building a new Robotic plant - ABB will build the robots. Despite the rece...

The quite surprise.. 08/14/08
I've owned Adobe for many years. I always figured this was a sweet company to hold. At the time I read an article about how Adobe was voted one of the top 10 companies to work for.. It was around the time they had purchased Macro Media.. They don't make too much noise, but darn - those guys have a nice business over there. With 3 practical monopolies in Electronic documents (PDF), Graphic de...

looking mighty fine.. 07/29/08
Amedisys Inc (AMED), a provider of home health care and hospice services, posted second-quarter results that beat market estimates and said its integration of TLC Health Care Services was ahead of schedule.
Net service revenue rose about 85 percent to $312.7 million.
As I have written before I simply love this company - it has all the makings of a fantastic growth story - here's why:

People Following guliamo ...

N.X. Rodser

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41%

Don Synstelien

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Ipegil

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4 %

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Henry Blodget

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noshoes

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guliamo

Sr. Analyst

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More about guliamo

Avg exp holding time:
1217.86 days

Age:
30's

Occupation:
New age revolutionary

Website:
www.marketguru.com/Guliamo

About Me:

All about putting the power back in the hands of people and out of the hands of corporate machines.

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