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 Timothy P     www.covestor.com/mbr/timothyp     Graphic_subscribe   

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    Community Rank: Sr. Analyst (467 pts)  |  Member since 06/24/2007
Dscf0246
Picks Performance:
Outperforms
77%
of community

All-time Return
+7.40%
(in 1 year)
Risk (SD)
Conservative
0.80%
Sharpe Ratio
4.25
Followers
41
Winning Picks
35 of 59
Total Views
5167


 Last Activity: Added MELI to bullish list on 05/23/08 

Current Stock List:
Symbol SP Sentiment Rating Return Since
MELI Positive -28.55% 05/23/08
AAPL Positive +20.30% 09/18/07
BIDU Positive +49.51% 08/31/07




Opinion & Analysis
Graphic_rating_buy Mercadolibre (MELI) in the mid to low 40s is worth..   about MELI   05/23/08
I re-purchased some at 42.91.

Graphic_rating_buy Apple is worth $235   about AAPL   05/15/08
Apple is worth $235 based on conservative estimates for fiscal year 2008 earnings. I expect they should make $5.24 easily, which is 33% more than 2007. They already have shown they can do this in the f...

Graphic_rating_buy Baidu’s Q1 2008 Earnings: Long-Term Positive   about BIDU   04/24/08
Baidu just met on EPS, which is disappointing. However, both on revenue and revenue guidance they beat hands down. In addition, Baidu is spending money on projects (such as Baidu Japan, E-commerce, soc...

Graphic_rating_buy On Googles earnings beat and pessimism on it’s outl..   about GOOG   04/18/08
I think two major factors are at work here, in addition to Comscore's garbage analysis. The first is people are way too US centric when it comes to earnings given the global reach of companies like G...

Graphic_rating_buy Apple's stock roadmap   about AAPL   04/17/08
I expect Apple’s earnings to be better than expected but for guidance to be lower than expected partly due to an expected lull in sales for the iPhone in anticipation of 3g as well as caution ...



Blog Posts

Article on me in Toronto’s Globe and Mail 08/16/08   —  The online version is here: www.theglobeandmail.com/ ...
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“Six Reasons To Buy China Soon” 08/13/08   —  It’s a good read. ...
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Apple is worth $235 05/15/08   —  Apple is worth $235 based on conservative estimates for fiscal year 2008 earnings. I expect they should make $5.24 easily, which is 33% more than 2007. They already have shown they can do this in the first quarter of this year. I don’t see any downside catalysts other than perhaps some profit taking ...
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The Case For Owning Gold 05/12/08   —  Why gold should continue to go up. link ...
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Book: Tomorrow’s Gold: Asia’s Age of Discovery by Marc Faber 05/12/08   —  Must read for any investor. link ...
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Scott Christy
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More about Timothy P

Investment Style:
Aggressive  [?]

Avg exp holding time:
89.08 days


Website:
www.covestor.com/mbr/timothyp

About Me:
I am a college student and former entrepreneur and I manage investments for friends and family. I've ... more


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