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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
79%
of community

What's this?
All-time Return
+3.70%
(in 1 year) 		Risk (SD)
Conservative
0.74% 		Sharpe Ratio
-0.4
Followers
41 		Winning Picks
33 of 59 		Total Views
7341


Timothy P's Blog Posts
Graphic_arrow1 Visit Blog:   Timothy Pereira


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 dont 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: Tomorrows Gold: Asias Age of Discovery by Marc Faber 05/12/08   —  Must read for any investor. link ...
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Great interview on Economic Moats, etc. 05/12/08   —  Interview with Pat Dorsey, head of equity research at Morningstar. link ...
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My Returns 05/11/08   —  ...
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Baidus Q1 2008 Earnings: Long-Term Positive 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, social networking, wikis, radio and TV advertising, etc.) that will pay off later. Baidu can’t ma...
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On Googles earnings beat and pessimism on its outlook 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 Google coupled with the decline in the dollar and strength in emerging markets. The second is peo...
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Apples stock roadmap 04/17/08   —  I expect Apples 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 with regard to the economy. Apple should get up to 170 prior to earnings and then possibly go lower toward 15...
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MELI   Gold says to buy growth stocks (for now) 02/18/08   —  Growth stocks are cheap. Some examples include Apple trading at 25 times 2008 earnings, Mercadolibre trading at 65 times while growing its bottom line north of 100%, and Baidu trading at 64 times while growing at 80%. The reason growth stocks are cheap is (obviously because of the risks to growth, wh...
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MELI   GFA   Why are Brazilian stocks so cheap? 02/16/08   —  I’m relatively new to investing (6 years) but it seems to me that Brazilian stocks are way too cheap. I know that Brazil and Latin America in general have a reputation for big booms and even bigger busts so I can see why there would be a risk premium but the Brazilian economy is still getting s...
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EPS   My analysis on Mercadolibre was wrong: theyll earn at least 9 cents 02/16/08   —  Brad has pointed out that my analysis was wrong. I didn’t take into account that other expenses from Q3 2007 included expenses from the exercising of warrants which will not be recurring. This means Mercadolibre should earn at least 0.09 EPS for Q4. I’ll provide a more detailed explanatio...
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Its better to know how to invest than to save 02/16/08   —  I you started with $5,000 and got an annualized return of 25%, in 25 years you would have roughly $500,000 . If you got a return of 10% you would have about $50,000. If you expect to get a return of 10% but want to have $500,000 in 25 years, you would need to save $5,000every year for those 25 years...
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Cramer on his style of investing 02/16/08   —  link Interesting ...
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H   Study: Ethanol May Add to Global Warming 02/08/08   —  By H. JOSEF HEBERT 20 hours ago WASHINGTON (AP) The widespread use of ethanol from corn could result in nearly twice the greenhouse gas emissions as the gasoline it would replace because of expected land-use changes, researchers concluded Thursday. The study challenges the rush to biofuels as ...
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EPS   MELI   MercadoLibres EPS for Q4- Revisited 02/08/08   —  Now that I have the weighted-average-shares issue mostly dealt with, I’m going to complete my earnings per share calculation. I’m going to slightly adjust my numbers to be more aggressive here. If this is a mistake we’ll see for sure soon enough. Perhaps I’m just too stubb...
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More about Timothy P

Investment Style:
Aggressive  [?]

Avg exp holding time:
93.39 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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