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 Victor     Graphic_subscribe   

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    Community Rank: Associate (838 pts)  |  Member since 01/05/2007
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Picks Performance:
Outperforms
41%
of community

What's this?
All-time Return
-15.60%
(in over 2 years) 		Risk (SD)
Aggressive
0.00% 		Sharpe Ratio
-19.36
Followers
3 		Winning Picks
12 of 43 		Total Views
14358

Shared Picks   |   Personal Portfolio   |   Voted Picks   |   Commented On  

View:   Shared Picks (Quick) / (Detailed)   |    Personal Portfolio

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November 21

Bullish on ONT ...
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   Victor   11/21/07  

This pick is about: On2 Technologies Inc (ONT)
Rating:   Positive   $0.9003 (11/21/07)
Gain/Loss:   -34.32% in 745 days
4 pts


Just curious what will happen to this stock in a year


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   Victor   11/21/07  

This pick is about: Taiwan Semiconductor Manufacturing Company Ltd (TSM)
Rating:   Positive   $9.22 (11/21/07)
Gain/Loss:   +14.86% in 745 days
0 pt


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   Victor   11/21/07  

This pick is about: Automatic Data Processing Inc. (ADP)
Rating:   Positive   $45.43 (11/21/07)
Gain/Loss:   -4.93% in 745 days
0 pt


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   Victor   11/21/07  

This pick is about: Noble Corp. (NE)
Rating:   Positive   $49.6 (11/21/07)
Gain/Loss:   -19.80% in 745 days
0 pt


Bullish on ALL ...
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   Victor   11/21/07  

This pick is about: Allstate Corp. The (ALL)
Rating:   Positive   $49.14 (11/21/07)
Gain/Loss:   -42.67% in 745 days
1 pt


Great dividend paying stock


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   Victor   11/21/07  

This pick is about: E*Trade Financial Corp (ETFC)
Rating:   Positive   $4.0587 (11/21/07)
Gain/Loss:   -58.61% in 745 days
0 pt


August 30

PG - listening to Warren Buffett
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   Victor   08/30/07  

This pick is about: The Procter & Gamble Company (PG)
Rating:   Positive   $64.97 (08/30/07)
Gain/Loss:   -3.71% in 828 days
Target:   $75.00 (+15.44%) in > one year
6 pts


About

The Procter & Gamble Company (P&G) is focused on providing branded consumer goods products. The Company is organized into three global business units: Beauty and Health; Household Care, and Gillette GBU. Its products are sold in over 180 countries around the world primarily through mass merchandisers, grocery stores, membership club stores and drug stores. The Company owns or has licenses under patents and registered trademarks, which are used in connection with its activity in all businesses. Some of these patents or licenses cover product formulation and processes used to manufacture its products. P&G created new categories with new brands, such as Febreze, Swiffer, Kandoo, Prilosec OTC and ThermaCare. In September 2006, the Company's Sure brand (an antiperspirant and deodorant brand) was acquired by Innovative Brands, LLC. In January 2007, P&G acquired HDS Cosmetics Lab Inc., which manufactures and markets Doctor's Dermatologic Formula (DDF) skin care.

Price I am buying at is slightly below fair value of $65.70.

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Related posts:   Bullish on PG ...


SBUX - Value investment
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   Victor   08/30/07  

This pick is about: Starbucks Corp (SBUX)
Rating:   Positive   $27.44 (08/30/07)
Gain/Loss:   -23.03% in 828 days
Target:   $40.00 (+45.77%) in > one year
6 pts


About

Starbucks Corporation (Starbucks) purchases and roasts whole bean coffees and sells them, along with fresh, rich-brewed coffees, Italian-style espresso beverages, cold blended beverages, various complementary food items, coffee-related accessories and equipment, a selection of premium teas and a line of compact discs, primarily through Company-operated retail stores. Starbucks also sells coffee and tea products and licenses its trademark through other channels and, through certain of its equity investees, Starbucks produces and sells ready-to-drink beverages which include, among others, bottled Frappuccino coffee drinks and Starbucks DoubleShot espresso drinks, and a line of superpremium ice creams. All channels outside the Company-operated retail stores are collectively known as Specialty Operations. Starbucks has three operating segments: United States, International and Global Consumer Products Group, each of which includes Company-operated retail stores and Specialty Operations.

Fair value according to S&P: $30.60

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Morgan Stanley - Value investment
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   Victor   08/30/07  

This pick is about: Morgan Stanley (MS)
Rating:   Positive   $60.85 (08/30/07)
Gain/Loss:   -50.37% in 828 days
Target:   $72.00 (+18.32%) in > one year
6 pts


About Morgan Stanley

Morgan Stanley is a global financial services firm that, through its subsidiaries and affiliates, provides its products and services to customers, including corporations, governments, financial institutions and individuals. It operates in four business segments: Institutional Securities, Global Wealth Management Group, Asset Management and Discover. On December 21, 2006, Morgan Stanley acquired CityMortgage Bank, a mortgage bank that specializes in originating, servicing and securitizing residential mortgage loans in the Russian Federation. On December 4, 2006, it acquired Saxon Capital, Inc., a servicer and originator of residential mortgages, and FrontPoint Partners LLC, a provider of absolute return investment strategies. In April 2007, Morgan Stanley & Co., Incorporated and Morgan Stanley DW Inc. were merged into a single broker-dealer under the name Morgan Stanley & Co., Incorporated. In July 2007, Morgan Stanley's Morgan Stanley Real Estate acquired eight European Hilton hotels.

Fair Value according to S&P: 65.40


August 23

DNA - buy below fair value of $74.90
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   Victor   08/23/07  

This pick is about: Genentech Inc (DNA)
Rating:   Positive   $73.7 (08/23/07)
Gain/Loss:   +9.13% in 835 days
Target:   $78.00 (+5.83%) in Six months
6 pts


About

Genentech, Inc. (Genentech) is a biotechnology company that discovers, develops, manufactures and commercializes biotherapeutics for unmet medical needs. The Company manufactures and commercializes multiple biotechnology products, and receives royalties from companies that are licensed to market products based on its technology. Genentech commercializes various products in the United States, including Avastin, Rituxan, Herceptin, Lucentis, Xolair, Tarceva, Nutropin, Activase, TNKase, Cathflo Activase, Pulmozyme and Raptiva. The Company’s licensed products include Trastuzumab, Rituximab, Bevacizumab, Dornase alfa, recombinant, Alteplase and Tenecteplase, Somatropin, Etanercept, D2E7/adalimumab, Infliximab, Cetuximab and Antihemophilic factor, recombinant. On December 8, 2006, Lonza Group AG acquired Genentech's mid-scale mammalian biopharmaceutical production plant in Porrino, Spain.


AEO - speculation before holiday season
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   Victor   08/23/07  

This pick is about: AMERICAN EAGLE OUTFITTERS INC (AEO)
Rating:   Positive   $24.23 (08/23/07)
Gain/Loss:   -35.78% in 835 days
Target:   $29.00 (+19.69%) in > one year
7 pts


About

American Eagle Outfitters, Inc., a retailing company, engages in the design, marketing, and sale of clothing in the United States and Canada. The company offers jeans and graphic T-shirts, as well as accessories, outerwear, footwear, basics, and swimwear under American Eagle Outfitters, American Eagle, MARTIN + OSA, and AE brand names, primarily targeting 15 to 25 year-olds. It also provides dormwear and intimates, including bras, undies, camis, hoodies, robes, boxers, and sweats under the aerie' brand name. As of February 3, 2007, the company operated 906 American Eagle Outfitters stores and 5 MARTIN + OSA stores. American Eagle Outfitters also distributes its merchandise through its e-commerce operation (ae.com). The company was founded in 1972 and is headquartered in Warrendale, Pennsylvania.

Why a "BUY" rating

Adding "back to school" stock to the portfolio

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Related posts:   Bullish on AEO ...


Grow with GROW
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   Victor   08/23/07  

This pick is about: US Global Investors Inc (GROW)
Rating:   Positive   $21.94 (08/23/07)
Gain/Loss:   -37.65% in 835 days
Target:   $25.00 (+13.95%) in Six months
6 pts


About

U.S. Global Investors, Inc. (U.S. Global) is in the mutual fund management business. The Company engaged in the business of providing investment advisory and other services to U.S. Global Investors Funds (USGIF) and U.S. Global Accolade Funds (USGAF), both Massachusetts business trusts. USGIF and USGAF are investment companies offering shares of nine and four mutual funds, respectively, on a no-load basis. As part of the mutual fund management business, the Company provides: investment advisory services through its subsidiaries to institutions and other persons; transfer agency and record keeping services; mailing services, and distribution services, through its wholly owned brokers/dealers to mutual funds advised by the Company. U.S. Global formed companies to provide supplementary services to USGIF and USGAF, such as United Shareholder Services, Inc., A&B Mailers, Inc. and U.S. Global Brokerage, Inc. (USGB).


July 20

Bullish on LOW ...
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   Victor   07/20/07  

This pick is about: Lowe's Companies Inc. (LOW)
Rating:   Positive   $29.82 (07/20/07)
Gain/Loss:   -24.61% in 869 days
1 pt


Great entry opportunity at around $30.05

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Related posts:   Bullish on LOW ...


July 19

Bullish on PNRA ...
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   Victor   07/19/07  

This pick is about: Panera Bread Company (PNRA)
Rating:   Positive   $46.57 (07/19/07)
Gain/Loss:   +37.32% in 870 days
1 pt


Technically stock should go up from there and be around $49 by the end of the year.


July 12

BIDU - stock got ahead of itself
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   Victor   07/12/07  

This pick is about: Baiducom Inc ADS (BIDU)
Rating:   Negative   $206.48 (07/12/07)
Gain/Loss:   -107.23% in 877 days
Target:   $150.00 (-27.35%) in > one year
1 pt


Triple digit P/E makes me reconsider my position on the stock. It should either go down from there or underperform.


MC - Matsushita Electric Industrial (Panasonic)
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   Victor   07/12/07  

This pick is about: Matsushita Electric Industrial Co. Ltd. (MC)
Rating:   Positive   $19.18 (07/12/07)
Gain/Loss:   n/a in 877 days
Target:   $20.50 (+6.88%) in Six months
8 pts


About:

Matsushita Electric Industrial Co., Ltd. is a Japan-based manufacturing company engaged in the manufacture and sale of audio and video (AV) equipment, information and communications equipment, home appliances and components and devices, among others. The Company operates in six segments: audiovisual connection (AVC) networks, home appliances, components and devices, Matsushita Electric Works, Ltd. (MEW) and PanaHome, and Victory Company of Japan, Ltd. (JVC) and Others. The Company sells its products through sale subsidiaries and agencies, as well as to government offices and commercial-scale utility customers directly. As of March 31, 2007, Matsushita Electric Industrial has 652 consolidated subsidiaries.

Reasons to buy:

- Technical - on the rebound from year lows.
- Fundamental - comparetively low price-to-sales multiple. Stable price-to-earning multiple. Consensus that earning will grow.

Warning - I have a sympathy for this stock, as I read Matsushita Leadership book by John Kotter


July 11

Bank of America - poised for a bounce
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   Victor   07/11/07  

This pick is about: Bank of America Corp (BAC)
Rating:   Positive   $48.57 (07/11/07)
Gain/Loss:   -67.55% in 878 days
Target:   $55.00 (+13.24%) in Six months
7 pts


Fundamental Analysis   Technical Analysis  
About

Bank of America Corporation (Bank of America) is a bank holding company. Bank of America provides a range of banking and non-banking financial services and products through three business segments: Global Consumer and Small Business Banking, Global Corporate and Investment Banking, and Global Wealth and Investment Management. In December 2006, the Company sold its retail and commercial business in Hong Kong and Macau (Asia Commercial Banking business) to China Construction Bank. In October 2006, BentleyForbes, a commercial real estate investment and operations company, acquired Bank of America Plaza in Atlanta from CSC Associates, a partnership of Cousins Properties Incorporated and the Company. In September 2006, the Company sold its Brazilian operations. On January 1, 2006, Bank of America completed its merger with MBNA Corporation. In June 2007, the Company acquired the reverse mortgage business of Seattle Mortgage Company, an indirect subsidiary of Seattle Financial Group, Inc.

Why it is time to buy it:

From the technical standpoint stock is at it year lows.
From the fundamental standpoint:
- Earning are growing
- P/E is comparatively low


June 22

NXG - trying out CAPS
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   Victor   06/22/07  

This pick is about: Northgate Minerals Corp. (NXG)
Rating:   Positive   $3.03 (06/22/07)
Gain/Loss:   +12.87% in 897 days
Target:   $3.85 (+27.06%) in > one year
Allocation:   48.8% of portfolio
6 pts


Technical Analysis  
Summary

Northgate Minerals Corporation (Northgate) is a gold and copper concentrate producer. Northgate owns and acquires properties, explores for precious and base metals. Northgate is in the business of mining and exploring for gold and copper, with a focus on opportunities in North and South America. The Company's principal asset is its 100% interest in the Kemess South open pit mine and its associated infrastructure and mineral rights (Kemess South) located in north-central British Columbia. The mineral rights cover an area of 34,735 hectares and are held as four Mining Leases covering the Kemess South (one lease) and Kemess North (three leases) deposits, 64 mineral claims surround the Mining Leases. One mineral claim (NOR 1) is held under an option agreement. In addition, Northgate focuses its exploration activities within its land position surrounding the Young-Davidson property in Ontario.

Reasons I am  buying now:

- Technically stock is near it lows for 2007
- Stock has 5 stars CAPS rating (Community based rating system)
- "2007 exploration program at Young-Davidson is off to an excellent start", per CEO
- my gut feeling, which is so far has 50/50 accuracy
- solid financial, attractive valuation, and expanding profit margins.


June 07

BRLC
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   Victor   06/07/07  

This pick is about: SyntaxBrillian Corp (BRLC)
Rating:   Positive   $6.06 (06/07/07)
Gain/Loss:   n/a in 912 days
Target:   $8.50 (+40.26%) in > one year
Allocation:   5.9% of portfolio
1 pt


See previous post


May 15

FCFS
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   Victor   05/15/07  

This pick is about: First Cash Financial Services Inc. (FCFS)
Rating:   Positive   $22.83 (05/15/07)
Gain/Loss:   -11.17% in 935 days
Target:   $26.00 (+13.89%) in Three months
Allocation:   14.9% of portfolio
1 pt


Adding some to my portfolio (sold AKMN, as I am waiting for a pull back to $.60)


 
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More about Victor

Investment Style:
Moderate  [?]

Avg exp holding time:
680.78 days

Age:
20's

Occupation:
Web Developer

Location:
Carmel, Indiana


About Me:
I need to read fool.com article: More Tips From Wall Street's Best: Merriman Curhan Ford & Co.




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