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 guliamo     www.marketguru.com/Guliamo     Graphic_subscribe   

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    Community Rank: Sr. Analyst (499 pts)  |  Member since 08/27/2006
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Picks Performance:
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What's this?
All-time Return
-4.12%
(in over 3 years) 		Risk (SD)
Aggressive
0.00% 		Sharpe Ratio
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219 		Winning Picks
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June 28

Now's the time to buy VMW
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   guliamo   06/28/08  

This pick is about: Vmware (VMW)
Rating:   Positive   $50.57 (06/28/08)
Gain/Loss:   -11.81% in 526 days
Target:   $60.00 (+18.65%) in > one year
7 pts


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 operating systems.
Microsoft haven't had a good product roll out since.
Big wig suites on wall street hear Microsoft and panic, but I think we should know better..
I'm NOT selling my VMW holdings, if anything I see this as a buying opportunity... let me guess what will happen next:
Bill gates will showcase the new software at CES and it will crash his OS...
Microsoft will offer it's "partners" the software for $200 a year.. but it still won't work.
I think that what Microsoft is good for, is promoting this new technology and bringing it to the awareness of millions of developers who will check it out and choose VMware because it's better. Sometimes wars are good for the small contender.
It will be interesting following this fight and as always I'm happy to bet against Microsoft... it's the best way to make a buck..


June 25

Adobe... especially these days..
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   guliamo   06/25/08  

This pick is about: Adobe Systems Inc (ADBE)
Rating:   Positive   $41.8 (06/25/08)
Gain/Loss:   -12.68% in 529 days
Target:   $50.00 (+19.62%) in > one year
7 pts


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 of a company. 3 strong product lines, great management and continuous great product launches. So when the market turn bad, investors fly to companies they can trust and that's why Adobe is actually on the rise.
This companies numbers are sweet:
A 30% operating margin, quarterly earning growing 40%, lots of cash, no debt, no competition - just an ever growing demand for graphic software fondly nicknamed "Photoshop".
It's all good over at Adobe's and I think it's a wise place to park till the rain stops..


June 22

AMD has been violently slashed
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   guliamo   06/22/08  

This pick is about: Advanced Micro Devices Inc (AMD)
Rating:   Positive   $7.13 (06/22/08)
Gain/Loss:   +10.24% in 532 days
Target:   $10.00 (+40.25%) in Six months
1 pt


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 one successful product away from bouncing back. a 100% bounce back wouldn't surprise me at all..


June 21

Buying AMED
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   guliamo   06/21/08  

This pick is about: Amedisys Inc (AMED)
Rating:   Positive   $51.94 (06/21/08)
Gain/Loss:   -26.26% in 533 days
Target:   $65.00 (+25.14%) in > one year
7 pts


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 this field is about to explode as baby boomers in the US are retiring and will be needing old age care very soon.
I've been up 15% on this stock in the past 2 months which is saying a lot in current shitty market conditions.
Cheers everybody.


June 15

Buying atwood
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   guliamo   06/15/08  

This pick is about: Atwood Oceanics Inc. (ATW)
Rating:   Positive   $53.45 (06/15/08)
Gain/Loss:   -34.41% in 539 days
Target:   $65.00 (+21.61%) in > one year
8 pts


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, not all prospectors struck it rich, some found gold and some didn't.. the people who were consistently getting rich were those who went out west and provided services to the minors such as banking, groceries & supples..
Atwood are the ones who build Oil barges and other oceanic drilling equipment and rather than take the risk of a dried up well, they simply lease their rigs to those who hit the jackpot. As oil prices rise, so does the price drillers are willing to pay to rent the drilling equipment, so Atwood enjoys the upside and in fact, have a backlog of orders - their barges are booked for the next 2 years!
That means oil can go down to $100 a barrel and Atwood will still be raking in the profits.
At 3 billion dollars in value and with a fair enough P/E of 20, Atwood seems like a good bet.


May 15

Hard to see how BHP won't deliver
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   guliamo   05/15/08  

This pick is about: BHP Billiton Ltd (BHP)
Rating:   Positive   $91.54 (05/15/08)
Gain/Loss:   -17.77% in 570 days
Target:   $125.00 (+36.55%) in > one year
6 pts


Favorable/Unfavorable Valuation  
So the cat's out of the bag as far as energy and raw materials being the hot thing to own. BHP enjoy the vast plains of australia to dig away in and have mining operations all over the world. The company grows through M&A and have delivered outstanding performance over time, always better than the sector or the competition.
Add to that insistent roomers that China is trying to buy into the company and what you get is a traders heaven..
enjoy.


May 11

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   guliamo   05/11/08  

This pick is about: Rayonier Inc. (RYN)
Rating:   Positive   $43.19 (05/11/08)
Gain/Loss:   -5.42% in 574 days
Target:   $50.00 (+15.77%) in > one year
0 pt


May 05

CHK is humming along... great future!
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   guliamo   05/05/08  

This pick is about: Chesapeake Energy Corp (CHK)
Rating:   Positive   $53.18 (05/05/08)
Gain/Loss:   -57.56% in 580 days
Target:   $80.00 (+50.43%) in > one year
14 pts


Another stellar season for Chesapeake energy. 35% up since the beginning of the year.. as if the market never slumped. You gotta love this company.. or rather you should own it.
With the largest natural gas reserves in the US and the world for that matter CHK is a milking cow for the next decade, and it doesn't pollute the environment so legislation is turning towards nat gas.

Update 05/11:
Rayonier is a timberland company that owns 10's of thousands of would land acres. They chop down a few acres, then move to the next in a cycle that allows re-growth. No need to explain how important wood is to many aspects of our life but wood is also good as an investment and a great hedge against a volatile market. If Rayonier doesn't like the current price it's offered for it's wood, it simply doesn't have to chop any - the inventory keeps growing, literally, on the tree - so no warehousing costs and no depreciation. Since the housing slowdown, RYN has been beaten up with the rest of the field, but not for a good reason. So if you are looking for a great way to play it solid and get a 4.6% dividend while you're doing it, Rayonier is the play for you.


April 09

WFR of the future
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   guliamo   04/09/08  

This pick is about: MEMC Electronic Materials Inc (WFR)
Rating:   Positive   $73.8 (04/09/08)
Gain/Loss:   -82.72% in 606 days
Target:   $100.00 (+35.50%) in > one year
1 pt


I love this Florida based company... making solar panels in huge huge demand.


September 15

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   guliamo   09/15/07  

This pick is about: Cummins Inc. (CMI)
Rating:   Positive   $60.0 (09/15/07)
Gain/Loss:   -27.17% in 813 days
1 pt


March 20

Buying CHL... time to fall back into China
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   guliamo   03/20/07  

This pick is about: China Mobile Ltd (CHL)
Rating:   Positive   $46.75 (03/20/07)
Gain/Loss:   +2.42% in 992 days
Target:   $78.00 (+66.84%) in > one year
5 pts


I feel any portfolio should have some China in it and if were gonna play it safe, what could be safer than riding on the back of China's biggest cellular operator. Actually, it's the biggest in the world. Can anyone come up with any reason why this Behemoth will stop growing?
:)


January 26

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   guliamo   01/26/07  

This pick is about: Belden CDT Inc. (BDC)
Rating:   Positive   $42.99 (01/26/07)
Gain/Loss:   -45.87% in 1045 days (+0.47% from dividend)
Target:   in > one year
2 pts


August 27

Bullish on AAPL ...
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   guliamo   08/27/06  

This pick is about: Apple Computer Inc (AAPL)
Rating:   Positive   $68.75 (08/27/06)
Gain/Loss:   +181.19% in 1197 days
Allocation:   12.7% of portfolio
5 pts


coming back from a 6 month decline due to the move to Intel based chips, Apple is ready to get back on track. Edging twards it's Jan price of $70 I feel we may see a 52 week high by years end at $86

+


Bullish on IGR ...
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   guliamo   08/27/06  

This pick is about: ING Clarion Global Real Estate Income Fund (IGR)
Rating:   Positive   $19.4 (08/27/06)
Gain/Loss:   -61.39% in 1197 days (+7.11% from dividend)
Allocation:   12.0% of portfolio
2 pts


balance out your portfolio with a great REIT. IGR are a global real estate trust run magnificantly well and growing constantly... with a 7.5% dividend yield to boot.


Bullish on RHT ...
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   guliamo   08/27/06  

This pick is about: Red Hat Inc (RHT)
Rating:   Positive   $25.46 (08/27/06)
Gain/Loss:   +9.62% in 1197 days
Allocation:   24.5% of portfolio
2 pts


Red HAt is beautifully positioned in an expanding market.. you guys may need some patience with this one but down the line this is a keeper... no doubt. The Linux enterprise software and open office products have tons of room to grow and read hat is leading the pack.


 
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More about guliamo

Avg exp holding time:
526.79 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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