The FinancialContent Network     SocialPicks Community   |   MarketMinute Monitor   |   MarketMinute Market Updates   |   MarketMinute Stock News
SocialPicks
   Sign Up   |   Log In   |   What is SocialPicks?     
Free Stock Picks by Top Performers
SocialPicks is a community where stock investors exchange ideas and track performance of financial bloggers.
Top_member_photos
Get free stock picks and email alerts daily
 
Are you a stock guru?

 Trader Mark     www.fundmymutualfund.com     Graphic_subscribe   

    Start Tracking Trader Mark  -  Add to Friends  -  Send Message   
    Community Rank: Analyst (151 pts)  |  Member since 04/09/2008
Tradermark
Picks Performance:
Outperforms
34%
of community

What's this?
All-time Return
-2.37%
(in over 5 years) 		Risk (SD)
Moderate
0.00% 		Sharpe Ratio
-22.33
Followers
18 		Winning Picks
92 of 223 		Total Views
115978


Trader Mark 's Blog Posts
Graphic_arrow1 Visit Blog:   Fund my Mutual Fund


This Day in "Signs America is Degrading Fast": School Fundraiser Offers High Grades in Return for Cash 11/11/09   —  Deep... deep... sigh.  I don't know what troubles me more; the concept of exchanging higher grades for money. (not the first time I've heard it proposed - I mean after all that's "capitalism")  Or the fact a parent group thought it up... as a fundraiser!  (something about apples don't fall far fro...
+ Read 0 comments

EMR   Emerson Electric (EMR) CEO: "Washington is Doing Everything in their Manpower, Capability, to Destroy US Manufacturing" 11/11/09   —  Wow, I was taken aback by this story in Bloomberg - it's been a great week for quotes. [Walmart Executive: "There are Families Not Eating at the End of the Month"] One theme I was stressing about 5000 posts ago in 2007 was everyone cheers our political leadership when they do nothing... they basical...
+ Read 1 comment

Best Performing Stock Markets by Country in 2009 11/11/09   —  Courtesy of Bespoke Blog, we have the latest update of best performing stock markets by country. (in local currency)  Keep in mind the past 6 days have been the best performance for emerging markets since July.  When last we looked, Peru was in the lead...[May 20, 2009: Year to Date Returns by Coun...
+ Read 0 comments

US Dollar Sitting at Potential "Double Bottom" 11/11/09   —  Of captain... my captain... will you show us any life? The relationship between the US dollar and every asset on Earth has now reached the point of absurdity.  As we've been describing for a few month, it is the end all and be all.  Doing some reading this morning the dollar - after its traditi...
+ Read 0 comments

BRF   WYN   Bookkeeping: Selling Some Long Equity Exposure 11/11/09   —  I am not sure when the euphoria ends, but I am going to take some profits in individual names - this seems like a "blow off" top but so have all the other moves that were questioned. First is India's HDFC Bank (HDB) - we only have about a 1% allocation, but I am going to sell 90% of the position as ...
+ Read 0 comments

Bookkeeping: Closing "Insurance Put" Position from Last Week, Going Index Long Again 11/11/09   —  This market is a freight train... working on 8 straight sessions of wins (yesterday's "flat" after such a hectic run up is a "win" for bulls as far as I am concerned). Just over a week ago we opened a long term put position with 1.5% of our portfolio as "insurance", as the S&P was broken down - ...
+ Read 0 comments

EWZ   WSJ: Are ETFs Causing an Emerging Markets Bubble? 11/11/09   —  An interesting question posed by the Wall Street Journal, but I believe a misdirected one.  Central bank policies are creating bubbles; ETFs are simply the mechanisms for transferring of said dollars - they are not the cause of all the excess dollars. Before we get to the main WSJ piece, data from...
+ Read 0 comments

ABC   China Continues Expanding "Infrastructure for Resources" Policy with Agreements in Malaysia 11/11/09   —  As the United States spends money it doesn't have (much of it borrowed from China ironically) to manipulate housing prices upward, get its debt laden consumers to spend with financial handouts, bail out its financial oligarchs, and funnel money into states so its public sector employees have no need ...
+ Read 0 comments

FLR   JEC   Fluor (FLR) Guides Down for the Year, Investors Disappointed 11/10/09   —  Engineering / infrastructure firm Fluor (FLR) is one of those few stocks that could head to a remote island for a decade, come back in 2019, and the company would be executing and thriving.  However, it's business - dependent on large projects - is quite lumpy from quarter to quarter, and it has bee...
+ Read 0 comments

EJ   Bookkeeping: Short E-House Holdings (EJ) 11/10/09   —  We have a very tiny long E-House Holdings (EJ) which we would add to on any breakout north of resistance but unlike many of our other names, this stock has been held back by some of its moving averages.  Since we are so lacking of short exposure, I thought I'd give it the college try since we have a...
+ Read 0 comments

Bookkeeping: Selling All of Friday's Index Long Exposure 11/10/09   —  As we sold our SPY call options off in parcels yesterday I was using a mental stop loss that i was moving up as the S&P 500 raced higher.  By the end of the day I said I'd sell out around S&P 1085 to protect large gains generated by buying in the 1060s Friday morning.  We're around 1088 so ...
+ Read 0 comments

WMT   Walmart (WMT) Executive: "There are Families Not Eating at the End of the Month" 11/10/09   —  Not much sarcasm or spin to put on this one; in an increasingly bifurcated US society we are seeing a lot of fraying of the seams.  We've been pounding the table on the "real economy" for 2+ years, as the number of Americans on food stamps surges from 1 in 11, to 1 in 9... and now even Costco is rol...
+ Read 0 comments

Looking at the Market Indexes; "Double Top Breakout" Redux? 11/10/09   —  Quite an interesting situation here as we see a substantial divergence among some of the major indexes.  I've excluded the NASDAQ from the discussion below because it is effectively mirroring the S&P 500.  Our contention has been that over the past 3-4 weeks smaller cap stocks have lagged, and ...
+ Read 0 comments

Albert Edwards of Societe Generale Remains Firmly in Bear Camp, Calls for New Lows in 2010 11/10/09   —  Societe Generale's Albert Edwards is generally considered an uber bear, although there were times in the past year he has tactically increased exposure to equities to take advantage of oversold conditions.  However, now is not one of those times.  In fact, Edwards chimes in with many similar though...
+ Read 0 comments

PCLN   BIDU   Priceline.com (PCLN) Hits an Earnings Home Run 11/10/09   —  I can't fight this feeling that.... I've totally whiffed when it comes to our holding in Priceline.com (PCLN).  Much like Baidu (BIDU) we had a great entry point early last spring, then took profit on a trade... and simple never went back in as we await some sort of pullback.  Our twins of missed o...
+ Read 1 comment

BX   MCO   Fund Performance Period 11 11/09/09   —  As a reminder, if you are interested in this type of fund as a worthwhile consideration for future investment, please consider reading why this blog exists. [Jan 7, 2008: Reader Pledges Toward Mutual Fund Launch] [May 26, 2008: Frequently Asked Questions] Our story in Barron's [A New Kind of Fund Man...
+ Read 0 comments

Bookkeeping: Selling Another 1/4th of Original SPY Call Position from Friday 11/09/09   —  This morning we took off half of our SPY ETF Call position around S&P 500 level 1080.  I am now selling another quarter at level 1090.  Again this is a 1 day rental of our cash, so the risk reward of this trade was magnificent. I will sell the last 1/4th of the position on a move to S&P 11...
+ Read 0 comments

LVS   Las Vegas Sands (LVS) Sets Hong Kong Macau IPO Range of $2.5B to $3.3B 11/09/09   —  I was struck in much of my reading of the G20 meeting this weekend, especially in the UK papers, on how the central bankers actions - specifically in the US and US-mini me (UK) - are specifically TO inflate assets.  So while we mock it, it seems to be an implicit strategy... the idea is increased as...
+ Read 0 comments

DRY   RDY   Dr. Reddy's Laboratories (DRY) Impressive on Both Fundamental and Technical Basis 11/09/09   —  While I've traded Dr. Reddy's Laboratories (RDY) in the past, I have not touched it in the past few years; however as we await for the new Market Vectors Indian Small Cap fund to launch I was poking my nose around Indian stocks this weekend since the Indian market has corrected quite a bit (and rebou...
+ Read 0 comments

DFS   Bookkeeping: Adding to Discover Financial (DFS) 11/09/09   —  As we did Friday with 4 other positions, as Discover Financial Services (DFS) breaks back north of the 50 day moving average we will re-expand our allocation; I am adding 1% exposure in the $14.90s. On a side note - the Russell 2000 we noted as a lagging index is progressing nicely intraday, havi...
+ Read 0 comments




 


More about Trader Mark

Avg exp holding time:
590.33 days


Website:
www.fundmymutualfund.com

About Me:
I have been in the market in some form since being a teenager, first with mutual funds, than onto to ... more




IN THE PRESS
Press_forbes Press_washingtonpost Press_wsj Press_npr Press_techcrunch