Jin - Quick Update

My apologies that we were caught up with the exams lately and couldn’t find a chance to speak to each other or to update the blog. So, we decided to have a quick update on how some of our calls have been performing.

Interestingly, Kenny aka Mr X was spot on right before some market catalyst and his calls on ford and microsoft were outstanding. The red arrows on the graph above show the time period where he made the calls. I really wonder if he has some insider information. The idea of a bigger share of a smaller pie in the autos industry was great. The ground zero approach for microsoft revealed the strength of microsoft.

From the chart, both of the stocks outperform S&P500. Furthermore, both paulson and george soros were seen adding microsoft and ford respectively into their portfolio according to SEC fillings. It was amazing!

Dubai has been the issue of late but I don’t really think that it brings about any serious implication as of now. It maybe that the implications will only be seen in 2010, I don’t know. To me, as long as dollar keeps going down and there is a commodity rallying (gold), stock market will continue to climb.

All three of us will be meeting in singapore in mid december and we should have more fruitful discussions then. Thank you.

Jin - Market Sentiment

As a committee member of my school’s investment club, more often than not, I have to attend to investment talks by professionals. These talks range from real basics of the stock market to more in depth stock analysis. Frankly, such talks are rather dull. However, they have something in common, especially talks about fundamental and technical analysis. In the later part of their presentation, they will always conclude by highlighting that the most important thing about the stock market is the market sentiment.

Kenny - Microsoft

3 weeks have passed since I've posted and I'm glad to be writing again. October 22nd is just around the corner and that means Windows 7 is going to be available to the general public real soon. I'm pretty excited about this as well as the prospects of Microsoft. This post, similar to my previous one, will be somewhat anecdotal/common sensical. I did receive a bit of feedback about how my posts don't have raw numbers for facts but personally, I prefer to invest in my own common sense. Again, I'll talk a bit about investing philosophy and then focus on the reasons why I like Microsoft.

Ashpal - Alternative Investments

To lay the foundation for my explorations and eminent advocacy of alternative investments, I would firstly like to address the situation of the US dollar. In my opinion, and as expressed by numerous people in a host of positions, we should see a decline in the US dollar. The questions to be addressed will be why and over what time scale will this occur.

Goldman Sachs - The True Banking Culture

Goldman Sachs – Strong Fundamentals Continue Business Tenet

Goldman Sachs used to downplay or avoid consumer-oriented retail businesses like stock brokerage, credit cards and mutual funds. There are three main activities that it engages in – Investment banking (chasing M&A deals), trading and principal investments (market making and proprietary positions) and a segment it once avoided, asset management (offers investment products).