jaanko's blog

Yahoo!

Posted Sun, 04/13/2008 - 12:22 by jaanko

Naš stariji mentor je unio vrlo zanimljiv post na blogu Hardkapitalizam: yahoomsft-sapunica.

Ja ću se uključiti u diskusiju sa svojim amaterskim viđenjem stvari. Mislim da je u ovoj priči ustvari najvažniji igrač Google.

Evo prvo moje kratke analize (FA/SA):
YHOO (Yahoo!; Tech; AMEX); 28.34 (52w: 18.58-34.08); 37.90B
22-Apr-08 Earnings; FA 5/5; FAD bull; P/C 0.18
25-Mar-08 Yahoo! upgraded by Citigroup
30-Jan-08 Price hit new 52-week low ($18.58)

Patterni

Posted Wed, 03/26/2008 - 10:28 by jaanko

U izradi vlastitih patterna (obrazaca, uzoraka, šablona), pripremnih radnji za ulazak u trejd, koristio sam se sa par primjera, dva sa trejderskih servisa i jedan OptionMaster-ov trejd.

U svemu tome, nedavno su me mentori potpuno zbunili:
- OM: Meni osobno su (tokom godina trejdanja) dosadili moji VRLO pomno planirani trejdovi (tj. onaj postotak) koji MI nisu donijeli ni pare (a bilo ih je dosta) pa sam odlucio da malo "olabavim" na pomnom planiranju trejdova a malo vise svratim paznju na to sta ljudi koji su BLIZE MARKETU pisu, govore i savjetuju.

PLAY 24.03.08

Posted Wed, 03/19/2008 - 20:16 by jaanko

Evo i moje nove watch liste. Pa i ja sam nekakav pingvin sa portfoliom :)

PLAY: TXN, SNP, HUM, WM, F, DNDN

TXN (Texas; Tech; NA); 28.28 (52w: 27.51 - 39.63); 38.61B
21-Apr-08 Earnings; FA 5/5; FAD bull; P/C: 2.88
17-Mar-08 Price hit new 52-week low ($27.51)
11-Mar-08 Texas Instruments downgraded by Piper Jaffray

CNBC Thursday, 13 Mar 2008
Sell Block: No More Nokia, Posted By:Tom Brennan, Sectors:Technology
Companies:Texas Instruments Inc | Apple Inc | Motorola Inc | Nokia Corporation

PLAY 10.03.08

Posted Mon, 03/10/2008 - 19:33 by jaanko

ja ću se malo hvaliti (dok mi dobro ide), volio bi da malo komentirate, da me oštro kritizirate (kako si taj strike uzeo, taj ne valja...), jer uz zajedničko trejdanje se najlakše uči...

AKAM (Akamai; Tech; SP500, NDQ, AMEX)
igram put 30 od petka (izvor OE)

dobio bitku sa LLNW, odlični fundamenti, no FAD je bear i Short % of Float (as of 12-Feb-08)3: 12.30%

mogući razlog:
tos live news - www.alleyinsider.com

Option trading services

Posted Thu, 03/06/2008 - 18:49 by jaanko

Podaci nisu najnoviji, ali kolko sam na brzinu provjerio, nisu se mijenjali...

OptionInvestor
- Daily, market&tips, savjeti, exit points, 30-day trial (50/m, 500/y)
- McM, mjesečni, tjedne preporuke, dnevne novosti, exit, 30-day trial (50/m, 500/y)

OptionSmart
- Basic, tjedni, samo bull/bear faktori, 10-day trial (50/m)
- NewsLetter, tjedno 4 dionice, više opcijskih solucija, dnevni komentari otvorenih pozicija, kompletna analiza, exit points, autotrade opcija, odličan (100/m, 1000/y)

Sch
Option Advisor newsletter, mjesečno 10 tips, free course (149/y)
Alert services:

Technology 21.02.08

Posted Thu, 02/14/2008 - 19:03 by jaanko

opširnije analize:
EBAY (eBay; SP500, Nasdaq, AMEX)
EMC (EMC; SP100)
MSTR (MicroStrategy; NA)
CY (Cypress SC; SP400)
CHL, Hong Kong (China Mobile; NA)
CTSH (CognizantTSC; SP 500, Nasdaq)

kratke analize:
RIMM (Research In Motion; Nasdaq, AMEX)

ostali kandidati:
ATVI (Activision; SP400, Nasdaq), CSCO (Cisco; SP100, Nasdaq, AMEX), ENER (Energy CD; NA),

MIX 21.02.08

Posted Thu, 02/14/2008 - 15:51 by jaanko

opširnije analize:
XTO (XTO Energy; SP500; Basic Materials) - Mister X
JWN (Nordstrom; SP500; Services) - oglo
Technology sector
Financial sector
Healthcare sector

ostali kandidati (+ sector):
update 18.02. (short description; index member):

bull
CAM (Cameron IC; SP500; Basic Materials), SNP (China PCC; NA; Basic Materials)
CROX (CROCS Inc; SP600; Consumer Goods), DF (Dean Foods; SP500; Consumer Goods),

MSTR 18.02.08

Posted Wed, 02/06/2008 - 00:12 by jaanko

MSTR (NA, Technology)

bull - blizu 52w low, caps.fool
bear - Sun Trust DG, Fundamental Problems

Press Release Source: MicroStrategy Incorporated
Lund Food Holdings Selects MicroStrategy for Sales and Financial Reporting
Thursday February 14, 8:00 am ET

Press Release Source: MicroStrategy
MicroStrategy Positioned in 'Leaders' Quadrant of Analyst's 2008 Magic Quadrant for Business Intelligence Platforms Report
Thursday February 7, 4:00 pm ET

SAP preuzeo konkurenta (BOBJ)

WATCH 05.02.08

Posted Tue, 02/05/2008 - 21:40 by jaanko

Evo pokupio sam sve vaše i moje kandidate u zadnje vrijeme, pa malo to složio u neku watch listu.
Pošto su to sve trejdovi na par tjedana, stignemo i analize updejtati, napraviti, promijeniti...
a i kandidate dodati, izbaciti...
ali neka bude sve na jednom mjestu...
opširnije analize (FAD slike) bi stavljali u posebne blogove...
nadam se i vašoj pomoći...

Kandidati, update 10.02. (short desc; index member; sector):
call:
AIG (AmIG; Dow, SP100; Financial)
AXP (AmEx; DJI, SP100; Financial)
BA (Boeing; DJI, SP100; Industrial Goods)

EBAY 28.01.08

Posted Mon, 01/28/2008 - 20:43 by jaanko

bull - FAD, blizu 52w low, Bear Sterns UG, net income
bear - C DG, low EPS, blogeri uglavnom bearish

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