Saturday, April 29, 2006

MSFT i am IN

i was filled yesterday at 24,01 so now i will see what the price will do.
My take is that we could see 25 very soon.
But if 24 doesn't resist my stop is 23,99

Friday, April 28, 2006

MSFT in big consolidation mode!

I am playing a little with some scalping, but from 2 hours or so the price is in HEAVY consolidation at a tight range, i think that MSFT will recoup a little into the close... i repeat if doesn't break 24 by end of day i am in with a position.

I have a order in at 24,01.

Bye !

Google Position Update !!!!

Today is the day !

As i said in my previous post on GOOG, today we have reached an interesting AREA from witch Google could bounce very well.

I Am entered at 418 good luck all !

Great volume day for Microsoft!

What a big volume, we could easily surpass the 1995 spike at end of day.
My take is that there is a big institutional accumulation because this is the vista year and at these price Microsoft is certainly undervalued.
Hovewer probably if it doesn't break 24 area i will enter tonight at the close or i will wait 21/22 area.

Bye !

Sunday, April 23, 2006

Oil at maximum power ?

I am considering to overweight the energy sector in my portfolio until the middle of May because of the Iran affair and i was thinking of two companies now...

The first one is CHK , natural gas price are very low compared to Oil and this company is very undervalued about me. Now it is at 33,25 my target price at the end of may is 40 USD.

The second one is IVAN, a forever garbace stock in these last years but recently has announced the possibility of a big contract coming.
This is obviously more risky than CHK but until the middle of may it can go to 3/4 dollars and now it is at 2,80 circa.

Do your research before investing here!

Iran and Oil

It isn't a secret.
Russian and China have both some big interest in Iran's oil.
They don't want that America , Nato or Onu may be an obstacle to
their interest.
It's all about economical interest now.
China must achieve his economical growth and without an oil reserve they cannot.
Russia has some contracts to supply nuclear technology and who know what else.
Bush wants to block Iran's nuclear reactor this is clear, but with a low consensus at
home, and many americans that don't want another war so soon maybe he'll be forced
to retreat his opinions.
About me there are two possibilities ahead:
1) Bush will persuade Putin and China to invade Iran and block their experiments.
But to do so he must ensure china and russia that they will have an advantage to do so.
How ? i don't know but to block Iran he must.

2) Maybe Iran could go ahead with his experiments, but when they will have their nuclear
reactors activated... they will pursue with military reasearch to achieve a nuclear bomb ? For many people the answer is yes.
Then the world with a government that is not a democracy with a nuclear bomb will be a safer world ?


I don't know what is the answer but i will think about the question over weekend

bye

Thursday, April 20, 2006

GOOGLE is unstoppable

Google is a great company isn't it ?
Tonight the management destroyed analyst expectation on the bottom and on the top line.
About me this is a sign that google can fly over 500 very soon, but it isn't all gold.
Google this time has won but i will not enter if the stock is over 450 tomorrow... i will wait for a pullback at the 420 area.

Today is thinking day

Oil is well over 70 USD and dow jones is near 2000 maximum levels.
This anomaly is not explained by the overliquidity in the markets because interest rates
are already at a medium level, so what is the explanation ?
The trend of the commodities is started from year 2000 coincidentally with the tech bubble
burst at wall street, many analyst continue to hype commodity price telling us that every
commodity bull trend last at least 10/15 years.
So we are at the start of a big rally in the commodities that will last until 2015 ?
I don't think so, but if it is the case then we must absolutely cover us from that risk.
Because if now earnings at the mayority of American and world corporation are at record levels
unfortunately in 1 or 2 years the danger of a big inflation will come upon us and earnings should
come down big, but i think not as big like 2002.
My take is that markets can (under the guide of the FED) coupe with this problem and maybe we are in the middle of a bull market that will bring us at the dow near 15000 and the nasdaq near 4100 in 2008.
Then we will eventually come down but the reduced expectations of growth will cool down also commodity price very fast.
So play with commodities but stay alert to come out very fast because oil at 5 dollar is my target price in 10 years with hydrogen, solar and nuclear technology in ultra fast development.

Bye

Wednesday, April 19, 2006

I was right about Intel

It was not the case painted by many analysts, INTC delivered soft numbers but the report
is not a nightmare... so we are returnet at 20 Area in AH.
Good call ! CLAP CLAP CLAP :-)

Good Work MOT!

About me MOT is poised to reach 30 USD by year end.
Good numbers and good product on the way, about me MOT can reach
NOKIA in the long run.

Yahoo!

Good night yesterday for Yahoo (YHOO: Nasdaq)
Today is a good day for technology stocks, YHOO posted solid numbers and probably will return to 35/37 Area soon.
But Stay alert because over 37 there is an enormous quantity of shorts ready to enter !

NITE is LIVE !

Incredible blowout numbers from NITE that today is posting earnings of $0.52 per share versus the reuters consensus of 0,29.
I have a position in Knight from the last conference call, and after this beat i plan to buy more because there is a big acceleration of revenue that could bring NITE over 20 in a very short time.
About me NITE is very undervalued at current levels of the premarket price, however i will wait a break of 17 level to enter or a pullback at 16 USD.
Remember that there is a large buyback program active.

Bye and good trading

Tuesday, April 18, 2006

Tomorrow night i will follow closely these stocks

INTC that will report
AMD the way will react to report

About me INTC and AMD will rise sharply tomorrow

bye
Some rumors are out about Intel will miss the quarter.
My take is that if Intel will miss tomorrow who has a position in it doesn't need to sell.
Intel maybe can go at the 18 area but there it will certainly bounce back at 20.
I'd like to note that bank of america recently has released a note which confirms that the worst
is behind at Intel so i think that they are right.
I don't have a position now in Intel or Amd, but i think that they are 2 great companies and they will grow well in the coming quarters.

bye
The American Markets are very bullish today, about me we are seeing some covering ahead of Intel (INTC) conference tomorrow.
Intel is constantly crawling to new lows from February when it warned about big market share losses to rival Advanced Micro Devices (AMD) that reported good results some days ago.
The maiority of the analysts are sure that Intel is beginning the fiercest price war from 10 years or so, but the stock price of Intel about me is already discounting all the worries.
Probably today movement is caused by big short covering on Intel... that will certainly capitalize on the next quarters.
About me AMD and Intel are undervalued at the moment.
We'll see tomorrow at the close.
Bye
Hi all, from today i will post my thoughts about American stock markets.

If you want to ask something in particular feel free to contact me and i will post here the answers soon.

Thank you

Alkampfer the King