P-40 WarHawk Portfolio
Tech: AAPL
Commodities: PCU, RIO, NUE
Agriculture: (sold: POT)
Aerospace/Defense: PCP, WGOV
Energy: BTU, CHK
Infrastructure: ABB, FWLT, MDR
Industrials: SPW, SNHY, TEX
Rails: UNP
Discretionary: (none)
Financials: (none)
Staples: MO, PM, HEK
Service: FCN
Mood: Buy the deep black bottomless crevasse fear, sell the…less fear.
**Update: 06/13/07**
Portfolio Summary…
**DISCLAIMER**
Mr. Lin is not a professional money manager and does not have the certification to give financial advice. This site is intended to discuss stocks and the stock market in a simple, intuitive way but in no way should be considered as official financial or investment advice. Full Disclaimer
Retail & Fashion Archive
All stocks and stuff retail & fashion: stores, products, trends, styles, what’s hot, what’s not, seasonal, must have, gifts, boutique, shoes, clothes, dresses, pants, furniture, decoration, designer, hot deals.
Tuesday, November 28th, 2006
Ok, so not the full stock analysis reports I mentioned I’ll be posting just yet. With the big runup of the stocks of retail companies recently (in anticipation of holiday shopping), I am a little uncomfortable recommending or mentioning any attractive retail stocks at the moment. However, read this article by MarketWatch on Black Friday shopping if you want to see how the retail sector did. I want to go back to Mastercard (MA) and Akamai (AKAM) as my holiday shopping plays. These are two of my favorite stocks that I own and have mentioned before on this site. Read the rest of this entry »
Posted in Media, Retail & Fashion, Stocks, Technology | 1 Comment »
Thursday, October 5th, 2006
If you bought stocks of the stores you go to or brands you just have to have, you’d probably be much richer than you are now (even if you bought on sale or with a coupon). When a store or brand makes a lot of money, do they thank you with extra discounts? Probably not. Its the company and the stock holders who share pieces of the money pie, and it’s very delicious. Get this: I think shoppers and fashionistas have the perfect skills to make money in the stock market. It’s all about finding great deals and trends of what’s hot and what’s not, instincts that all great shoppers are born with. Read the rest of this entry »
Posted in Retail & Fashion, Stocks | No Comments »
