March 28, 2011 – Smart Bets and Chasing Delusions : My Top Solutions for People Who Have No Exposure in the Markets

Let’s assume that you’ve not participated in the rally.  You were asleep.  You were busy with something else.  Your cash is in the money markets.  You don’t know a thing about the markets.  You don’t have a guide. You want to get in, but you’re afraid.  You don’t know what to do.  Are you late? … Continue reading

March 20 2011- The Gift of Making Your Own ATM Machine

Turning information and ideas to actionable insights: Reference: CitisecOnline, March 18,2011- Philippine Weekly Highlights (Weakness of criticism: Only one brokerage view.  I lack the resources to have the views of ATR-KE,JPM,PhilEquity, Macquarie, Deutsche etc.  You can send them to my dimsumtrader @ gmail . com ) if you’d want to give me more sources freely … Continue reading

March 16, 2011- Roaming Through Noise

Earnings Recap 4Q2010 (Philippines) Please click for larger view. I summarized the most important data that I deem important from the companies that have recently reported earnings.  The blank ones are for companies that haven’t reported yet. Among those companies that have been strongly beating earnings are AP,DMC,MPI and ALI. The table only refers to … Continue reading

March 7, 2011 – A Core Position- The URCs of China and Warren’s Coke Investment (Part 1 of a Series):D

Note in case you’re not a Filipino reader – URC stands for Universal Rubina Corporation whose business is predominantly food and beverages.  Thanks.  Interesting Fact too – Do you know that Warren Buffett was supposed to buy Huiyuan Juice (1886 HK)  – Beverage maker in China but the government just didn’t allow him?  I think … Continue reading

March 6, 2011- Your Legal Cheat Sheet To Trillions

Okay.  I think I know what’s on your mind.  Maybe you’re not trading HK markets, and you have no single idea what’s happening in China right now, and maybe you just don’t care.  That is fine.  You can go ahead and watch, read the stuffs that interest you.  Really.  I mean it.  Go. Shoo. Thanks. … Continue reading

Mar 5, 2011- Standing on the Shoulders of Giants – A Profitable Strategy

“Short” Comment On The Age Old Debate (Technicals Vs Fundamentals) Anyone who tells you that technical analysis is enough to make a living out of trading is partly true, as long as he/she has money management.  The truth is, you can trade any system (even random darts) and you’ll be better off than maybe the … Continue reading

March 4, 2011- Using Mkt Information for Higher Probable Win Rates

It took me quite a long time to write this post because I couldn’t begin.  I didn’t know which I should start with.  I’m glad there’s an outlet- a blog at least, so that I could speak my mind to anyone who’d be willing to read.   I wanted to talk about corruption, poverty, the … Continue reading

Feb 15, 2011- Market Consolidation Is Long Term Positive

Kudos to Chip Anderson for the visuals on the technical process 🙂 _____________ The reason I write a blog, is actually because I get to think clearer and be more objective. Writing about it makes me more aware of my deficiencies especially when it comes to position management and diversification. When I try to be … Continue reading

Feb 5, 2011- The Purpose of Greater Value + Fundamental Strat for 2011

Reference: April Tan, CFA, VP & Research Head of CitisecOnline (COL) 2011 Market Briefing Many thanks to the youtube user in COLCitisecOnline for uploading 🙂 __________________________________________________________ Reference: Mr. Edward Lee, Chairman and Founder of CitisecOnline, Jan 24, 2011 “The Purpose of Greater Value” Here’s the URL: (Like the CitisecOnline stock brokers page to view) To our … Continue reading

Feb 4, 2011- Candles and Capitulations (Philippine Markets)

There’s such great abundance of super quality , high grade stuff FREE from the net. Not only are these guys very good, they’re very transparent and they believe in informing, educating and equipping you with proper tools to make you better traders. These men have proven track records, and watching them trade live through webinars … Continue reading