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Your Daily Profit November 16, 2009 *****A Good Christmas *****Obama in China *****Gold vs Silver Fellow Investor, The headline retail sales number for October came in better than expected, up 1.4%. Of course, sales were down more than expected in September, so a bounce isn’t a complete surprise. Interestingly, it was mostly auto sales that drove
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Your Daily Profit November 13, 2009 *****P/E Ratios *****Underestimating the American Consumer *****TradeMaster’s Jason Cimpl Fellow Investor, As we came into earnings season, it seemed clear that analysts were far too pessimistic with their estimates for earnings. Yesterday, Bloomberg reported that 81% of corporations have beaten earnings estimates
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Your Daily Profit October, 29 2009 *****In Xi’an *****Local Color ***** China Natural Gas Fellow Investor, We’ve landed in Xi’an , one of China ’s biggest cities. Not long after touching down, we connected with my brother who flew in from Chengdu . He’s been living there for over a year now. Xi'an appears to be undergoing
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Normal 0 MicrosoftInternetExplorer4 Your Daily Profit October 27, 2009 *****Numbers vs. People *****What China Needs *****U.S. Dollar Rally Fellow Investor, I hope you’ve enjoyed my running commentary on China over the past few issues. These "travel pieces" provide the opportunity to step back from the daily action in the market. It
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Your Daily Profit October, 26 2009 *****Greetings from Beijing *****Local Color *****Off to Xi’an Fellow Investor, The food in China is on average, better than expected. Chicken, pork and beef are sauteed, fried, or steamed and cooked in a sauce that often is brown or includes garlic and chili. It's not advisable to eat raw fruit or vegetables
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Normal 0 MicrosoftInternetExplorer4 Your Daily Profit October 23, 2009 *****Still Communist ***** China ’s Growth *****123% and 71% *****Using the TLT as an Indicator for Market Direction Fellow investor, I’ve helped investors make a lot of money buying and selling Chinese stocks. And yet I often forget that China is still a Communist country
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Normal 0 MicrosoftInternetExplorer4 October 22, 2009 · $80 oil · Herman E. Daly on the economics of limited resources · Profiting from oil and gas small-caps Fellow Investor, Yesterday, oil rallied to close above $81 a barrel, the first time the precious commodity has hit that level in 2009. Oil prices gained momentum after the
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***** Candy-coated Apple (AAPL) ***** Oil touches $80 ***** Ocean Power Technologies (OTT) giving back 10% ***** Boarding-pass to China Fellow Investor, It should come as no surprise that Apple (Nasdaq: AAPL ) hit it out of the park yesterday afternoon. The company crushed earnings estimates by a wide margin. Clearly there are some things that consumers
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Normal 0 MicrosoftInternetExplorer4 ***** Tech stocks gain ahead of Apple earnings ***** Autochina International and Brooks Automation still rising ***** Top Gainers on the Russell 2000 Dear Small Cap Investor, All the major indicies are pushing 1% gains after the weekend break, despite mixed results in the early morning. As is usually the case, the
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Normal 0 MicrosoftInternetExplorer4 Your Daily Profit October, 14 2009 *****Intel and JP Morgan *****Dow 10,500 *****How to Make Triple the Gains on Gold Fellow Investor, Intel (Nasdaq: INTC ) reported excellent earnings last night, as I expected. The chip-maker beat on revenues and earnings per share. The stock is up close to 3% in the early going