Hell week starts in an hour. Been cramming hard this weekend and I'm not even prepared yet. Disgusted with the amount of information I have to squeeze in. Now, I'm going to take some time off to regain my sanity. I'll rant about my day.
Woke up, studied (surprise surprise) and then cooked porridge for lunch. I ate canned fried dace with black beans (the kind my mom always cooked on Sunday afternoons). Simple and warm meal. I went out to the b-school and camped out, studying and preparing for my 3 consecutive meetings which kick-started at 4pm. Had my CSR conference meeting. I was the only representative from my panel there so I gave them a run down on what we had done so far.
The next two meetings were for MII. Went over to Tozzi to research on stocks before the Hedge Fund team meeting. Hope these skills I pick up along the way will help a little. This meeting was followed by the Consumer Goods sector meeting. Discussed some stock ideas for long term investment of our club funds. Gave my two cents on what I thought about the economy, inflation rates, fed hikes (or lack thereof in the fed annoucement coming up this week), oil prices, macro economics and all the technical jargon. Fun.
Dinner was a quick affair at Za's (again). Headed home, brewed my coffee and here I am mugging away with a cup of hot Vietnamese coffee in my hand.
Hope the first day of school is going well. Jiayou everyone. To the friends who dropped in to chat or ask about things, thanks. I'm so burnt out. Haha... Markets re-open again tomorrow. Trading daze (days?) again. Yay. This is nuts. I am actually pissed when the stock market takes a break for the weekend. Haha... Lets see.
Stocks I think should be held: Wendy's (WEN), Marriott (MAR), buy and hold Best Buy (BBY) and JC Penny (JCP) for the holiday season, short Texas Instruments (TXN) because I think they will beat earnings but forecast a slower quarter. Most of the tech stocks (especially the card/chip makers) are going to tank so you can basically short most of them. Financials are also having a really shitty quarter, which means lower stock prices, though I think most of them are priced in already. Can't be bothered to type in the rest of my thoughts. Ask me for my opinion if you're interested. Oh ya, I don't dare to predict which way Google will go since they're so darn volatile; I think they'll be trading between 450 and 480. I think they're overpriced and going to torpedo sometime, just don't know when. (Disclaimer: Don't come crying if you lose money)
Oh and one more thought, Dad, I hope you took my advice last year and bought Gamestop (GME) when it was 30 dollars or so. It's now trading at $51.25. And of course my fav predictions that Exxon Mobil (XOM) will rocket, which they did, from 58 bucks or so to current $69.55 and the classic Toyota Motors (TM) which was 90 bucks and now 115.60. I liked Philip Morris (MO) but it didn't really sky rocket (not that I expected it to) since it's a stalwart (go look up what that means). If you did buy as I adviced, you would still have a modest gain of 8 bucks or so. Drat, I'm darn sure no one listened to that advice. With just these 4 stocks, you would have beaten the S&P500 Index, NASDAQ Composite Index and DOW Jones Industrial Average by a substantial margin, enough to make most fund managers jealous.
Oh well, enough ranting for now. Feel better. Time to eat my books again.
Later!
Woke up, studied (surprise surprise) and then cooked porridge for lunch. I ate canned fried dace with black beans (the kind my mom always cooked on Sunday afternoons). Simple and warm meal. I went out to the b-school and camped out, studying and preparing for my 3 consecutive meetings which kick-started at 4pm. Had my CSR conference meeting. I was the only representative from my panel there so I gave them a run down on what we had done so far.
The next two meetings were for MII. Went over to Tozzi to research on stocks before the Hedge Fund team meeting. Hope these skills I pick up along the way will help a little. This meeting was followed by the Consumer Goods sector meeting. Discussed some stock ideas for long term investment of our club funds. Gave my two cents on what I thought about the economy, inflation rates, fed hikes (or lack thereof in the fed annoucement coming up this week), oil prices, macro economics and all the technical jargon. Fun.
Dinner was a quick affair at Za's (again). Headed home, brewed my coffee and here I am mugging away with a cup of hot Vietnamese coffee in my hand.
Hope the first day of school is going well. Jiayou everyone. To the friends who dropped in to chat or ask about things, thanks. I'm so burnt out. Haha... Markets re-open again tomorrow. Trading daze (days?) again. Yay. This is nuts. I am actually pissed when the stock market takes a break for the weekend. Haha... Lets see.
Stocks I think should be held: Wendy's (WEN), Marriott (MAR), buy and hold Best Buy (BBY) and JC Penny (JCP) for the holiday season, short Texas Instruments (TXN) because I think they will beat earnings but forecast a slower quarter. Most of the tech stocks (especially the card/chip makers) are going to tank so you can basically short most of them. Financials are also having a really shitty quarter, which means lower stock prices, though I think most of them are priced in already. Can't be bothered to type in the rest of my thoughts. Ask me for my opinion if you're interested. Oh ya, I don't dare to predict which way Google will go since they're so darn volatile; I think they'll be trading between 450 and 480. I think they're overpriced and going to torpedo sometime, just don't know when. (Disclaimer: Don't come crying if you lose money)
Oh and one more thought, Dad, I hope you took my advice last year and bought Gamestop (GME) when it was 30 dollars or so. It's now trading at $51.25. And of course my fav predictions that Exxon Mobil (XOM) will rocket, which they did, from 58 bucks or so to current $69.55 and the classic Toyota Motors (TM) which was 90 bucks and now 115.60. I liked Philip Morris (MO) but it didn't really sky rocket (not that I expected it to) since it's a stalwart (go look up what that means). If you did buy as I adviced, you would still have a modest gain of 8 bucks or so. Drat, I'm darn sure no one listened to that advice. With just these 4 stocks, you would have beaten the S&P500 Index, NASDAQ Composite Index and DOW Jones Industrial Average by a substantial margin, enough to make most fund managers jealous.
Oh well, enough ranting for now. Feel better. Time to eat my books again.
Later!
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