Friday, June 15, 2007

是到了认真检讨的时候了。

今天我在NMX又犯错误了。

JMBA

JMBA pre-ER run 2-3% profit 的计划没得逞,心一横,bet ER。得逞。 看好JMBA的原因,除了股版上的推荐和消费者的认可, 还有对最近一个季度有关它的新闻的分析。得出的结论是比较bullish。 在ER后早上出了。

Monday, June 11, 2007

Today's DT: 丢了西瓜,拣了芝麻。

Long ICE and then changed to MA.

About TNH

The first time I knew of TNH was from mitbbs when someone had a post "number one niu stock in nyse".
It is indeed kind of special for NYSE.

Sunday, June 10, 2007

Position adjustment in last week

Bot JMBA at 10 for its ER play on Monday June 10th with a 2-3% profit target.
Bot MR at 28.8 for intermediate-term holding with stop loss of 27.36 (5% loss) or 26.72 (previous low and 7% loss) and profit target of 33.12 (15% profit).
Sold AAPL at 125.2 for 30% profit (cost 96.1).
Sold of GLD at 66.35 for a 1.8% loss (cost 67.54).

Thursday, June 7, 2007

强者恒强

今天指数下跌的情况下,强势股们依然脱颖而出。记有AAPL, GOOG, RIMM, CROX, AMZN。

傻张说过一句话,“do not trade what you hope to see, trade what you see.”,
What you see is what the market is doing。And the market cannot care less who you are, what you think, predict, or hope.

But it is so easier said than done. First, you need to observe, see, and understand what the market is doing. Then you change your mindset, discard your fears and hopes, to follow it.

It is gonna take time and experience. But successful traders must make the change and find the way.

As I was cheering for the big advances of AAPL, CROX, GOOG, AMZN in the early morning, the market was sliding down and finally closed at almost a panic status with Dow down 198.94 points (1.48%) to close at 13,266.73 with above big volume. That is 401.38 points (2.94%) down from Dow's June 1 closing price of 13,668.11.
Nasdaq 45.8 points (1.78%) down to 2,541.38. S&P down 25.07 to 1,492.10. S&P down to close at 1490.72. Finally the big sell off dragged down these "strong" stocks.

Monday, June 4, 2007

Even DT needs patience

ICE was forming a potential cup-and-handle pattern in the past three months or so.
Today's DT was ICE.
I can only get to my office and open my trade station at 10am eastern time. So I missed the open-range-breakout.
In at 146.5, with plan to exit at 148.6 and cut loss at 145.8 with a reward/risk of 3/1 (2.1/0.7), but got impatient during the consolidation, abandoned the plan and got out at 147.8. Sigh.

Friday, June 1, 2007

处处留心皆是钱

上周末的报纸周四晚上才拿来看,发现两个有意思的文章,一个是默多克收购DJ的前景猜测。有分析家说"I will not bet against him","I will be shocked if he walks away". 有分析家说,"He will walk away in several weeks", 其实结合图来看,一清二楚。WS is betting for Mudorch. 再一个是中国人口问题的老龄话给美国医疗器械出口经销商和医疗服务行业带来的巨大商机。那我就想到了MR。
DJ和MR今天发彪。

偶有个问题很严重。

就是不善于在PULL BACK的时候RELOAD或者加仓。以前卖了就了,把老相好丢到南山了,(比如PCP at 99, 比如FCX at 72),现在稍微进步一点,想做波段,可是还是掌握不好,就说这次的MR吧,29上下来PULL BACK到26.3,我的26的单子挂在那里没FILL,然后应该加价的。还是贪啊。想着回26甚至25再搞。以为那里是原阻力位,新支持位,MM不给机会的。炒股要见机行事。不能太教条。