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guliamo's Recent Activity
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11 hours ago
Commented on “im still bullish”
guliamo: “I was born bullish, but agree all the same..”
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12 hours ago
Bought AYR (Aircastle Limited) @ $7.50 | 3% of portfolio.
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Yesterday at 3:24PM (EST)
Sold PGPDQ (Pilgrims Pride Corporation) @ $4.85 | 3.2% of portfolio.
Gained 336.94% | Held 195 days.
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Yesterday at 2:18PM (EST)
Commented on “California play”
guliamo: “I recall.. you got me started on the whole business :) I was wondering if you have any more insights on this? I guess I'm looking for a safe play where I can "park" some money for 5 years and see a 7-12%, low volatility annual return. Alternately I could ...”
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Yesterday at 1:57PM (EST)
Posted a new opinion “California play”
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Yesterday at 5:30AM (EST)
Commented on “A News Byte that Matters: Rigs and Ships”
guliamo: “RIG and ATW are the two plays I know. Not sure why they aren't looking up recently..”
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Jun 30 at 10:35AM (EST)
Commented on “UEC - Uranium Energy Corp Added to Russell 2000 Index and Russell 3000 Index”
guliamo: “I've been watching that stock for a while - seems to be going through the roof. Wasn't sure exactly why - could this be part of the reason?”
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Jun 28 at 11:10AM (EST)
Commented on “A potential play in the defense sector budget reductiosn”
guliamo: “Korean butt needs to be kicked, preferably on a budget.. don't we have any intel on where this guy is and get it over with a couple of well placed Tomahawks?”
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Jun 28 at 9:57AM (EST)
Commented on “Just Curious”
guliamo: “With you all the way CO :) It took Obama a while but I'm glad he took a stand and called it for what it is - a regime that won't hesitate to shoot a woman in the heart for standing in the street in a peaceful demonstration!”
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Jun 25 at 2:27PM (EST)
Sold BAC (Bank of America Corporation) @ $12.31 | 2% of portfolio.
Gained 36.06% | Held 160 days.
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Jun 25 at 10:01AM (EST)
Commented on “european global dow vs US and asian global dow”
guliamo: “Never heard of it. I don't pay too much attention to the European economy: 1. I live in USD 2. At any given time, I believe the US will outperform the Europian economy.”
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Jun 23 at 8:03AM (EST)
Commented on “A healthier play”
guliamo: “I agree with Maven and am particularly "worried" that Obama is planing a major re haul of healthcare. Seems to me like the first step in such a scenario would be to widen considerably the prescribing of Generic drugs, possibly even shorten patent no compe...”
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Jun 16 at 2:45PM (EST)
Commented on “Lets show some solidarity”
guliamo: “Jah bless..”
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Jun 16 at 7:38AM (EST)
Commented on “Lets show some solidarity”
guliamo: “Where's your avatar Lobots? {:-D”
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Jun 16 at 6:56AM (EST)
Commented on “The Invisible Plague”
guliamo: “A passionate case indeed :)”
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Jun 16 at 6:44AM (EST)
Commented on “Lets show some solidarity”
guliamo: “”
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Jun 16 at 6:43AM (EST)
Posted a new opinion “Lets show some solidarity”
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Jun 15 at 1:56PM (EST)
Commented on “The Invisible Plague”
guliamo: “I'd hate to make a profit off an epidemic.. but think a GSK bet has some dangers to it. I'm not sure how much of GSK's business is in the flew business but the company has huge challenges with the looming healthcare reform.. I prefer staying away from wid...”
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Jun 14 at 12:57AM (EST)
Commented on “California "meltdown" offers wonderful muni opportunity”
guliamo: “The bigger risk of course, would be someone turning Alcatraz into another darn Disneyland.. but I suppose these are the times we live in.. :) Thanks beancounter, do share any interesting finds you might have, this sounds like a fundamentally good play.”
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Jun 13 at 3:25AM (EST)
Commented on “California "meltdown" offers wonderful muni opportunity”
guliamo: “This sounds like a great opportunity and I agree default isn't a real option.. not sure what to put in my watch list though.. beancounter, you mention it's not time yet - when do you think will be the right moment?”
guliamo
- Returns
- Today-2.63%
- Monthly Avg-1.26%
- (Vs. S&P 500)1.01%
- YTD27.70%
- Stats
- Member SinceOct '07
- Trades/Month2.5
- Sectors Technology
- Risk
- Volatility (STD)Low
- S&P Correlation (R²)82.3%
- Beta0.86
“You don't need eyes to see, you need vision.„
I apply a common sense and moral attitude to investing.
I haven't been convinced that rapid trading can beat a 'Buy & Hold' approach to the market and manage my portfolio keeping long term results in mind.
I believe "Brand" is the trickiest item to evaluate as it is, by definition, an asset not yet on the books.
Because "Brand Evaluation" is not a technical, but a philosophical process, I think truly strong brand names are usually undervalued - my job is to find those brands.
Feel free to interact.
/g.