Wednesday, January 12, 2011

Fingers crossed!

Not really sure if I had done the right thing, just missed the opportunity to get into a position with Strayer Education at 118.4, it did went down to as low as 117.8 and with my indecisiveness it just keep rocketing higher and higher .. sigh* At the end got in at a much higer price of 124.85. I should have just trusted the financial fundamentals of the stocks and with my target price of 190 (200 MA) or even 149 (100 MA) there is still quite a bit of margin of safety I am looking at over here. 52 week range is (113.25 - 262.44) so fingers crossed that I would get burnt. Take this as a lesson learnt and will monitor how it goes from here.

Bought into PetMed at 15.52 also this stocks has been a plunger from 17.89 and I am looking at a short cycle gain on this one. With (100 MA) at 17 thats roughly ard 10% returns should it perform. 52 week range (14.68 - 24.63).

Both stocks are strong in financial w tonnes of cash and no debt, STRA just had been hit by the government issue as per all the profit-education organisation. Once the cloud is clear, the price should reflect a better picture of the company. With both stocks giving out dividend of ard 1%, that's bonus on top of capital appreciation.

Friday, January 7, 2011

Fast Forward to 2011

Chanced upon an old blog from my ex-colleague in Silicon Valley (wayne), it dawn on me that I do have a blog spot account too. So just add a few lines here. This blog has been barren for so so long (3.5 yrs) and time flies. I mean they really do! From cadet training to FO, all pass by with a blink of the eye. Today was the checkout party for our group of newly checked out FOs and sort of mark the graduation of us into the life of FO. The intention of this blog as long as I could remember was to pen down the random thots in life but I guess the laziness has got to the better of my randomness. Anyway, i will be using this space to record down my shares position and other aspects of life to interests me like flying, poke and food. Bought into a position w WL at 4.35 on 4th Jan, it has been a little up down since and anyway gonna keep this for mid/long cycle. The other position that I bought is Esprit 0330 at 37.05, I know this stock is highly co-related to the Euro dollar due to their business but with it being close to 5 yr low at 36.40 my safety margin is good enuff. Been looking at CSCO and WTSLA for a while, Cisco had gone up a notch but still at an attractive valuation of 20.95 while WTSLA is again at a reasonable price of 3.44, will monitior both for a while and waiting for the shorties to die down before moving in.

Wednesday, October 15, 2008

木蘭詞 (學生編) 爆笑.....

積積復積積,唔識就唔識, 測驗夠刺激,居然無題識, 上堂聽唔識,搗亂多款式, 自修一樣識,睬佢都生積, 生係中國人,死係中國魂, 要我學英文,梗係冇可能, 英語唔合格,更顯我性格, 數學唔合格,老師負全責, 語文唔合格,咁我冇辦法, 考試考得好,全靠隔離好, 考試考唔好,隔離唔識做,日日返學愁更愁,老師講野無離頭, 我就聽到似夢遊,次次批評無理由, 功課多到似報仇,做野做到似撈頭, 返學為左乜,日日被糟質,功課都係抄,一係就唔交, 返學等放學,放學飲可樂, 打鐘各自飛,就咁又一Day。

Sunday, September 14, 2008

Poem from Gina

I love the solitary hours of my being
in which my senses drop into the deep,
fingers touching vastness,
aware of its power.

Possibilities

s t r e t c h e d:


like infinity on an unknown plane.
Spirit, undefeated,
moving with the

f


l


o


w



Between light and darkness,
life pushes people,

back



and



forth



In its poverty,
strength plays a marvelous game.


Sans worries,
sans feelings,
a chase of days and dreams -
life goes on, beautiful.

Monday, June 4, 2007

I lost my blog....

Erm.. I guess I final had overcame my laziness to blog. I like to write in person,. but when
it comes to blog it just seems that is kind of obligation. i know it doesnt make sense,
but I feel I am obliged to 'write' by my own standard that i set for myself.

Well, i guess i just have some much thoughs in my head that I would want to penned it down.

Here are just some random thoughts that i dont want them to fade with time:

1. Catch Shrek 3 the other day with NQ, I like Shrek in general, like their music, a little
like a theatre kind of kiddy show.. but i like it.. and this is one of the few shows where
ppl will stay in their seats after the movie ended.. cool stuff.


2. Completed iWOz in 4 days. I am not those type that will patiently sit down and read for hours.
But I did, i mean i like reading but i dont have a long concentration span to sit myself down.
Its a good read, at least for a geek like me. There are some aspects of the technical, plenty
of them in fact, i like it,.. but thats not the main reason. I get the sense of Steve Wozniak
speaking to you in person when i read his book, i guess its just the form of writing. Pretty
inspired by it, like how his dad raised him when he was a young boy, I will be taking examples
on when i raised mine in future. His dad always kept it open for him to explore his interest
by himself, never pointing at any direction, not even with the slightest of push.

It also shed light on his relationship with Steve Jobs, how the media betrayed him to get a
good story, his love life with 3 wives, and you can sense that he is a pretty down to earth
person, just like someone you normally meet in life, and not like some arrogant rich man like
Donald Trump. There are so many things to these book and coupled with catching the show on
pirates of silicon valley, it is so inspirational. Now I am reading the other book iCOn which
is on Steve Jobs. Really looking forward to reading that, I know it will be entirely opposite
of Steve Wozniak, Chraismatic, ruthless, outgoing, everything that steve wozniak is not to be
less their passion in Computer.

3. Finally done and dusted with the Start up Singapore competition. Was a little disappointed
not grabbing the grand prize after doing so well. I think we really kicked ass that day. And
the presentation is close to flawless, and we have the answers to the judges during Q&A.
I guess what kills us is that we dont have a working prototype like some other teams. But i
guess glory and fame is really secondary, what matters is the experience and this wonderful journey
that we embarked on again with Gina and Justin after our NVC. We certainly make a good team,
and if i were to do a start up, they are the guys that i would want to work together with. i
had never thought a class project could go so far. Even myself din believe it at first, but we
just did it. I mean whats the cost of failing, a few hrs of work, and I think this sense of trying
and failing with pride than no trying is so entrenched in me after my SV days that the final result
din really matter so much.

get back to work... shall continue my blog another day,,,...