Current Stocks

May 22, 2007

Recently bought:

– Mindray (MR)

Increased positions: 

– Cogent Systems, Inc (COGT)

Already holding:

– Intel (INTC)
– Cogent Systems, Inc (COGT)
– Nintendo (NTDOY)
– Waste Management (WMI)
– First Data Corp (FDC)

Thoughts on each:

INTC and AMD are currently in bounds by a lawsuit and AMD is losing market shares. This seems to be a moment of conflict. In time of war and despare the underdogs find a way to come up on top. So far INTC is holding the grounds, but I smelled new advancements that have come with AMD’s Puma Chip. I am also looking forward to INTC Maxwifi technology. All in all, my decisions have been to buy them both, as the lawsuit seems to be an anchor of undecisiveness and a blimish on INTC, but I do not believe this will slow them down for long. One thing large corperations have over smaller corperations is resilience. They have experience from falling multiple times but have always found a way to rise up again. I do not see INTC fading away any time in the future without an unexpected twist of depth. AMD and INTC will continue to rival one another and in-essence, support each other from trailing growth of smaller companies though good pratice of competative market tactcis. My goal is long-term. I see AMD and INTC rising to above 30 by end of year.

NTDOY was one told to me that I should not buy their stock because I like them. I do like them. But I bought their stock for one reason…. “the Wiii’s are still sold out!” As Nintendo is still rushing out more Wii from the production line, it is still not enough to satisfy the growth and demand for Wii consoles. Many are probably like myself, sleeping, waiting for the day it becomes “easy” to get one. This leads me to believe that there is an unpresidented and unrealized expectation of demand. This can be kept in many aspects. 1.) the stock is sold out. 2.) analysis can only predict by what has been sold! 3.) It is was not a decision to release “less” like Nintendo competetor Sony. Because Nintendo is making a good effort to try and satisfy demands and still failing, this gives insight into an unrealized value for the company. I see Nintendo finishing strong at a value of 45 before this demand is met.

WMI is an energy stock. At some point I had thought about it. The world generates a TON of trash day to day. Where does it all go? I see WMI as the leader in Waste management and I also seem them gaining much stronger markets as the months go by. I bought them for many reasons, but of the strongest reason is because they have realestate as well as recycling plans. To put it in an bad manner, trash management is a matter of how much you can tuck away. Creating new recycling facitities and compacting trash beyond simple compression is a greater step towards the energy market needs.

FDC holds more than 52% of north america’s electronic transactions. Second place is Bank of American with a small 18%. This is quite a lot! I was lucky on this stock, I picked it in Janurary due to it’s market share and quickly it was bought out by KKR for restructing. My hope is that this restructuring will take 1.5 years and the company is re-openned to the public. Currently I am still holding a small share of the company, unwilling to give it up to KKR.

MR is a medical equipment manufacturing company based in China. With the recent increase in the china markets, I could not help but jump in on at least one. Another mark for my decision to buy this company is also their current expansion in China. They are building new building in Shenzhen China right next to a few other globally recongized company buildings like Fangda. This stock is definitly much more of a gamble, but I have been looking for a medical stock to jump on for a while now. I see the medical world advancing a few folds in the near future. I hope that there will be a technology spur in this coming year.

Stocks of Interest:

GE – genernal electric – they have a research moment towards hydrogen fuel cells. As a larger company they are stable and have much better funding. Additionally their interconnections (if not held up by beaucracy) will be a bonus for realizing new potential techniques to stablize the conduction chamber.

UTX – united technology corp – as the standing company of multiple waste and power management solutions they hold a mighty share in both market and technology in the energy sector, or so my thoughts tell me. But more research needs to be done before i commit to this company. Perhaps I am only looking at it due to it’s size and stability. When i first looked it was at 64.08  now it is at 68.92. Recent markets have been doing well, maybe it is only a rise due to economic strength.

GOOG – Google is on the move again. Sadly it’s value is too high for me to jump in. My recent experience has been very limiting and with a 20-60 dollar value of observation there are curtian rules that can be applied, but for a 470 dollar stock! The rules are very different.


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