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August 4, 2005


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AGI on Hold
July 27, 2005

No Stopping NTES
June 22, 2005

Chinese Internets Still Running
June 16, 2005

Holding the Chinese Internets
June 8, 2005

On Hold and In Play
June 1, 2005

Merck Declares Dividend
May 25, 2005

MUSA to be acquired for US$22
May 18, 2005

SWN Second Half up 286%
May 11, 2005

DWSN Already Up 11%
May 4, 2005

Highs Not Seen Since 1999
April 27, 2005

RNWK Tops a Million
April 20, 2005

Still Holding DVS
April 6, 2005

FINL at New 52-Week High
March 30, 2005

KKD Still Moving Up
March 23, 2005

Unfairly Punished
March 16, 2005

35% PSUN Gain
March 2, 2005

NTES Up 16% - Hold
February 23, 2005

2nd Half of SWN Up 240%
February 16, 2005

Hold ZBRA
February 09, 2005

TV at Breakeven
February 02, 2005

Take 253% Gains on ASTM
January 26, 2005

Let the Winners Run
January 12, 2005

Holding for Yahoo Valuations
January 5, 2005

Hold MUSA and SID
December 29, 2004

Green Zebra
December 22, 2004

Holding HEPH
December 8, 2004

Cendant Making Headlines
December 2, 2004

SINA Up 77% and More to Come
November 24, 2004

Holding ANF
November 17, 2004

Stem Cell Batter
November 3, 2004

Planes, Trains and Stem Cell Stocks
October 27, 2004

Stem Cell Stocks Soar
October 20, 2004

Taking Profits
October 13, 2004

Holding ASTM and STEM
October 06, 2004

Good News for Cendant Shareholders
September 29, 2004

Taser Still on a Tear
September 15, 2004

Cloudy Outlook for Insurers
September 1, 2004

Southwestern Energy up 101%
August 18, 2004

Getting a Breast of the Market
August 4, 2004

Hold TASR
July 28, 2004

HEPH up 17% in a Week--Hold
July 14, 2004

Add This to Your Bioterror Portfolio
July 7, 2004

Security Stocks Making Headlines
June 23, 2004

BSI Dividend Payment
June 10, 2004

Sell the OEX Calls
May 26, 2004

US$8 Dividend Too Good to Pass Up
May 20, 2004

Playing Tomorrow's Bounce Today
May 12, 2004

MGM Considering Takeover Bid
May 05, 2004

The $8 Dividend is Too Good to Pass Up
April 28, 2004

DuPont Cuts Jobs, Ups Outlook
April 14, 2004

A Stock With a US$8 Dividend
April 7, 2004

Breakeven with Vecco
March 31, 2004

CD Dividend Paid
March 17, 2004

Still Bullish on SVVS
March 10, 2004

Bullish on SRZ Dips
March 3, 2004

Laggard Victorious
February 18, 2004

PD up 81%
February 11, 2004

Nothing Like Being Timely
January 21, 2004

Plugging Away. with 65% Gains
January 14, 2004

21% Gains in 2 Weeks
January 07, 2004

18 for 22 with 46% Gains to Boot
December 31, 2003

IFN at New High
December 17, 2003

Phelps Dodge at 4-1/2 year High
December 10, 2003

ATS up 8%
December 03, 2003

62.8% Average Gain since January 2002
November 18, 2003

NETE up 280%; LEXR up 233%
November 12, 2003

Phelps Dodge Up 35%
November 05, 2003

NETE Records Profit, Gets Downgraded
October 30, 2003

Lovin' Every Minute of LEXR
October 15, 2003

NETE Second Half up 215%
October 01, 2003

PD Profits on a Weak Dollar
September 24, 2003

Sell the Dogs of the Dow
September 17, 2003

NETE up 221%
September 03, 2003

DeHaemer's Taipan portfolio is up 98.8% year-to-date
August 27, 2003

***STOCK UPDATE: QUALITY SYSTEMS (QSII:NASDAQ)
August 06, 2003

Sell ½ of LEXR
July 30, 2003

High Flier with 52% Gains and a Dividend to Boot
July 16, 2003

Lexar Media up 62%
July 09, 2003

LEXR at 52-week high
July 02, 2003

LEXR up 45%
June 18, 2003

Looking Good at HON
June 11, 2003

The Heartbeat of ABMD -- up 37%!
June 04, 2003

MO Dividend
May 28, 2003

Not Up in Smoke
May 21, 2003

ABMD Rollout
May 14, 2003

Hold the Dogs
May 07, 2003

Abiomed jumps 6%
April 30, 2003

Enjoy the JPM Ride
April 23, 2003

JPM up 9%
April 16, 2003

Send in the Dogs
April 09, 2003

MO No Mo'
January 29, 2003


In the Dog House

January 22, 2003

Holding the Dogs
January 08, 2003

Send in the Bulls
December 18, 2002

Six Traders, Six Winners, 90% Average Gain Since October
December 04, 2002

Book-um Dano!  Bag an Average 137% on three plays in two months!
November 27, 2002

NT Up 63% - Hold
November 13, 2002

Open positions
November 06, 2002

NASDAQ 2,243 in 2003 - NASDAQ 5,078 in 2016
October 30, 2002

The Future's So Bright
October 23, 2002

TLK up 8%
October 16, 2002

Still Profiting
October 9, 2002

Midway on Hold
October 2, 2002

MWY Gain
September 25, 2002

HPON on Hold
September 18, 2002

HPON Hold
September 11, 2002

Bullish on Gold
September 4, 2002

DG Reports 8/29
August 28, 2002

Buy Opportunity
August 21, 2002

Retail Survivors
August 7, 2002

Average 20.6% Gain
July 31, 2002

Hold NDN
July 24, 2002

Still Loving the Fall
July 17, 2002

ITRU up 68% - Hits 52-week high at US$3.23
July 10, 2002

NASDAQ Down 31% YTD
July 3, 2002

Take Profits on IBN
June 19, 2002

92% Gains on IBN—Hold
June 12, 2002

Nuclear Cool-Down = 79% Profits
June 5, 2002

Hold Everything
May 29, 2002

Wink up 39% -- Hold
May 22, 2002

Wink up 39%
May 8, 2002

IC Update
May 1, 2002

Book 'em, Dano! Part III: Take 20% on EK and 6% on XOM
April 24, 2002

Hold JPM
April 17, 2002

EK Doing OK
April 10, 2002

Beer Deal of the Century
April 3, 2002

Book 'em, Dano: Take 22% on ABY and 3% on IP
March 27, 2002

31% Gains
March 21, 2002

Sasol Reports
March 13, 2002

Hold Everything
March 6, 2002

SPP Surge
February 27, 2002

Profiting in a Market Slump
February 20, 2002

83% on USOO
February 13, 2002

SPP on the Rise
February 6, 2002

TMCS Earnings
January 30, 2002

Hold all Positions
January 23, 2002

USOO Continues its Streak
January 9, 2002

Chip Sales Rise
January 2, 2002

 

 

August 4, 2005

A "Boo-Yah" For a US$13 One-Day Move

By Ian L. Cooper

Have you seen NetEase (NTES:NASDAQ) lately? After skyrocketing more than US$13 yesterday alone, the stock is up another US$2 and change today. When Chris DeHaemer first recommended a buy on this stock back August 27, 2004, it was trading at only US$35.88. Today, after two massive up moves, it’s up to US$74.65 - a 108% gain in less than a year’s time. And we’re not recommending you sell it any time soon. It’s at an all-time high of US$74. We’re holding until it shows signs of breaking down.

The reason for the massive rise: After the bell rang on Tuesday, NTES posted Q2 earnings of US$29.3 million or 83 cents per ADR, compared to US$11.9 million last year, bettering forecasts of 66 cents. Revenue was up 90.2% to US$50.4 million, which also bettered forecasts calling for US$44.3 million.

Better yet, brokerage houses reiterated their ratings and even upped forecasts. Piper Jaffray, for one, which remained with its outperform rating, upped its price target on NTES to US$90 from US$55 and increased its earnings forecast to US$3.10 per share on revenue of US$200.3 million for fiscal 2005.

You’d be foolish to sell it here. Let it run. Congratulations on the current 108% gain. If you have an opportunity, please email Chris at cdehaemer@taipangroup.com and let him know how you’re doing with the NTES position. Thanks.

 

 

 


 

 

 

 

 

 

 

 

 

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