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China
Stocks Rock the House
October 29, 2004
Gloppy
but Lucrative
October
22, 2004
CD
up 28%
October 15, 2004
MAGS
in the Green
October
08, 2004
Hold Despite the Crumble
October
01, 2004
Conference Buzz
September
24, 2004
Sell ROW
September 15, 2004
Not
Fleeing FLE
September
10, 2004
Holding
IPIX and TASR
August
27, 2004
Drop
the Laggards
August
20, 2004
Still
Bullish on HEPH
August
13, 2004
Oil Turns Defensive, Airline Stocks
Up
August
11, 2004
Market
Crumbles As Only 32,000 Jobs Are Added
August
6, 2004
Project
Bioshield Signed Into Law
July
23, 2004
Reiterating a Buy on TASR
July
21, 2004
Holding
IPIX
July
16, 2004
Cendant
Ups Guidance
July
9, 2004
More
Good News for TASR
July
2, 2004
TASR
Up 22%
June
25, 2004
Time
to Sell a Few
June
18, 2004
Sell AUO
June
11, 2004
Take
Profits
June
4, 2004
MHR
Falls Into Buy Range
June
3, 2004
SVVS
Still a Hold
May
21, 2004
Sunrise
Senior's Silver Lining
May
07, 2004
Sitting Tight with TASR
April
30, 2004
MGM
on a Tear
April
23, 2004
TASR
at New High
April
16, 2004
JBLU Still Flying
April
14, 2004
A Stock With a US$8 Dividend
April
7, 2004
TKF up 38%
April
2, 2004
The
Profit Hog Insider
March
19, 2004
PD
at US$79 Stop Loss
March
12, 2004
FLE
Still a Hold
March
5, 2004
PD
on Hold With US$100 Target
February
27, 2004
Sell
PLUG--
Take 17%
February
25, 2004
20%
Gains in
Round 5
February
24, 2004
MO
Still a Hold
February
20, 2004
Fourth
Quarter Revenues Roll at Cendant
February
06, 2004
KCS up 318%
January
16, 2004
The India Fund Hits US$26.89 – up 52%
January
09, 2004
PD
Still Running Wild
December
19, 2003
Hold Them All
December
12, 2003
Still Holding JBLU
December
05, 2003
Sell the Losers and Let the Winners
Run
November
18, 2003
Average 72.6% Gain Since January 2003
November
14, 2003
ICGE Remains a Hold
November
07, 2003
Profiting in the Face of Downgrades
October
31, 2003
Sit Tight with JBLU
October
24, 2003
Fixation on Green
October
17, 2003
NETE up 274%! LEXR up 215%!
October
08, 2003
LEXR up 202%
October
03, 2003
The EK Plunge
September
26, 2003
Netegrity up 260%
September
12, 2003
Still Holding LEXR with 162% Gains
September
05, 2003
Free Second-Half Ride on NETE
August
29, 2003
136% Gains on LEXR - Hold winner
August
22, 2003
Lexar hits US$14.29 - that’s a 114%
winner
August
20, 2003
LEXR up 93%
August
15, 2003
No LEXR Worries
August
06, 2003
Altria Gains as Market Slumps
August
01, 2003
LEXR up 93% -
July
18, 2003
LEXR up 93% - earnings tonight, hold
July
17, 2003
Movin’ on up with LEXR
July
11, 2003
LEXR up 50%
June
27, 2003
An Upgrade, Another Contract, and an
Up Trend to Boot
June
20, 2003
The Dogs of Profits
June
13, 2003
10.8%
five-month average gain – Good Dogs
June
06, 2003
Tax Cut Approved
May
23, 2003
Say Goodbye to Dividend Taxes…
May
16, 2003
Bulls on Parade
May
09, 2003
Check out ABMD
May
02, 2003
Hold ABMD
April
25, 2003
Mixed Market Madness
April
11, 2003
Hold the Dogs
April
04, 2003
ABMD on Hold
March
28, 2003
The Dogs of War
March
21, 2003
BFLY Looking Good Again
March
14, 2003
Hold Back the Dogs
March
07, 2003
Hold the Dogs
February
21, 2003
Back from the Dead
February
14, 2003
A Dividend for HON
February
07, 2003
Maybe that US$1.5 billion is under the
couch?
January
31, 2003
Bad Dog
January
24, 2003
Dogs
Earnings Alert
January
17, 2003
Day
of the Dogs
January
10, 2003
Dogs of the Dow Round 2
January
03, 2003
What a Year!
December
27, 2002
AKAM
up 223%
November
22, 2002
DG
Still a Bargain
November
15, 2002
Time
to Take More Profits
November
08, 2002
82%
in Just 10 Days
November
01, 2002
One
Week ñ 25.6% Average Gains
October
25, 2002
TLK up 13%
October
18, 2002
DG
on Hold
October
11, 2002
Insiders
Flocking
October
04, 2002
MWY
up 10%…
September
20, 2002
Insiders
are Flocking…
September
20, 2002
Hold
GNK
September
13, 2002
DG
SSS up 6.3%
September
6, 2002
In
this DG Earnings
August
30, 2002
Hold HPON
August
23, 2002
Dollar
Store Run
August
16, 2002
DG
SSS up 6.6%
August 9, 2002
Sell
EWJ
August 2, 2002
DG
- the place to be
July 26, 2002
Good
News Remains
July 19, 2002
ITRU
Up 61%
July 12, 2002
More
Gains
July
5, 2002
ITRU
Up 53% in 11 Days
June
28, 2002
ITRU Up 36% in Nine Days
June
26, 2002
IBN
Remains a Hold
June
14, 2002
Gold in the Markets
June 7, 2002
WINKóSell
it for 52% Profits
May 31, 2002
South
African Breweries Update
May 24, 2002
Holds
and Sells
May 17, 2002
IC
now IBN
May 10, 2002
59%
Gains, 10 Days
May 3, 2002
WINK
up 8%
April 26, 2002
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October
29, 2004
China Stocks Rock the House
By
Ian L. Cooper and Erin Beale
Congratulations
to those of you who followed Chris DeHaemer's
August 23, 2004, web-only pick of Chinese Internet
stocks SINA (which just posted
blowout earnings), CHINA ,
NTES , and SOHU .
Here's
where we currently stand.
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CHINA
|
23-Aug-04
|
$4.24
|
$4.75
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12%
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| NTES
|
23-Aug-04
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$37.75
|
$46.35
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23%
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| SINA
|
23-Aug-04
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$20.10
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$33.12
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65%
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| SOHU
|
23-Aug-04
|
$15.64
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$16.22
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4%
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You
can find our more about them here: http://www.taipanonline.com/htmlcode/members/alerts/20040823.html
According
to DeHaemer, “ China
tech stocks launched this week, riding on the
coattails of Sina Corp (SINA:NASDAQ)
, whose Q3 revenues were up 65% with
earnings up 24%. The company attributed the
growth to strong advertising.
“Our
other Chinese Internet picks are no slouches,
either, as you can see above.
“Sina
was able to produce strong growth in advertising
despite a yearlong crackdown by the Chinese
government on porn and other websites incompatible
with good, clean Commie fun. China Mobile, the
state-owned telecom whose networks carry Sina
products, suspended approval of Sina's applications
for products using its interactive voice service
for three months and of applications using more
advanced systems for six months. That means
things will only get better once these suspensions
end. Values are still one tenth those of US
Internets. Hold these stocks!”
And
while companies like Sohu only see earnings
between 17 and 19 cents per share, below rough
estimates of 22 cents per share, we are not
changing our bullish position on China Internet
stocks, as we believe they're still undervalued.
Before
bidding you a good day, here's Erin Beale with
more…
Sunny
Days Ahead for Sunrise
Sunrise
Senior Living (SRZ:NYSE) has lagged
in our portfolio for the past few months. But
the stock has been running strong lately and
I anticipate a breakout ahead of Q3 earnings,
scheduled for release on November 4.
Remember
that Sunrise is completing the process of selling
all underlying real estate and instead signing
long-term contracts to manage the senior care
facilities. This is intended to reduce debt
levels and stabilize earnings. I anticipate
Q3 numbers will show a positive transition.
And the way this stock has been running, it
appears that investors agree.
With
a PEG of 0.43 and a P/E of 14, I still like
Sunrise fundamentally. Sunrise blows its closest
competitor, Beverly Enterprises, out of the
water in revenue growth and valuation levels.
I maintain my belief that Sunrise is a solid
play with lots of growth potential ahead, and
I recommend you continue to hold your shares.
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