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 AsiaInfo Holdings Inc.  (ASIA) Trade Now »     Rate ASIA  -  Discuss ASIA  -  Add to Watch List         Graphic_subscribe

       Sector: Technology  >  Industry: Computer Networks
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ASIA: Bull or Bear? From:    SocialPicks  |  Blogsphere  |  All

From the Blogosphere

Someone's Computer Goes Ballistic on AsiaInfo Holdings (ASIA); Gafisa (GFA) Continues to Fly
Tradermark
34%
This feels so much like 1999; it's like an orgy of moves to the upside.

I am not sure what is going on today with AsiaInfo Holdings (ASIA) but it appears at around 10:15 AM someone's HAL9000 got very interested in the name. Volume in the first 75 minutes is already 140% of the daily average. Stock up 10%.

[click to enlarge]


Gafisa (GFA) is on a tear the past 3 sessions, a computer went crazy first thing this morning as well here - just like ASIA we already have about 130% of a full day's volume in the first 75 minutes.

[click to enlarge]





This market is simply frightful for bears. I would call ...
By  Trader Mark   (-7.00%  risk: moderate)  10/14/09 Comment


Cisco (CSCO) Buys Starent (STAR) - Did You See This?
Nice news today…. Our 2% position in Starent Networks (STAR) is getting a nice premium today as Cisco Systems (CSCO) is buying the company. In fact, a premium of 20%. If you listened to the latest TDI Podcast (#130), we discussed STARENT in detail. Hopefully you picked up shares. If not, listen HERE and make sure [...] Related posts:
  1. Starent Networks (STAR) - New Information
  2. Potash (POT) Cuts Guidance - Sales Soft, Outlook Dim
  3. Looking at AsiaInfo Holdings - (ASIA)
By  Andrew Horowitz   (-9.28%  risk: moderate)  10/13/09 Comment


AsiaInfo Holdings (ASIA) Breaking Out Nicely
Tradermark
34%
I have been surprised how ignored AsiaInfo Holdings (ASIA) has been, a great combination of growth and value - but since it is irrelevent to have solid fundamentals I suppose it should not of been that surprising. Finally the past 2 sessions traders returned to this name. I bought a tad yesterday since I was underweight this name while I waited for it to come out of comatose, and yesterday seemed to have some potential. But in retrospect certainly not enough exposure was added - the stock is exploding higher today.

I am not sure if today's news has much to do with it, or simply traders no...
By  Trader Mark   (-7.00%  risk: moderate)  09/23/09 Comment


Two that Got Away - CNinsure (CSIG) and Perfect World (PWRD)
Tradermark
34%
Unlike AsiaInfo Holdings (ASIA) I missed buying the breakout in CNinsurance (CISG) and am kicking myself the past week for not jumping in on a very obvious move. Once it broke that late August high of mid $19s it should of been bought. I have no idea what caused that massive spike in volume 4 days ago but that also yelled "buy". Then the move over $22 took it to yearly highs, which was a 3rd signal. Only about a 0.2% stake... bad. Very bad.

[Aug 31, 2009: Bookkeeping - Limit Order for CNinsure Activated]
<>[<>Aug 27, 2009: CNinsure Report Solid but Many Acquisition Costs/Benefits Running Thro...
By  Trader Mark   (-7.00%  risk: moderate)  09/23/09 Comment


Fund Performance Period 9
Tradermark
34%
As a reminder, if you are interested in this type of fund as a worthwhile consideration for future investment, please consider reading why this blog exists.
  1. [Jan 7, 2008: Reader Pledges Toward Mutual Fund Launch]
  2. [May 26, 2008: Frequently Asked Questions]
  3. Our story in Barron's [A New Kind of Fund Manager]
Or if you are just here for daily market / economic commentary or stock trades to follow on your own, consider supporting the blog via donation (paypal buttons can be found on the upper right margin of the blog)



For those who read the content of the website via email or RSS reader, you can com...
By  Trader Mark   (-7.00%  risk: moderate)  09/14/09 Comment



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