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PWRD Analysis & Videos »
PWRD: Bull or Bear?
And Here We Go....
PWRD
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+0.00%
in
3 hours
(closed on 07/14/08)
It's Sunday night in socialist America - that can only mean one thing. It's government time! They are starting even earlier than Bear Stearns (BSC) bailout Sunday. Another night of hitting refresh on CBSMarketwatch to watch the actions one after the next.
WSJ: Treasury to Issue Statement Supportive of Mortgage Giants
<>Treasury officials this evening are expected to announce several measures aimed at shoring up confidence in Fannie Mae and Freddie Mac, according to people familiar with the situation.<>The Treasury announcement is <>likely to discuss the availability of a line of credit for the c...
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Bookkeeping: Weekly Changes to Fund Positions Week 49
PWRD
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-5.92%
in
35 days
(closed on 08/18/08)
Week 49 Major Position Changes
Fund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger position changes.
Being a long only fund, via Marketocracy rules, the only hedges to the downside I have are cash or buying short ETFs. I cannot short individual equities.
To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'.
Cash: 0.0% (vs 3.2% last week)
58 long bias: 89.2% (vs 86.5% last week)
9 short bias: 10.8% (vs 10.3% last week)
<>67 p...
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Bookkeeping: Adding to Perfect World (PWRD)
PWRD
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-9.60%
in
3 days
(closed on 07/14/08)
This market is so strange. A slow motion train wreck that will never reach a crescendo. Half our positions are actually up, but the half that are down are taking a beating in the back alley. I'd actually prefer the market to simply give up in the last hour as people leave to go to the Hamptons. Death by a thousand cuts is just not working for me.
Anyhow, I am loving the action of Perfect World (PWRD) so adding another layer on top of what we have. We added a bit Tuesday as well. The last 4 days it has been holding up like a champ and we love this sort of technical strength - you'd thin...
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Bookkeeping: Adding to Perfect World (PWRD)
PWRD
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+8.90%
in
15 days
(closed on 07/11/08)
Good heads up by a reader yesterday on this name in the Chinese online gaming space, Perfect World (PWRD). I see no specific news, other than a license agreement with the Philippines, but I like stocks holding up in terrible tapes. So we'll push this stock back up to a 1.1% stake. It is a very easy technical trade - if the stock holds above 50 and 200 day moving averages - we keep & add. It breaks down below, we take some small loss and cut back. (I'd use $25.50 as a pivot point to sell down) So we'll add here in the $26.60s or so and if we are wrong will ratchet the position back dow...
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Bookkeeping: Selling off More Perfect World (PWRD) and Cummins Engine (CMI)
PWRD
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+2.07%
in
3 days
(closed on 06/16/08)
I am selling off some more winners here from stocks we've discussed this morning and yesterday.
First Perfect World (PWRD) which we just discussed - as we just wrote we'd look for mid $25s to lay off more shares
The stock is now trading back to the mid $24s range, up 13% - as I outlined in the previous post on this stock I'll continue to cut back on this name as it approached resistance which in this time frame means mid $25s or so.
....and we got them within an hour (stock has hit $25.59), so I am cutting the shares I bought just last Friday in the $23.70 (which I had sold in the $26.20s). S...
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Bookkeeping: Weekly Changes to Fund Positions Week 45
PWRD
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-2.42%
in
10 days
(closed on 06/26/08)
Week 45 Major Position Changes
Fund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger position changes.
Being a long only fund, via Marketocracy rules, the only hedges to the downside I have are cash or buying short ETFs. I cannot short individual equities.
To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'.
Cash: 15.6% (vs 31.3% last week)
51 long bias: 58.3% (vs 59.4% last week)
9 short bias: 26.1% (vs 12.2% last week)
<>60...
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Market Punishes Perfect World for Earthquake; Buying the Dip
PWRD
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-2.17%
in
27 days
(closed on 06/16/08)
Perfect World (PWRD) reported very good numbers, but due to 'disappointing earnings' (some of it due to 3
day shutdown in China due to mourning period for the earthquake)<!----> the
stock is down over 9%. Sort of silly, so I added more here in
the low to mid $28 range, which coincides nicely with some key support
around $28.00. Growth metrics this quarter look very nice; revenue grew
18% sequentially and 248% year over year. Gross margin expanded 2.5%!
sequentially and nearly 10% year over year! (wow). Net income up 8.3%
sequentially and 296% year over year. <><>Total revenues were RMB303.2 mill...
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Perfect World a Perfect Play
PWRD
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-13.63%
in
4 days
(closed on 05/20/08)
<>I am beginning a stake in Chinese gaming company Perfect World (PWRD)in the $30.70s.<!----> I tried to buy this 2 days ago near $29 butMarketocracy.com did not have it in their database (ugh). So now it isready to be bought, so I'm paying up 5.8% from where I had wished.
Perfect World is part of a cohort of Chinese gaming companies (some others include Giant Interactive (GA), Netease (NTES), and Shanda Interactive (SNDA))Unlike American video games, I don't have any sophistication or windowinto which games actually will be the big winners since many are basedon domestic folk lore/tradition a...
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Perfect World (PWRD) - Perfection is Hard to Beat
PWRD
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+58.09%
in
633 days
As markets begin to show the first sustainable signs of life this year, it is time to begin to nibble on long positions in hopes that the rally will last long enough to book some profits. While risk management and damage control are still key ingredients to any investment program, the environment is becoming a [...]
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Perfect World (PWRD) - Perfection is Hard to Beat
PWRD
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+0.00%
in
0 minute
(closed on 02/27/08)
As markets begin to show the first sustainable signs of life this year, it is time to begin to nibble on long positions in hopes that the rally will last long enough to book some profits. While risk management and damage control are still key ingredients to any investment program, the environment is becoming a [...]
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About Perfect World Co. Ltd.
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