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 zyaadakairaada     Graphic_subscribe   

    Start Tracking zyaadakairaada  -  Add to Friends  -  Send Message   
    Community Rank: Associate (1458 pts)  |  Member since 09/30/2008
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Picks Performance:
Outperforms
67%
of community

All-time Return
+15.49%
(in over 4 years)
Risk (SD)
Conservative
0.00%
Sharpe Ratio
-5.39
Followers
4
Winning Picks
65 of 162
Total Views
156164


 Last Activity: Added ITMN to bullish list on 05/12/10 

Current Stock List:
Symbol SP Sentiment Rating Return Since
ITMN Positive -9.88% 05/12/10
BKC Positive n/a 03/23/10
FDX Positive +8.71% 03/23/10
SIRI Positive +276.66% 03/23/10
UAM N/A Positive -40.45% 03/23/10
KFT Neutral/Hold n/a 01/19/10
C Positive +1337.21% 01/19/10
JPM Positive +21.75% 01/18/10
COF Neutral/Hold +51.93% 12/13/09
AIG Neutral/Hold +57.42% 12/13/09




Opinion & Analysis
Graphic_rating_buy Bullish on BKC ...   about BKC   03/23/10
DB recommended, time to buy into America's food rush as healthy gets wealthy but meat stays put.

Graphic_rating_buy Bullish on FDX ...   about FDX   03/23/10
Time to get back on the road, DB upped its rating on the stock. Q3 income doubled to $239 mn or 77 cents for a Fred Smith Econoquote on America's great recovery in 2010

Graphic_rating_buy Bullish on SIRI ...   about SIRI   03/23/10
After paying off goodwill charges in 08 , 09 was clean with $2.5 billion revenues bringing it to a pretty low 4 cent oss, followed by 0.01 cent loss in the trailing qtr. also a reverse split is up

Graphic_rating_buy Bullish on ITMN ...   about ITMN   03/23/10
GReat going after pirfenidone approval for a little known lung disease with $750m est sunk in research

Graphic_rating_buy Bullish on UAM ...   about UAM   03/23/10
This Medicare operator has been in the limelight



Discussions

Re: Sell the mono mega Burp! 08/29/09
they had $550 billion in investments after writeowns, in the fixed income market maybe more than $350 billion of this which is rising at about 30-49% every quarter with the stimulus..now when that reaches real conditions again without stimulus, the value will start coming down. If they are abe to sell their asian and other international businesses for $20 billion odd, nothing like it... else ag...

Re: Time to back out of the sad mood pill, and pop one for th... 06/17/09
Did you audition at my studios ever?

Re: Time to revisit European banks which get gov't aide. 05/26/09
The funding is definitely going to boomerang on them as these billions in no way can be treated on par with equity holders by the market. But the point is that now that MTM problems are past, the encouraging signs for fund raising and as you point out, the intention of the govts to sell might well work wonders..so why do you propose that their current earnings are not honestly reflected in the ...

Re: Time to revisit European banks which get gov't aide. 05/26/09
The funding is definitely going to boomerang on them as these billions in no way can be treated on par with equity holders by the market. But the point is that now that MTM problems are past the encouraging signs for fund raising and as you point out, the intention of the govts to sell might well work wonders..so why do you propose that their current earnings are not honestly reflected in the $...

Re: IBM is ON 05/20/09
We are very near the cyclical dip as there are no buybacks either..but it is a good stock to own because 50% of its revenue comes from consulting and services and 50% from hardware. It is on 45 of the top 50 Fortune companies and has more than a 100 $50m accounts in services alone..

Retail Sales 05/14/09
Analysis by seekingalpha.com - daniel Harrison Did anyone bother to look at the itemized April retail sales data yesterday morning before they went to work? Or did everyone just jump on the headline figure, which showed a broad-based decline on the month of 0.4% vs. 0.1% expected? (That disappointment sent the Dow Jones plunging nearly 200 points during the day.) Retail sales data compris...

Rents down two thirds 03/23/09
Take-up of new offices in the City of London has fallen to its lowest for more than 20 years as the slowdown in the economy has reined in financial services businesses from expanding and moving to new buildings. There has been just 220,000 sq ft of new occupied space in the Square Mile since the beginning of the year, half the previous lowest office take-up during the last recession, when 50...

Re: BAC Lewis gets BofA another new solution 03/18/09
the smaller banks may seem all positive on the balance sheet, but are unlikely to get anywhere without big brother in the market where size of the deal decides your profits. write up is the fact which market has over discounted. bac remains a well managed jumbo and is in the money.

Testing waters 03/08/09
Technorati Profile Index to stay dull coming month, can traffic stats at socialpicks mirror the markettrend?

Re: Need Cash - A new not so subtle form of 'give me the money' 01/25/09
The Carolinas and Phils have been handed over to the Wachovia team for strengthening Wells up at the pond. The Wells WFC merger is being handled much more seamlessly and without information opacity . BofA has to remind itslef how it managed to put the horse before the cart all these years since 2001 Also as the startribune.com reports: The CEO of Wells Fargo & Co., now the nation's fo...




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Associate
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Friends of zyaadakairaada ...

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More about zyaadakairaada

Investment Style:
Moderate  [?]

Avg exp holding time:
373.11 days

Age:
30's

Occupation:
Investment Banker

Location:
India



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