Have a few minutes to spare, and I feel like I owe my blog a quick entry; So whatever pops in my head in the next 8 mins I'm going to write...enjoy!
...starting now...
- Stock Market / Economy: Holding positions in both RTK and CTDC as the world continues to focus on energy. RTK converts fossil fuel to diesel and CTDC is a solar power products producer out of China. Both long, both strong. CTDC I hope gets some buzz with the Olympics, and the construction of their new plant. Other non energy related positions I like are F (even though they are hurting right now, they will find a way to turn around), S (great service, CDMA will win on the other side), NMRX (rough at the moment but they will surly make some smart moves in the GPS and enabling developers world), HPQ (Uncle is a VP so I'm slightly biased but their products are superb in the industry and they have the best process and marketing around, BBY (only because they are the steady hand in consumer gadgets for the everyday person), TGT (the middle class will continue to grow, and on the flip side of this economy turn people will get tired of Wallmart, Costco, and Sam's Club), and lastly TIF (Christmas will come around, and ladies will want their Jewelry, I remain long on this poistion as well).
- Tech World: The App Store has taken in about $1 million per day for the iphones which is incredible. I accredit that to the developers who make 70% of the profits from their apps. APPL confirms that they have a "kill switch" which will delete any malicious apps built...if true, I'm impressed.
- Sports: Still mourning about Brett Favre, he's just not a Jet. Not sure about Aaron Rogers yet, so I'm longing Tom Brady (YHOO fantasy football is the only reason) and hope the Vikings can pull together a strong worthy season. I'm sure I'll still sport the GB Favre jersey though...he is a legend. USA Olympics have been enjoyable, seems like the Chineese have stepped up their game since the past. I enjoyed the Biking down the Great Wall of China...simply incredible. Not to mention some great swimming, gymnastics, and more to come.
- World News: Hollywood woke up this morning to the news that actor-comedian Bernie Mac has passed away at the age of 50. The guy was brilliant, and probably one of the finest Hollywood family guys around. He brought something unique to all his movies, and my favs in the Oceans 11, 12, and 13 series. God has won one funny humble guy.
- Personal: One of my clients Bob Ellis Shoes was recently asked to do a radio interview with one of their guys named Bill Dowling about shoes, handbags, blogs, etc. You can listen in here, and I want to thank Bill for the plug around the 12 mins and 30 seconds mark. I enjoy working with you and the Bob Ellis Shoes Team to further your success! If these guys were a publicly owned firm I would hold positions, hot market, great company. And lastly Michael Buble returns to the United States soon to kick off more of his tour...hopefully he heads out this way.
The end...relatively organized I must say. Typically my brain wonders much more aimlessly with things like this :D
Good call on the stock position "S" they've gone up nearly $1/share in the past few days and are making a steady climb. Hat tip to you sir.
Posted by: Tim Debord | August 15, 2008 at 07:18 PM