MaoXian.com -- Archive > December 21, 2004

Stocks to Watch -- Tuesday, December 21

Posted on December 21, 2004 at 14:15, GMT

Chat Room Will Have Delayed Open This Morning

I have a Christmas lunch party to go to, so the usual pre-open chat will be delayed until 10 AM eastern time. Give it a shot around that time.

Posted on December 21, 2004 at 8:25, GMT

Chart of the Day -- J.B. Hunt, Monthly Chart

J.B. Hunt Transport Services, Inc. is a truckload transportation and logistics company in North America. Together with its wholly owned subsidiaries and associated companies, J.B. Hunt provides transportation and logistics services to customers throughout the continental United States, Canada and Mexico.

JBHT hit a new all-time high yesterday. Like other stocks in the transportation and logistics sector - FDX, UPS, YELL, etc. - JBHT has had a very good year.

JBHT, Monthly Chart

Posted on December 21, 2004 at 8:15, GMT

Best and Worst Performing Mid-Cap Stocks (last 4 weeks)

Best:

Sepracor Inc (SEPR)
Up ~24% {pharmaceutical products}
Toll Brothers Inc (TOL)
Up ~22% {homebuilder}
Activision Inc (ATVI)
Up ~20% {software games}
Cincinnati Bell Inc (CBB)
Up ~18% {local, long distance, wireless and data communications}
Gtech Holdings Corp (GTK)
Up ~18% {online lottery transaction processing systems}

Worst:

Adtran Inc (ADTN)
Down ~19% {telecommunications equipment}
RSA Security Inc (RSAS)
Down ~18% {security software}
3Com Corp (COMS)
Down ~18% {networking products}
Quantum Corp (DSS)
Down ~15% {storage equipment}
AirTran Holdings, Inc (AAI)
Down ~14% {low-fare airline}

Posted on December 21, 2004 at 7:55, GMT

David Edelstein's Ten Best Movies of 2004

There are more than ten because he just couldn't help himself.

Eternal Sunshine Of The Spotless Mind
Sideways
Hero / House of Flying Daggers (tie)
Bad Education
The Incredibles
Tarnation
Spanglish
The Aviator
Metallica: Some Kind of Monster
Ramones: End of the Century
Infernal Affairs
Goodbye, Dragon Inn
Moolade
Vera Drake

Posted on December 21, 2004 at 7:45, GMT

Traffic Conditions on Yahoo! Maps

View Traffic on Yahoo! Maps

Cool.

Posted on December 21, 2004 at 7:35, GMT

Refusing to Pay 500 Times for Hot Air

Francis Chou flies quietly under the industry's radar, by James Langton:

"Chou screens about 2,000 names and looks at basic financial metrics, including price/earnings and price/book ratios and strong balance sheets. He may find 20 to 30 names that he deems 'worth looking at.' He then looks for opportunities in which firms are 40%-50% undervalued. Undervaluation alone isn't enough, however. Chou also demands a 'margin of safety,' ensuring that while a company may be undervalued, it has the genuine intrinsic value of either solid earnings power or hard assets that aren't depreciating ... The firm does no marketing or promotion. As result, despite its stellar long-term record, Chou RRSP Fund has just $153 million in assets - and that's the way he likes it."

You can read Mr. Chou's reports and letters at his website, Chou Associates Management, Inc.

Posted on December 21, 2004 at 7:25, GMT

Roundup of China Aviation Oil News X

Red-hot China market poses unique risks to investors -- CSM

"Not long ago, [the Securities Investors Association of Singapore] and others hailed CAO as a model Chinese business adhering to strict corporate governance standards. CAO executives even responded to investor questions in online forums (though it now appears that the answers were not always truthful). On paper, CAO also had good risk management procedures in place, including a manual reviewed by auditor Ernst & Young. Ultimately, there wasn't any oversight."

China Sends Good Signals Over China Aviation, Lee Kuan Yew Says -- Bloomberg

"China 'would want to protect its reputation for subsequent IPOs and subsequent listings. They have to establish credibility, they're not a fly-by-night organization. I think that's what it's all about. And it's good.'"

Posted on December 21, 2004 at 7:15, GMT

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