Winning is grabbing momentum, profiting from it and then releasing it
A winner must be willing to embrace change and welcome challenge. The biggest “fear,” if there is one, is not of the unknown, but of becoming complacent and stagnant. An environment of change and even uncertainty can energize a mentally strong person and bring out their best.
Those this month that have taken heed of the daily market negative warnings are losing out of profits. The market does what it wants, even in the dog days of summer !
Taking a hard look at the following winners:
11:00am Found some issues on further review with some of the stocks listed above. One I like and bought a few minutes ago is SWKS.
2:50pm Decided to take very nice profit in VIPS. VIPS has slowed down a bit, will be on outlook to re-purchase however. Didn't want to be over-exposed in China online commerce stocks as I currently hold JD and BITA.
CHINA ONLINE COMMERCE
China Online Commerce has increased in growth by 44% year-to-year. Here are 15 china e-commerce stocks to consider. Do your own homework, I'm not recommending all of these, just listing the interesting ones. I currently do own two of the stocks listed.
Some people talk about wishing they got in on the 'ground floor' of a new and exciting sector. China Online Commerce has been one this year. A number of IPO's have come out this year in this exciting industry for one to invest in. I will list a number of stocks and their domestic counterparts.
China will displace USA as the largest e-commerce market in the world this year.
1. ALIBABA - IPO coming sometime this year
ALIBABA is the largest online commerce company in the world, It is a combined EBAY, PAYPAL, AMAZON, and online shopping center.
Jack Ma, founder of Alibaba... 'Most companies, when they're doing good, ... they don't worry about 5 years later - but I worry about 5 years later."
2. JD.COM (JD)... recent IPO
JD is the largest direct online sales company in China. It is also the second largest online commerce company, second on to ALIBABA. It has a fulfillment base and business model similiar to AMAZON. Unlike ALIBABA, mobile is one of the strengths of JD.
3. VIPSHOP (VIPS) went public in 2012
VIPS is highly profitable and growing. Sells deeply discounted name brands in online 'flash sales' held for limited quanitity and sold in limited time frames. Similar to HomeShoppingNetwork in style.
It is expected to surge 104% in 2014 over 2013 and another 60% by 2015.
4. 58.COM (WUBA) Went public in 2013
Known as the CRAGLIST of China. WUBA was profitable in 2013, expected growth 125% by 2015.
5. ZPIN (Zhaopin) New IPO, just went public
Online recruitement, a leading career site, second largest in revenue.
6. Dianpng - Upcoming IPO
Online restaurant reservations. Similar to YELP.
7. WB (Weibo) New IPO
WB is considered the twitter TWTR of China.
8. Baidu (BIDU)
Baida is the Google GOOGL of China
9. QIHOO (QIHU)
QIHU is a competitor of BIDU
10. TOUR (Tuniu) New IPO
Online travel industry.
11. BITA - (BitAuto) Went public in 2011
Provides online auto content for consumers and dealerships in China
12. JMEI (Jumei Holdings) New IPO, went public in May 2014
China's leading online retailer of beauty products
13. LEJU (Leju Holdings) New IPO, went public in April 2014
Online real estate services.
14.DANG (Dangdang) Went public in 2011
Called the AMZN of China.
15. TCEHY (Tencent). Public in 2010.
Online social media and online gaming
AMZN 12/31/14 500.00 projected
BIDU 12/31/14 260.00 projected
TSLA 12/31/14 245 2nd projected (2/10) projection MADE
TSLA 12/31/14 220 projected (original projection MADE)
NFLX 12/31/14 475 2nd projection (2/27)
NFLX 12/31/14 415 projected PROJECTION MADE
PCLN 12/31/14 1600 projected
AAPL 12/31/14 775 projected adjusted for split 112
AAPL 12/31/12 532.17.... 76.08
YHOO 12/31/14 60 projection
YHOO 12/31/13 40.44
ILMN 12/31/14 295 projection (added 3/6/2014 priced 171.23)
ILMN 12/31/13 110.59
ILMN 12/31/12 55.59
Catching Fire portfolio is next
Catching Fire started during thanksgiving week, Nov 2013
Always be in the lookout for companies in new and exciting industries