Market disregards media negative warnings


     The Market is getting too fast for some people. It's takes fortitude to keep up
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A winner is willing to take calculated risks. This is a different thing entirely than jumping headlong into foolish risks. But with mental strength, an individual can weigh the risks and benefits thoroughly, and will fully assess the potential downsides and even the worst-case scenarios before they take action

The Daily Log

Aug 19, Tuesday

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 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

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


 Portfolio members with 2014 projections....entered in early January 2014

AMZN 12/31/14  500.00 projected
AMZN 12/31/13  398.78
AMZN 12/31/12  259.15

BIDU    12/31/14 260.00 projected
BIDU    12/31/13 178.88
BIDU    12/31/12 100.29
GOOG    12/31/14 1500.00 projected 
GOOG   12/31/13 1120.71
GOOG   12/31/12   707.38

TSLA     12/31/14   245  2nd projected (2/10) projection MADE
TSLA     12/31/14   220  projected (original projection MADE)
TSLA     12/31/13   150.43
TSLA     12/31/12     33.87

NFLX     12/31/14  475  2nd projection (2/27)
NFLX     12/31/14  415  projected     PROJECTION MADE
NFLX     12/31/13  368.17
NFLX     12/31/12   92.59

PCLN     12/31/14   1600  projected
PCLN     12/31/13   1162.40
PCLN     12/31/12     620.39

AAPL    12/31/14   775 projected adjusted for split 112
AAPL    12/31/13    561.02.... 80.51
AAPL     12/31/12   532.17.... 76.08
 DIS        12/31/14    95.00 projection
DIS         12/31/13    76.40
 DIS          12/31/12    49.79

YHOO     12/31/14     60  projection
YHOO     12/31/13    40.44
 YHOO      12/31/12   19.90
 FB             12/31/14  72  projection - projection MADE
FB              12/31/13  54.65
 FB              12/31/12  26.62
 TWTR       12/31/14   82 projection
TWTR        12/31/13  63.65 
TWTR        IPO CLOSE 44.90

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


Regarding the Catching Fire portfolio. My real account in part mimics most but not all  of the same stocks at different buying prices and different quantities.

                                                                                       Are you going after the big fish?
This site isn't all about the stock market. However, with the daily updating of the stock market, it took most of my time. I am still going to discuss  the stock market but also  going to relate more to other parts of this site - such as the paintings, my hobbies such as estate sale treasure hunting, movies, autos, etc.
I have developed a good following if the Blogger statistics I get are correct. It will be interesting to see how they change in the coming months.

Catching Fire portfolio is next

Catching Fire started during thanksgiving week, Nov 2013
Picture gallery





Always be in the lookout for companies in new and exciting industries 



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