August 11, 2010


New Follows on Twitter

I’m always looking for smart, interesting people to follow on Twitter. Twitter recently started to suggest new people to follow .

I gather various statistics including Following, Followers, Listed, Tweets, Follow Cost 1, Follow Cost 2, and % Replies for every suggested person. I have a “Goldilocks” theory for managing Twitter. You can’t follow too many people or too few. You can’t tweet too much or too little. And you absolutely must engage with people.

If you follow too many people, you’re not really reading your stream. If you follow too few it shows that you’re using Twitter as a broadcast medium. If you overtweet you will flood and clutter my stream — this is a dealbreaker for me no matter how good your other stats are. If you undertweet I’m going to lose interest in you. If you don’t engage enough with people, I won’t follow you.

My own statistics currently look like this:

@maoxian 120 (# of people I’m following) 3676 (# of people following me) 182 (# of lists I’m on) 5154 (# of tweets I’ve made) 4.09 (Follow Cost average updates) 12.10 (Follow Cost recent updates) 85% (% of my tweets that are replies — very high engagement)

Here are 35 people Twitter suggested I follow with my notes for each:

@nickfenton 170 1413 46 5352 6.50 4.81 10%
LIMITED ENGAGEMENT
@Dasan 1630 2877 100 14408 16.34 3.74 15%
OVERFOLLOWING, LIMITED ENGAGEMENT
@atask 331 2307 118 7202 8.10 3.97 24%
@BreakingNews 248 1806315 27815 38444 32.43 23.44 (nuclearx2) 0%
OVERTWEETING, ZERO ENGAGEMENT
@upsidetrader 267 9008 428 28399 32.87 (nuclear) 8.75 53%
OVERTWEETING (but good engagement)
@agwarner 597 3738 154 11801 9.88 331.67 (nuclear) 65%
OVERFOLLOWING, OVERTWEETING (but good engagement)
@TheKirkReport 344 4622 283 4358 7.45 16.28 0%
ZERO ENGAGEMENT
@raykwong 16318 19860 727 9965 12.38 28.64 (nuclear) 15%
OVERFOLLOWING, OVERTWEETING, LIMITED ENGAGEMENT
@pkedrosky 313 52067 1415 27658 22.32 34.41 (nuclearx2) 29%
OVERTWEETING
@aiki14 289 3602 214 15906 29.51 213.89 (nuclearx2) 60%
OVERTWEETING (but good engagement)
@CMEGroup 4501 756827 1157 8392 11.67 22.47 (nuclear) 5%
OVERFOLLOWING, OVERTWEETING, LIMITED ENGAGEMENT
@BloombergNow 16 11541 1093 4679 22.28 65.45 (nuclearx2) 0%
UNDERFOLLOWING, OVERTWEETING, ZERO ENGAGEMENT
@ericbolling 268 7433 370 3416 4.20 7.91 40%
@hedgefundinvest 253 4051 238 2597 4.79 15.98 15%
LIMITED ENGAGEMENT
@stinson 1525 2052 135 20445 20.08 12.71 40%
OVERFOLLOWING (but good engagement)
@Prospectus 689 1395 48 9992 7.99 10.81 50%
OVERFOLLOWING (but good engagement)
@fundmyfund 140 2906 121 10336 18.07 1.71 53%
@IRON100 3677 4742 135 25936 30.91 (nuclear) 15.87 65%
OVERFOLLOWING, OVERTWEETING (but good engagement)
@zerobeta 356 1057 72 8084 10.05 15.60 35%
@tickerville 1273 4641 196 4760 5.40 5.24 55%
OVERFOLLOWING (but good engagement)
@DougKass 291 9918 381 1161 2.10 3.30 10%
LIMITED ENGAGEMENT
@shitmydadsays 1 1557691 40544 126 0.34 0.11 0%
UNDERFOLLOWING, UNDERTWEETING, ZERO ENGAGEMENT
@felixsalmon 596 7753 687 7632 11.09 2.90 20%
OVERFOLLOWING, LIMITED ENGAGEMENT
@zerohedge 148 9221 817 13942 24.16 258.54 (nuclearx2) 0%
OVERTWEETING, ZERO ENGAGEMENT
@WeeklyTA 22 5234 362 12538 18.55 16.59 10%
UNDERFOLLOWING, LIMITED ENGAGEMENT
@taniabranigan 409 1454 140 1960 5.01 9.69 10%
LIMITED ENGAGEMENT
@infoarbitrage 189 4582 375 4434 4.86 4.11 10%
LIMITED ENGAGEMENT
@TodayTrader 136 7234 269 8735 15.74 2.11 37%
@nelderini 374 2173 172 7496 6.18 25.82 (nuclear) 45%
OVERTWEETING (but good engagement)
@bondscoop 428 1203 84 3189 3.96 2.81 65%
@SlopeOfHope 5 3719 112 405 0.4 0.3 0%
UNDERFOLLOWING, UNDERTWEETING, ZERO ENGAGEMENT
@alaidi 70 6254 447 19.43 90.28 (nuclear) 10%
OVERTWEETING, LIMITED ENGAGEMENT
@sentimentrader 187 4392 201 699 0.62 0.24 10%
UNDERTWEETING, LIMITED ENGAGEMENT
@BarackObama 718166 4855827 94599 857 0.68 2.46 0%
OVERFOLLOWING, UNDERTWEETING, ZERO ENGAGEMENT
@ReformedBroker 813 2620 186 5760 10.95 23.16 (nuclear) 15%
OVERFOLLOWING, OVERTWEETING, LIMITED ENGAGEMENT

I will begin to follow the people in bold above on a trial basis. If their tweets are generally interesting, informative, or funny, I’ll continue to follow them. If they bore me or are single-minded, then they’ll get the boot.

I’ll add the new people that Twitter suggests to me to this post with the same kind of analysis from time to time.

………………….

Next batch:

@illuminantceo 2011 2239 130 8169 14.41 27.71 (nuclear) 20%
OVERFOLLOWING, OVERTWEETING, LIMITED ENGAGEMENT
@TheEconomist 43 324264 18508 2154 1.81 12.12 0%
UNDERFOLLOWING, ZERO ENGAGEMENT
@daytrend 161 2598 145 13860 21.29 99.23 (nuclearx2) 11%
OVERTWEETING, LIMITED ENGAGEMENT
@steenbab 2 8818 336 10710 9.55 0.67 0%
UNDERFOLLOWING, ZERO ENGAGEMENT
@dafowc 467 649 50 7478 15.20 71.69 (nuclear) 58%
OVERTWEETING (but good engagement)
@optionmonster 186 10065 451 7997 9.05 18.68 5%
LIMITED ENGAGEMENT
@aimeenbarnes 1459 2494 158 5340 9.34 8.67 32%
OVERFOLLOWING (but good engagement)
@tomkeene_ 953 5740 334 5070 9.98 6.10 20%
OVERFOLLOWING
@bespokeinvest 68 1372 124 1085 2.19 3.35 0%
UNDERFOLLOWING, ZERO ENGAGEMENT
@ZipperTheory (protected tweets, automatic disqualification)
@downtowntrader 142 2543 151 4962 5.66 7.31 16%
LIMITED ENGAGEMENT
@jimcramer 91 86693 1510 4400 5.06 60.99 (nuclear) 0%
UNDERFOLLOWING, OVERTWEETING, ZERO ENGAGEMENT
@christinelu 1996 14262 1084 37294 33.60 25.82 (nuclearx2) 37%
OVERFOLLOWING, OVERTWEETING (but good engagement)
@chartly 47 6136 274 2571 5.29 19.32 0%
UNDERFOLLOWING, ZERO ENGAGEMENT
@dvolatility 677 2024 132 14996 21.58 2.641 (nuclearx2) 11%
OVERFOLLOWING, OVERTWEETING
@smbcapital 92 4643 268 2640 4.27 14.94 24%
@lonniehodge 50679 48715 1183 16260 17.75 40.23 (nuclear) 15%
OVERFOLLOWING, OVERTWEETING, LIMITED ENGAGEMENT
@GE_Anderson 436 1077 129 8847 10.98 15.30 45%

………………….

Next batch:

@ChinaGeeks 85 539 76 880 4.25 20.63 25%
@davesgonechina 292 729 81 4862 4.57 15.12 35%
@hblodget 247 15926 1085 2569 2.22 20.58 20%
LIMITED ENGAGEMENT
@BuyOnTheDip 2692 4308 155 8907 13.02 28.88 (nuclear) 35%
OVERFOLLOWING, OVERTWEETING (but good engagement)
@Nouriel 18 18642 1240 290 0.51 0.55 0%
UNDERFOLLOWING, ZERO ENGAGEMENT
@firstadopter 79 2010 104 1177 1.74 2.35 5%
UNDERFOLLOWING, NEXT TO NO ENGAGEMENT
@ericjackson 619 2418 109 12906 10.29 34.49 (nuclear) 32%
OVERFOLLOWING, OVERTWEETING (but good engagement)
@carney 1822 5008 257 5333 4.30 12.23 35%
OVERFOLLOWING, (but good engagement)
@Fullcarry 291 941 67 4413 7.98 18.07 75%
@HamzeiAnalytics 30 17535 369 28516 58.67 46.51 (nuclearx2) 5%
UNDERFOLLOWING, OVERTWEETING, NEXT TO NO ENGAGEMENT
@zortrades 150 2409 169 10831 18.45 31.51 (nuclear) 44%
OVERTWEETING (but good engagement)
@limlouisa 794 1088 121 879 2.09 1.82 0%
OVERFOLLOWING, ZERO ENGAGEMENT
@kevindepew 380 1023 42 2942 4.58 10.28 18%

………………….

Next batch:

@WSJ 124 380281 17460 18155 14.76 24.27 (nuclear) 5%
OVERTWEETING, NEXT TO NO ENGAGEMENT
@IBDinvestors 687 7396 411 2732 5.07 7.81 0%
OVERFOLLOWING, ZERO ENGAGEMENT
@TheStalwart 542 3537 194 15636 17.61 73.15 (nuclear) 70%
OVERFOLLOWING, OVERTWEETING (but very good engagement)
@ChinaBizWatch 41082 41832 1145 7230 19.70 25.26 (nuclear) 0%
OVERFOLLOWING, OVERTWEETING, ZERO ENGAGEMENT
@alansmurray 232 6280 444 2609 2.87 2.63 0%
ZERO ENGAGEMENT
@wefollow 4 554559 9347 12 0.02 0.03 0%
UNDERFOLLOWING, UNDERTWEETING, ZERO ENGAGEMENT
@AlephBlog 80 631 58 1362 8.51 21.77 (nuclear) 75%
UNDERFOLLOWING, OVERTWEETING (but very good engagement)
@RaginCajun 208 1475 68 1773 1.60 9.86 37%
@chessNwine 1661 1564 71 3626 9.99 19.69 60%
OVERFOLLOWING (but good engagement)
@klukoff 1380 829 90 752 0.91 4.83 10%
OVERFOLLOWING, LIMITED ENGAGEMENT
@markmackinnon 1156 7388 602 3587 6.58 4.24 0%
OVERFOLLOWING, ZERO ENGAGEMENT
@smssearsBarrons 271 2210 122 3492 6.64 12.89 13%
LIMITED ENGAGEMENT
@AdamMinter 84 939 129 1840 3.43 2.72 20%
LIMITED ENGAGEMENT
@andrewrosssorkin 1095 296004 1748 0.47 0.43 47%
OVERFOLLOWING, UNDERTWEETING (but good engagement)
@VIXandMore 47 2897 127 2549 2.14 8.94 0%
UNDERFOLLOWING, ZERO ENGAGEMENT
@blackChinahand 129 302 46 4.76 1313 2.38 10%
LIMITED ENGAGEMENT
@afraidtotrade 95 3102 204 1619 2.66 1.48 7%
LIMITED ENGAGEMENT
@frankyu 929 1529 120 4575 3.76 3.25 28%
OVERFOLLOWING (but good engagement)
@calculatedrisk 238 5803 3463 6.49 7.55 0%
ZERO ENGAGEMENT
@herbgreenberg 101 1392 93 1028 1.19 6.34 70%
@ToddStottlemyre 408 3718 119 6503 9.56 0.75 47%
@AnneMarie2006 38 3200 201 7663 10.07 0.21 60% ABANDONED ACCOUNT
UNDERFOLLOWING (but good engagement)
@TraderFlorida 20 2984 217 19277 31.14 241.34 (nuclearx2) 0%
UNDERFOLLOWING, OVERTWEETING, ZERO ENGAGEMENT
@JeffreyLin 254 1149 62 7371 8.71 19.66 39%

………………….

Next batch:

@BillGates 52 1299397 47637 173 0.42 0.27 0%
UNDERFOLLOWING, UNDERTWEETING, ZERO ENGAGEMENT
@SellPuts 995 3597 386 18689 34.35 (nuclear) 19.78 44%
OVERFOLLOWING, OVERTWEETING (but good engagement)
@jsfalvo 172 1891 53 7898 10.82 101.19 (nuclear) 80%
OVERTWEETING (but good engagement)
@mrtopstep 15 2196 131 1787 3.17 49.43 (nuclear) 5%
UNDERFOLLOWING, OVERTWEETING, NEXT TO NO ENGAGEMENT
@SunriseTrader 324 1723 86 5302 9.43 2.30 39%
@Hedgeye 70 1184 89 1927 3.30 17.56 5%
NEXT TO NO ENGAGEMENT
@HCPG 35 1341 82 7996 15.96 10.22 65%
@coffeygrinds 928 2453 89 10864 12.15 18.66 42%
OVERFOLLOWING (but good engagement)
@theEquilibrium 124 1839 150 5717 9.05 2.86 50%
@StockAddict 90 1819 108 5561 11.08 35.70 (nuclear) 24%
OVERTWEETING
@FeedTheBull 681 2163 114 8840 9.14 2.22 15%
OVERFOLLOWING, LIMITED ENGAGEMENT
@wood83 345 2282 118 11869 10.07 11.28 50%
@rmack 1403 8452 694 6253 4.97 5.41 0%
OVERFOLLOWING, ZERO ENGAGEMENT
@JasonRaznick 588 1645 30 1932 2.12 12.83 47%
OVERFOLLOWING (but good engagement)
@AnneMarieTrades 88 1514 90 4396 14.85 8.23 45%
@johnwelshphd 42 4523 263 12233 26.14 (nuclear) 0.95 45%
UNDERFOLLOWING, OVERTWEETING (but good engagement)
@beijingdaze 230 661 76 5713 7.47 6.12 45%
@FTAphaville 8 5917 556 11862 14.04 18.28 0%
ZERO ENGAGEMENT
@interfluidity 829 1207 127 2336 5.02 0.75 65%
@BeijingAir 1 3511 141 13196 17.52 28.23 (nuclear) 0%
UNDERFOLLOWING, OVERTWEETING, ZERO ENGAGEMENT
@markminervini 2276 2272 63 587 2.78 8.9 0%
OVERFOLLOWING, ZERO ENGAGEMENT
@247WallSt 168 70688 914 12145 19.37 17.25 0%
ZERO ENGAGEMENT
@KevinMHughes 92 1790 146 11160 19.11 1.46 19%
LIMITED ENGAGEMENT
@jzcatrandom 354 1752 101 3363 4.29 0.14 33%
@stockguy22 212 5209 264 15324 31.08 (nuclear) 19.89 0%
OVERTWEETING, ZERO ENGAGEMENT
@wsmco 47 2968 104 16005 21.69 (nuclear) 13.90 60%
UNDERFOLLOWING, OVERTWEETING (but good engagement)
@DylanRatigan 132 13841 1212 2566 6.10 4.94 91%
@melissakchan 79 3369 277 683 0.98 8.54 25%
@cnnbrk 30 3285743 59827 4575 3.46 15.33 0%
UNDERFOLLOWING, ZERO ENGAGEMENT
@nytimes 198 2534908 44348 49507 39.25 45.03 (nuclearx2) 0%
OVERTWEETING, ZERO ENGAGEMENT
@traderstewie 111 2091 170 4483 10.91 15.83 50%
@TradingGoddess 29137 38241 416 23992 19.30 3.29 25%
OVERFOLLOWING (but good engagement)
@jdmarkman 310 2901 62 1021 1.42 0.23 0%
UNDERTWEETING, ZERO ENGAGEMENT
@NiuB 1905 1868 156 11622 13.82 13.01 6%
OVERFOLLOWING, LIMITED ENGAGEMENT
@SnoopyJC 89 1583 78 10196 16.13 3.92 40%
@klustout 809 16000 961 3415 6.44 2.27 5%
OVERFOLLOWING, NEXT TO NO ENGAGEMENT
@OptionRadar 71 1922 120 6039 15.85 19.45 30%
@moorehn 1182 4249 557 19741 31.59 22.24 (nuclearx2) 38%
OVERFOLLOWING, OVERTWEETING (but good engagement)
@ZMoose12 95 1307 117 17428 28.06 (nuclear) 19.03 85%
OVERTWEETING (but good engagement)
@tradingpoints 65 1397 113 3119 5.86 8.44 75%
UNDERFOLLOWING (but good engagement)
@MrTweet 230845 335639 5837 242 0.37 0.05 10%
OVERFOLLOWING, UNDERTWEETING, LIMITED ENGAGEMENT
@TheBHBgroup 595 1032 42 2431 3.83 0.43 83%
OVERFOLLOWING (but good engagement)
@financialtimes 43 165507 6973 12043 9.90 6.45 0%
UNDERFOLLOWING, ZERO ENGAGEMENT
@FuturesTrader71 36 3557 237 18786 40.84 43.89 (nuclearx2) 70%
UNDERFOLLOWING, OVERTWEETING (but good engagement)
@elliottng 4058 7487 477 10933 7.53 6.11 18%
OVERFOLLOWING, LIMITED ENGAGEMENT
@TheOnion 3 2321530 33334 5505 6.15 9.70 0%
UNDERFOLLOWING, ZERO ENGAGEMENT (RSS Feed)
@Attitrade 117 1093 77 5459 10.11 17.06 30%

………………….

Next batch:

@baselinescene 13 3747 341 1093 2.10 0.57 0%
UNDEROLLOWING, ZERO ENGAGEMENT
@ARupdates 7 725 53 3241 15.97 9.96 0%
UNDEROLLOWING, ZERO ENGAGEMENT
@apextrader 82 1344 68 4965 7.91 1.49 26%
@jonah_kessel 447 828 534 4824 8.84 8.33 16%
LIMITED ENGAGEMENT
@mbusigin 389 440 26 4440 7.72 24.76 (nuclear) 55%
OVERTWEETING (but good engagement)
@cdixon 379 12145 1209 4047 3.27 11.00 44%
@jennygao 925 702 55 2226 3.50 1.69 24%
OVERFOLLOWING
@KeithMcCullough 45 1128 58 1113 1.86 6.34 0%
UNDERFOLLOWING, ZERO ENGAGEMENT
@sarahplusone 263 479 65 5891 10.26 8.76 53%
@Anal_yst 412 1516 112 7640 11.03 27.41 (nuclear) 60%
OVERTWEETING (but good engagement)
@Legacy_Trades 120 1469 64 1077 4.72 6.62 25%
@TechCrunch 818 1415536 29325 19238 15.29 11.25 0%
OVERFOLLOWING, ZERO ENGAGEMENT
@milktrader 156 1214 69 6361 11.08 6.06 25%
@dealbreaker 104 3752 254 3871 5.29 10.25 0%
ZERO ENGAGEMENT
@optstrategist 17 1760 102 481 1.20 1.96 0%
UNDERFOLLOWING, UNDERTWEETING, ZERO ENGAGEMENT
@ThomasCrampton 941 5319 806 5468 4.36 1.72 44%
OVERFOLLOWING (but good engagement)
@isaac 2430 16665 744 18719 13.93 12.29 0%
OVERFOLLOWING, ZERO ENGAGEMENT
@traderpsyches 390 1811 95 2577 3.19 4.02 24%
@gtotoy 99 1502 99 6040 7.87 11.51 11%
LIMITED ENGAGEMENT
@farwestchina 559 981 138 994 1.67 4.06 30%
OVERFOLLOWING (but good engagement)
@PIMCO 0 5615 15 0.03 0.12 0%
ZERO FOLLOWING (automatic disqualification), UNDERTWEETING ZERO ENGAGEMENT
@WSJDealJournal 150 4826 387 3063 5.26 6.09 0%
ZERO ENGAGEMENT
@Convertbond 4535 4644 200 12074 23.44 (nuclear) 15.21 21%
OVERFOLLOWING, OVERTWEETING, LIMITED ENGAGEMENT
@alea_ 60 896 105 9 0.03 3.04 0%
OVERFOLLOWING, UNDERTWEETING, ZERO ENGAGEMENT
@kunal00 86 3525 172 13211 16.70 14.12 25%
@Minyanville 284 2785 177 6579 7.71 59.96 (nuclear) 0%
OVERTWEETING, ZERO ENGAGEMENT
@chijs 608 2640 193 12439 10.68 16.81 40%
OVERFOLLOWING (but good engagement)
@greenfaucet 2007 2215 62 2936 4.05 0.86 0%
OVERFOLLOWING, ZERO ENGAGEMENT
@cmphku 195 522 67 481 3.76 9.01 5%
NEXT TO NO ENGAGEMENT
@ex_wirehouse 176 1107 40 4195 6.78 9.43 30%
@maggierauch 559 1234 116 3032 4.09 4.27 53%
OVERFOLLOWING (but good engagement)

………………….

Next batch:

@fonstuinstra 385 1110 82 11273 9.03 15.76 5%
NEXT TO NO ENGAGEMENT
@harmongreg 83 746 47 8585 16.48 289.74 (nuclear) 5%
OVERTWEETING, NEXT TO NO ENGAGEMENT
@MickHuckman 196 6802 322 4952 9.50 2.29 26%
@ivanhoff 54 798 28 2626 3.77 1.91 30%
@petenajarian 28 4485 200 1139 1.32 0.95 0%
UNDERFOLLOWING, UNDERTWEETING, ZERO ENGAGEMENT
@TamelaRich 769 1483 85 12661 16.07 4.81 80%
OVERFOLLOWING (but good engagement)
@Street_Insider 225 1971 130 6717 22.54 80.35 (nuclearx2) 0%
OVERTWEETING, ZERO ENGAGEMENT
@marissa_alex 208 1023 20 1627 2.12 0.76 37%
@iBankCoin4tw 5756 21281 38 2735 4.08 8.89 0%
OVERFOLLOWING, ZERO ENGAGEMENT
@datajunkies 3157 2934 107 697 1.74 0.08 0%
OVERFOLLOWING, UNDERTWEETING, ZERO ENGAGEMENT

OK, I’ve stopped recording them because they just keep coming and coming.

March 12, 2007


Studying Mr. Kirk’s Trades in Detail (#7 in a Series)

Finally, the last one in the series to review. When there are new day trades to look at, we’ll study them. After collecting comments on this post, I’ll put together a summary of conclusions about these trades.

January 10, 2007
- Sold 3,000 of OBCI at $5.10 (cost $3.33) (intraday): profit $5,310.00 (+53.16%)

kirk obci's em

Related: Studying Mr. Kirk’s Trades in Detail (#6 in a Series)

March 11, 2007


Studying Mr. Kirk's Trades in Detail (#6 in a Series)

This is the next to the last day trade we’ll dissect. I’m getting some really great comments to these posts which I will summarize later this week. Thanks for everyone’s input.

January 10, 2007
- Sold 200 of VOL at $61.06 (cost $55.01) (intraday): profit $1,210.00 (+10.10%)

kirk vol's em

Related: Studying Mr. Kirk’s Trades in Detail (#5 in a Series)

March 10, 2007


Studying Mr. Kirk's Trades in Detail (#5 in a Series)

This is one that I understand more easily since I’m a play-of-the-day, explosive pace, light-up-the-scanner, stock du jour man myself. Nevertheless I’m interested to hear what you guys think about the mechanics of Kirk’s entry and exit.

January 18, 2007
- Sold 3,000 of HOKU at $6.88 (cost $5.53) (intraday): profit $4,050.00 (+24.42%)

kirk hoku's em

Related: Studying Mr. Kirk’s Trades in Detail (#4 in a Series)

March 9, 2007


Studying Mr. Kirk's Trades in Detail (#4 in a Series)

We know the who, what, when, and where. What I’d like commenters to tell me is WHY?

January 26, 2007
- Sold 700 of BMTI at $14.15 (cost $13.60) (intraday): profit $385.00 (+4.05%)

kirk bmti's em

Related: Studying Mr. Kirk’s Trades in Detail (#3 in a Series)

March 8, 2007


Studying Mr. Kirk's Trades in Detail (#3 in a Series)

We know the who, what, when, and where. What I’d like commenters to tell me is WHY?

January 26, 2007
- Sold 200 of WFR at $52.02 (cost $50.05) (intraday): profit $394.00 (+3.94%)

kirk wfr's em

Related: Studying Mr. Kirk’s Trades in Detail (#2 in a Series)


Studying Mr. Kirk's Trades in Detail (#2 in a Series)

We know the who, what, when, and where. What I’d like commenters to tell me is WHY?

January 26, 2007
- Sold 300 of VPRT at $41.81 (cost $40.16) (intraday): profit $495.00 (+4.11%)

kirk vrpt's em

Related: Studying Mr. Kirk’s Trades in Detail

March 7, 2007


Studying Mr. Kirk's Trades in Detail

Solid buying all day long. The good news is I’ve identified over a dozen stocks I like here. The bad news is that by the time I write my little report about them (this coming weekend?), they may all be too expensive again.

On a completely unrelated note, I’m happy to see that Kirk is now reporting more information (days held) in his trading log. You can finally study his trades in detail. Here’s a day trade he made February 1st in ROCM: Sold 700 at $16.67 (cost $15.47), profit $840.00 (+7.76%). Can you figure out why he was looking at this stock? Why he entered where he did? Why he exited where he did? Here’s a 15-minute chart for your reference:

UPDATE: I’ve replaced the original ugly chart with this prettier chart which has the entry and exit levels marked clearly. When the trade was made the stock was near a yearly high (all-time too) of $15.58.

kirk roc's m

January 31, 2007


The True Pecking Order of Stock Market Blogs

Barry wrote a post about the Top Twenty Finance Blogs according to something called “Valuewiki.” I thought it would be useful to adjust that list based on the age of the blog (authors, please correct me if I got a date wrong):

  1. Maoxian | First Post: September 23, 2001
  2. The Big Picture (Barry Ritholtz) | First Post: September 18, 2002
  3. Trader Mike | First Post: April 2nd, 2003
  4. Footnoted | First Post: August 18, 2003
  5. The Kirk Report | First Post: September 3, 2003
  6. Fat Pitch Financials | First Post: August 12th, 2004
  7. Random Roger’s Big Picture | First Post: September 29, 2004
  8. Bill Cara | First Post: December 22, 2004
  9. Jeff Matthews | First Post: January 11, 2005
  10. Crossing Wall Street | First Post: July 11, 2005
  11. InvestorGeeks | First Post: October 30, 2005
  12. Ticker Sense | First Post: November 9, 2005
  13. Gannon On Investing | First Post: December 24, 2005
  14. Howard Lindzon | First Post: December 29th, 2005
  15. 24/7 Wall St. | First Post: March 7, 2006
  16. Stock Market Beat | First Post: March 8, 2006
  17. Herb Greenberg’s Market Blog | First Post: June 18, 2006

I threw out Seeking Alpha (David Jackson’s serf-driven content aggregator) and Blogging Stocks (a Calacanis Corporation “blog” ?) — neither of which is a blog as I define them.

December 3, 2006


Maoxian's Top Ten Links — December 1, 2006

  1. Odds of Dying (Various Causes)
  2. Nice graphic. It’s good to know that your odds of dying by lightning strike lag legal execution (though a friend of mine from college was killed by a lightning strike).

  3. Remote Controlled Model Jumbo Jet (Video)
  4. Successful takeoff and landing — sweet.

  5. Composite Photo of Aircraft Takeoffs
  6. Well done!

  7. Interactive Brokers Plans IPO on Nasdaq
  8. The company registered with the Securities and Exchange Commission to raise as much as $500 million in an initial public offering of stock… at this point no date, price or exact size for the offering has been set. Although its name might not be immediately recognizable to individual investors, Interactive Brokers ranked as the 16th-largest securities firm in the U.S. as measured by consolidated capital, according to industry magazine Institutional Investor.

    This is another IPO I plan to buy following the Peter Lynch “Love the Service, Buy the Stock” strategy.

  9. Chromed Beemer (Photo)
  10. Bling taken to another level. A $40,000 BMW with a $60,000 chrome paint job.

  11. “Greetings, Large Black Person,” and other amusing subtitles from Hong Kong movies
  12. You daring lousy guy.

  13. Victor Niederhoffer’s Reading List
  14. I’m not a fan of Niederhoffer but there are some interesting choices on his list of recommended books. (via TheKirkReport.)

  15. 2008 Nissan Altima Coupe – the poor man’s G35
  16. Looks great… probably from the same team that brought us the Nissan 350Z, one of the most beautiful cars ever made.

  17. Annoying Devil Pranks (Video)
  18. His dogshit obstacle course is a work of genius.

  19. Top Ten Retail Rip-off Techniques Exposed
  20. When I was 15-years-old I got bait-and-switched at one of those awful 43rd Street stereo stores. It hasn’t happened again since.

  21. BONUS: Dancing Cowboy Nearly Passes DWI Test (Video)
  22. My sister sent this to me… it’s probably on youTube, but you can download it here and play it. One of the funniest things I’ve seen in awhile.

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