Life Term Strategies

1. Huge Gains in Long Term
- Receive significant capital gains
- by investing in corporations
- (with wide economic moat & average peers’ net margin)
- In very very long term

2. Strong Periodic Cash Flow
- Maintain self-sufficient monthly cash flow
- Through dividend, gains on derivative & short term trading
- For re-investment to item # 1 mentioned above

3. Mind for Risk Management
- Ensure strong cash position
- Maintain low risk by continue monitor, analyze & feel:
economic trend & environment,
market condition & investors emotion
corporate performance & outlook
asset allocation & direction

4. Be a holy Christian investor:
- Invest in wisdom & varies ways, but consistent & not over nor under of what the Holy Bible expects a Jesus follower should be
- Keep regular & long term spiritual growth
Continue experience God @ finance market
Aim for life transform opportunities
- Even though it may not teach Billy & Bilibala what stocks to invest nor how to make more, more & more $

1.22.2010

Bilibala mailbox - Google 4q09 result

Just reviewed Google’s 4q09 result, looks awesome!!! I mean really awesome.
GAAP EPS up to US$6.13, non GAAP up to US$6.79
· Revenue up 12.3% vs 3q09 (partly thanks to FX gain when US$ fall further in 4q09)
· Gross margin up 2.2% to 63.9% vs 3q09
· Operating margin up 6.6% to 37.2% vs 3q09

I will increase my 2010 estimated EPS to US$26.42 & US$29.3.
I decided to keep my fair value (by the end of 2014) at US$1,200. It is kind of too good to be truth, isn’t it.
Realistically, I think the 12 months target price should go up from $570 to US$660 (I guess such target price is similar to Wall Street Analysts)

The after-market share price fall 5% to US$552.

Overall EPS above all analysts expectation, is just revenue fall short for some of the analysts. Again, it depends on how people interpret information.

After all, stupid people interpret everything stupidly, smart people interpret everything smartly.
at
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