Comments on blog: O.Levant - My 30 Japanese Stocks Portfolio

Comment by Olivier Levant

Tue, 24 Jan 2012 19:43:23 +0100

obviously this advertising has nothing to do with my blog

Comment by kobe shoes

Sat, 28 May 2011 04:08:23 +0200

The lakers, Kobe shoes in addition to bynum eight of 11 shots had 18 points and 13 rebounds in the rest of the players, Kobe Bryant V including kobe than five into shooting all. After the game, lost the ball, but kobe Bryant is very quiet coach phil Jackson help Bryant said her heart: "I see the players are tired, Kobe Bryant 2010 gasol is look tired one, he didn't hit us inside the state", and is expected to other players, Jackson played a joke, "half-open tomorrow I am going to get a lesson." Although 0-2 deficit go away, Kobe Zoom VI the lakers and not at all have no dozen. Or that sentence, I see the lakers, see defense. "Of the best-of-seven game, two-time defending champion lakers endangered on the brink of elimination. Bryant himself, Nike Kobe V 17 points scoring enough he transcend shaq become active players, but the highest scores for the lakers win simply not enough to survive a game. kobe shoes 2011 Historical data shows, the lakers in 0-2 deficit finally realize the probability of a comeback as insufficient. kobe zoom 6 The lakers last playoff 3-point percentage 10% or in June 6, 2002, when the first game against the lakers' final shot only 1 in 10 3-pointers, Kobe Zoom V but they still than 94 with 99. Can you beat the nets continuation in 1969 in the lakers' magic, destiny, their hands rather than historical data. Kobe Bryant Shoes The lakers specialist RON artest 24.4 seconds in the final against bari and technical foul, 2011 Kobe Bryant accumulative total technical fouls was ejected from the game. http://www.kobeshoes.org

Comment by Jordan Retro 8

Wed, 07 Jul 2010 11:20:39 +0200

Nice post. Your information is so useful. thanks. I come across your web today, I find it so good, I will pay attention to your web from today.

Comment by Used Construction Equipments

Fri, 21 May 2010 18:56:24 +0200

Thanks for the details, very much informative article, :)

Comment by Dissertation Writing

Tue, 16 Feb 2010 06:40:28 +0100

Wonderful article, thanks for putting this together! "This is obviously one great post. Thanks for the valuable information and insights you have so provided here. Keep it up!"
------------------------------------
Dissertation Writing

Comment by simondisciple

Sun, 31 Jan 2010 01:24:42 +0100

Honesty will make Toyota's life easier, but any deception will cause its own downfall. The management will have to choose between having a good reputation and achieving wealth in the short-term.

simondisciple - http://simon.weston.over-blog.net/

Comment by Buy Research Paper Online

Fri, 27 Nov 2009 13:20:20 +0100

Many institutions limit access to their online information. Making this information available will be an asset to all.

Buy A Research Paper

Comment by SF

Wed, 29 Jul 2009 07:58:21 +0200

Hi Olivier,

Do you distinguish between earnings that are released during the market (9-3pm Tokyo time) and after the market closes?

If an earning is released after the market closes, then it will only have an effect the next day

Thanks
SF

Comment by Gold & Silver Forcasts

Thu, 14 May 2009 11:54:02 +0200

Thanks for sharing good information.

Comment by Olivier Levant

Tue, 10 Mar 2009 19:55:26 +0100

You might be right. On the other hand I truly believe nobody could have expected the rapid turn around that we have seen in the world economy. Companies have shut down activities in the four months at a pace never seen before. Economy is based on historical data and event. This crisis is not comparable to anyting. However, there might be some good news out there, Citigroup today announce profit in January and February (helped by the loan from the US probalby but still profits) and AT&T announced it would hire 3000 people and spend another $18bn, which is a total u-turn in speech from what we heard in december.
So you might be right Depression is on the way but I am not giving up just yet.

Comment by Steve

Tue, 10 Mar 2009 04:01:38 +0100

Perhaps another indicator to use is a contrarian view of the Federal Reserve Board and possibly the Treasury Secretary. Bernanke was in denial for almost a year after the recession was recognized by many other firms / prominant individuals. Now the "D" word is coming up in some circles. I bet you won't here about a depression from the U.S. government until quite far along.

Comment by irishred

Wed, 18 Feb 2009 19:15:27 +0100

I've also been keeping an eye on Mitsubishi, Toyota, and Honda out of the rest of the pack. Thanks for the info.

Comment by Olivier Levant

Thu, 12 Feb 2009 18:47:15 +0100

Hi Steve. Actually I want to be fully invested all the time with my portfolio. I believe in the theory that investors are supposed to diversify their risk not the fund manager. So personally as a rule of thumb I am never fully invested in stocks because I believe my risk needs to be diversify. For this site, I am not going to use cash to lower my beta and diversify my portfolio risk, I expect investors to do it on their own.
However if I were an investors I would make sure I don't have 100% of my money invested in the stock market. Markets are too volatile and the crisis is not behind us yet. But I would still have at least 50%-60% because historically this asset class has ouperformed the other ones.
There could be better investment scheme right now in the corporate bond market with really high yield corporate bond.
I hope this help

Comment by Steve

Thu, 12 Feb 2009 18:20:02 +0100

Hi Olivier - I'm curious to know whether you will continue to hold 30 stocks into the future or if you plan to move some to cash if the market deteriorates?

Thanks
Steve

Comment by Steve

Sat, 07 Feb 2009 05:28:00 +0100

Olivier - Have you considered hedging your portfolio? If so, what instrument(s) would you use? Seems like it would be a wise move in this market environment.

Steve

Comment by Steve

Sat, 07 Feb 2009 05:26:04 +0100

Hi Olivier - I would like to introduce you to my other blog (if that is OK). It is blogonsmog. I have written a couple of posts relating to electric vehicles, HEVs and hydrogen fuel cells.

Thank you
Steve

Comment by kirin

Thu, 29 Jan 2009 12:08:40 +0100

Hi Olivier. Thanks for stopping by my blog and left me a comment, which I didn't realize until today 'cos it was sorted as a spam by Akismet plugin of Wordpress.

It's very interesting that you work as a day trader for Nikkei 225, from outside Japan! I'm excited to have been contacted by you because I've started to learn stock market option & future as well as spot deal since Nobember 2008. I'm totally a beginner to this world but I decided to do day trade or swing trade from home, so I'm serious. At a moment, I watch chart, read books and deal on the paper (demo trade) to practice how it is like.

Also, it's interesting I somehow love to learn French language. At a moment I don't have enough time but I'm seriously thinking that I wanna look for a language exchange partner near my area in Japan.

Well it was nice contacting you.
See you around, and good luck for your 225 trade!

Comment by Olivier Levant

Sun, 25 Jan 2009 00:43:51 +0100

I did too for your blog address under favorite websites and blogs.

Olivier

Comment by Steve

Fri, 23 Jan 2009 05:55:39 +0100

Olivier - I've added a link to your blog on my sidebar under communities.
Steve

Comment by Olivier Levant

Thu, 22 Jan 2009 14:28:53 +0100

Hi Steve -
Your question is legitimate. The last couple years, the carry trade (borrow cheap yen at almost 0 interest rate to buy US Equities) was the biggest reason there was a negative correlation between the yen and the US Equities. Today, people are unwinding their carry trade since they do not invest anymore in the US (Real Estate or Equities) and you see the inverse move with the yen strenghtening and the US Equities dropping. However in the future I don't think it will work as well since the Fed Funds Rate are at 0 like in Japan and the numerous actions taken by the Fed and the US treasury should weaken the dollar a little more against other currency.
About the Japanese Banks, in general the biggest Japanese companies have ADR in the US. You should look on CNBC.COM, I am 100% sure the mega japanese banks have ADR in the US. But make sure to check the volume traded everyday, you don't want to invest in an illiquid stock.
By the way, would you like me to reference your blog on my website and you would do the same with my blog on your website? Let me know if you have any interest?

Thanks again for checking and don't hesitate to ask me questions anytime

Olivier
http://thenikkei225investor.over-blog.com/

Comment by Steve

Thu, 22 Jan 2009 05:02:50 +0100

Hi Olivier -

I have a couple of questions - in the last couple of years the YEN (or FXY Yen currency ET)F has been an excellent hedge for U.S. equities. I was wondering if you feel the negative correlation (something like -0.8) between the YEN and equities will continue into the future and also will FXY be a good stand alone investment in the future. It was up ~20% last year.

Is there a way to get exposure to Japanese bank stocks on the U.S. exchanges?

Thank you very kindly
you have a really nice website.

Steve
http://www.stockmarketstudent.com