Chipotle vs McDonald in fast food market ...

Are you ready for bull cycle in Global Stock Market?

First Half in 2013- expect a strong recovery in US housing market, US banking sector and unemployment rate reduce.

Buy and hold for long term...

Jim Rogers : By the End of 2013, All this will be wearing off

Jim Rogers says the new Japanese Prime Minister, Shinzo Abe, won his election on promises to increase quantitative easing to jumpstart the stagnating economy. Consequently, the Japanese yen has been depreciating and Japanese equities have been rallying on the optimistic outlook. It all may sound good and feel good to investors, "but by the end of 2013, all this will be wearing off," Rogers warned. "We will see serious problems and ramifications down the road."

Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Marc Faber : February is a seasonally weak month

"Regardless of what the markets do near-term, a correction is overdue," Marc Faber tells Bloomberg TV's Betty Liu. From discussing Europe's 'apparent' stabilization - "anything can go up when you print money"; to US equity exuberance - "a correction is overdue and February is a seasonally weak month"; Faber sees no change from Geithner's handover to Lew as he opines: "The only thing I know is one day the markets will punish the interventionists, the Keynesians and the monetary policy that the Federal Reserve and ECB has enforced because the markets will be more powerful one day. How will this look like? Will the bond market collapse or equity markets become a bubble, which would be embarrassing for the Fed's sake if the U.S. market became a gigantic bubble and at the same time the economy does not recover." - in Bloomberg

Vietnam Economy News : Trade Surplus in January 2013

Vietnam: Trade surplus narrowed in January on import rebound. Exports exceeded imports by USD 200m in January, after a revised USD 498m in December, according to preliminary figures released by the General Statistics Office in Hanoi. (Source: Bloomberg)

APPLE Quartuerly Results

Apple (AAPL -12.35% to $450.5) reported 1Q EPS of $13.81 ($13.53 expected) compared to $13.87 a year ago on revenue of $54.51B, up 17.7% YoY. Gross margin was 38.6% vs 44.7% in the same period a year ago. The Co sees its 2Q revenue between $41B and $43B ($45.3B average consensus) with a gross margin between 37.5% and 38.5% (40.4% average consensus). Apple also declared a cash dividend of $2.65 per share payable on February 14, 2013. Trading volume was above the 20d average.

Bank of America (BAC.NYSE) - Buy & Hold for long term

What happen to global subprime mortgage crisis is over now. The recovery is on-going. We will see a strong recovery in US housing market in coming months and strong bull market in China/HongKong.

24/1/2013 : Buy BAC

Reason: Undervalued US Bank Stock, which trading at low P/B ratio.