When Tectonic Plates Collide Charting Your Own Course Tariq Siddiqui [email_address] © 2008 All Rights Reserved. Nov 20, 2008

When Tectonic Plates Collide Economy in recession Record level high oil prices limited oil supply and surging oil demand Untouchable commodities prices gold, silver, wheat, rice Banks in crisis high mortgage foreclosure rate All time high budget deficit Half Trillion Dollar Changing Change

Economy in recession

Record level high oil prices

limited oil supply and surging oil demand

Untouchable commodities prices

gold, silver, wheat, rice

Banks in crisis

high mortgage foreclosure rate

All time high budget deficit

Half Trillion Dollar

Changing Change

Bearing the Brunt Banks Bank of America BOFA, Citi C, Well Fargo, Wachovia Home Builders Home Depot HD , Loews L, XRB Refiners Valero VLO, Tasero TSO, Frontier FTO US Dollar

Banks

Bank of America BOFA, Citi C, Well Fargo, Wachovia

Home Builders

Home Depot HD , Loews L, XRB

Refiners

Valero VLO, Tasero TSO, Frontier FTO

US Dollar

When Going Get Tough Tough Go Bargain Hunting Time To Build Your Empire

Bargain Hunting Principles Value, Value, Value Buying assets or businesses, not stocks – psychological Avoid herd mentality & group thinking Do you own analysis – finance.yahoo.com Buying when everyone is selling and selling when everyone is buying Common sense is not as common as you think Buy low, sell high Learn the art of technical analysis, it really works You are smarter then you think Don’t underestimate your intelligence

Value, Value, Value

Buying assets or businesses, not stocks – psychological

Avoid herd mentality & group thinking

Do you own analysis – finance.yahoo.com

Buying when everyone is selling and selling when everyone is buying

Common sense is not as common as you think

Buy low, sell high

Learn the art of technical analysis, it really works

You are smarter then you think

Don’t underestimate your intelligence

Bargain Hunting Strategy Out of favor companies Companies American as apple pie Selling at discount, 50-75 cents per dollar Change catalyst e.g. earning, product, ruling, trend, economy Look into Dow and S&P 500 worst performers

Out of favor companies

Companies American as apple pie

Selling at discount, 50-75 cents per dollar

Change catalyst

e.g. earning, product, ruling, trend, economy

Look into Dow and S&P 500 worst performers

Opportune Time To Shop So lets get started

Learning The Art Some books worth reading … Random Walk Down Wall Street, Burton Malkiel, 9 th Edition, 1973 When Markets Collide – Mohamed A. El-Erain, Co CEO/CIO PIMCO How to find your next Starbucks Swing Traders Fire Your Stock Broker Worst-to-Best

Some books worth reading …

Random Walk Down Wall Street, Burton Malkiel, 9 th Edition, 1973

When Markets Collide – Mohamed A. El-Erain, Co CEO/CIO PIMCO

How to find your next Starbucks

Swing Traders

Fire Your Stock Broker

Worst-to-Best