Thursday, January 31, 2013

Jual Jangkrik (Budidaya Jangkrik) - Bandung

      Salam sejahtera untuk kita semua, saya selaku pemilik dari usaha ini mengucapkan terimakasih bagi pengunjung yang telah berkenan meluangkan waktunya untuk membaca iklan kami. Usaha kami ini sudah berjalan selama 4 tahun sampai sekarang.
       Perkembangan usaha jangkring semakin pesat, banyak sekali orang yang membutuhkan binatang yang satu ini (jangkrik) baik untuk pakan burung, pakan unggas, pakan binatang-binatang, obat-obatan, ataupun di konsumsi langsung. Dengan begitu kami menyediakan jangkrik-jangkrik yang berkualitas dan menyediakan telor jangkrik yang berkualitas juga.
       Jangkrik yang kami sediakan hasil ternak dari kami sendiri sehingga kualitas benar-benar diperhatikan begitu pula dengan telornya, dalam waktu satu bulan kami menghasilkan 500 kg jangkrik sehingga stock setiap hari selalu sedia.
Berikut kami berikan rincian harganya :
  • Jangkrik Alam  = Rp.42.000,-/ kg
  • Jangkrik Kalung = Rp.33.000,-/ kg
  • Telur Jangkrik Alam = Rp.370.000,-/ kg
  • Telur Jangkrik Kalung = Rp.270.000,-/ kg
Note : harga tidak menetap sewaktu-waktu bisa berubah disesuaikan dengan harga pasaran, harga    diatas belum termasuk ongkos kirim.

Kami melayani partai eceran hingga partai besar, kami siap bekerjasama bagi anda yang ingin menjadi agen diwilayahnya.
Pembayaran cash atau transfer via bank BCA, dan Mandiri.

Segera hubungi :
SUMBER REJEKI
Jl. Moch Toha Gg. Mesjid II no.35 - Bandung
HP : 081802084537

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Has Market Momentum Run Out?

The markets are slightly lower in early trading.  The S&P 500 is lower for a second day, something we haven't seen since in several weeks.  It's still early in the session, so the market could rebound and close strong.  But if we do get a second down day, some investors will ask "Has the market momentum run out?"

In economic news, personal income came in much stronger than expected at +2.6% for December, but a big boost was from investors locking in capital gains ahead of a tax hike.  The Chicago PMI for January rose to 55.6 from 50.0 last month.

Asian markets ended mostly lower.  Japan's manuf. PMI improved to 47.7 from 45.0 last month.  GDP in Taiwan rose +3.4%.  And Hong Kong's retail sales rose 8.8%, above expectations.

Europe is also lower today, led down by Spain's -2% decline.  In Germany, retail sales slid -1.7%, below expectations.

Stocks rising on earnings: QCOM, R, MA, UA, AN, MJN, OXY, DLR, HSY

Stocks falling on earnings:  COP, DOW, UPS, AZN, ENR, D, HAR, ZMH, CL, LQDT

The dollar is slightly lower, but so are most commodities. Oil prices are down near $97.50 and gold prices are weaker to $1664.  Silver and copper prices are lower as well. 

The 10-year yield is hovering just below the 2.0% level at 1.99%.  And the volatility index is up fractionally to 14.35.

Trading comment: We talked yesterday about this bull stampede getting a little long in the tooth and needing a rest.  While that remains true I would expect dip buyers to step in after a small pullback and add to equities, as it seems like many investors remain underweight equities if we are truly in an environment where corporate profits are improving and the tailwind of housing market recovery boosts consumer and investor mindsets.

KAM Advisors has long positions in DLR and QCOM

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The Spending Sequester Will Grow the Private Economy

Today’s report of a 0.1 percent GDP decline for the fourth quarter came as a surprise to most forecasters. But it actually masks considerable strength in the private economy. Namely, housing investment in the fourth quarter jumped 15.3 percent annually, business equipment and software spiked 12.4 percent, and real private final sales rose 2.6 percent. All in, the domestic private sector of the economy increased 3.4 percent annually -- a very respectable gain.

And here’s one for the record books: Working ahead of year-end tax hikes, individuals shifted so much money to the fourth quarter at the 35 percent top rate that personal income grew by 7.9 percent annually -- a huge number. And there’s more: In order to beat the tax man, dividend income rose 85.2 percent annually. You think tax incentives don’t matter? Guess again.

Now, all this private-sector strength occurred despite the fact that government spending -- namely military spending -- dropped 6.6 percent. Inventories also lost ground and the trade deficit widened.

But here’s a key point: Military spending has now fallen virtually to its lower sequester-spending-cut baseline. It did so in one quarter by about $40 billion. So the brunt of the impact over the coming years has already been felt. (Normally, as of recent years, military spending has been virtually flat.)

Which leads me to another key point: Even with the fourth-quarter contraction, the latest GDP report shows that falling government spending can coexist with rising private economic activity. This is an important point in terms of the upcoming spending sequester. Lower federal spending, limited government, and a smaller spending-to-GDP ratio will be good for growth. The military spending plunge will not likely be repeated. But by keeping resources in private hands, rather than transferring them to the inefficient government sector, the spending sequester is actually pro-growth.

Big-government Keynesians think big spending provides big growth. They are wrong. This has been a 2 percent recovery -- the worst in modern times -- dating back to 1947. So let’s try something different. Let’s shrink government. Let’s let the private sector breathe and generate entrepreneurship and risk-taking.

Spending is the true tax measure of the economy, according to Milton Friedman, Friedrich Hayek, and others. Even a modest sequester spending cut of maybe $60 billion in 2013, and perhaps more than $1 trillion over ten years (most of which will come from a slower spending growth rate, not real reductions), will be the best thing to inspire business and market confidence as well as international credibility. And it maybe even shave a point or two off the spending share of GDP.

On March 1 the spending sequester is supposed to kick in by law. If Congress wants to help the U.S. economy, the best thing it can do right now is implement this sequester. Then it can round out an even larger growth package, including large- and small-business tax reform and adjustments to stop entitlements from going bankrupt.


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Wednesday, January 30, 2013

GDP Post Surprising Contraction in Q4

The markets are slightly lower in early trading, but it looks more like slight profit taking as opposed to a negative reaction to this morning's GDP report.

Q4 GDP came in at -0.1%, a surprising contraction in the face of consensus expectations for a 1.0% gain.  But the headline figure looks weaker than what may be actually happening in the economy.  Huge drops in govt spending and inventories lopped a large amount of growth from the calculations.  But consumer spending, business investment, and housing remain on the upswing.  So it's likely that the former two components will become less of a drag in Q1 and going forward.

Today we will hear from the FOMC and while no one is looking for a change in interest rate policy, many continue to look for hints as to when the Fed may alter its current asset purchase program.  Given today's weak GDP print I think it is unlikely that the Fed will mention any altering of its game plan.  Bernanke may discuss the path to exiting QE during his Q&A session if asked.

Elsewhere in economic news, today's ADP employment report showed private payrolls rose by 192,000 in January, above expectations for 175k increase.  But this datapoint hasn't always correlated that well to Friday's official govt payrolls report.

Earnings reports continue to roll in.  In a flip from yesterday, we are seeing more positive stock reactions than negative ones so far.

Stocks rising on earnings:  AMZN, CVLT, BA, PJC, PSX, MAN, LLL, ADT, SLGN

Stocks falling on earnings:  ROK, BXP

Asian markets were higher across the board overnight, led again by Japan.  Europe is seeing declines this morning after Spain posted a Q4 GDP contraction of -0.7%.

The dollar index is lower today, mostly helping precious metals.  Gold prices rallied to $1680 and silver prices are higher as well.  Oil prices are roughly flat near $97.50.

The 10-year yield is getting another boost as Treasury bonds selloff.  This is somewhat a surprising reaction to a weak GDP report, but could be indicative of further fund flows out of bonds.  The 10-year is at 2.02% so far.

The VIX is also bouncing from last week's low levels in the 12s.  So far it is up +5.7% back to the 14.0 level.

Trading comment: Buyers continue to funnel money into equities despite the market having one of its biggest runs since 2004 and reaching overbought levels.  Bullish stampedes like the current one do run their course eventually.  Raymond James like to say that they last on average 17-25 sessions with few pullbacks along the way. By their count we are at about day 20 today.  Food for thought.  Beyond what's going on in the major indexes, we want to focus on individual stocks and how they are faring in terms of price/volume action.  On that front, fewer stocks have been making new highs in recent days which means the leadership in the market has been narrowing, another sign that the market is tiring.

KAM Advisors has long positions in PSX

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Tuesday, January 29, 2013

Make Marketing Clearer.

Good marketing should share the same mindset as business strategy.

Strategy is about identifying and exploiting a sustainable competitive advantage - a fancy way of saying what it is you do better than anyone else and how you intend to maintain that (either by excellence or manoeuvering).

Good marketing does the same - it's the distillation of the essence of what it is your company's strategy or entrepreneurial instinct has generated and its aim is to convince customers that your product/service meets their needs better than any other.

Now, you wouldn't know about this shared mindset from the bloated mission statements and blandly pompous marketing ideas that are often mistaken for strategy and good marketing. But those tend to be ego-driven rather than customer-driven and overlook the fact that they're about communicating with people. People who make happen the things you want to happen - be they employees who execute the strategy or customers who validate the marketing by buying the end product

Seems clear to me.


Inspired by this post about brand onions.

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More Companies Issuing Cautious Guidance

The market is mixed in early trading with the S&P 500 up slightly but the Nasdaq down a little.  As I looked over the stocks of companies that reported earnings last night and this morning I see more negative reactions than we saw last week.  While many of these companies beat bottom line estimates, a fair amount either missed on the top line or issued cautious guidance.

Stocks rising on earnings: PFE, VLO, DHI, LLY, CIT, MSTR

Stocks falling on earnings: VMW, IDXX, F, EDU, ITW, EMC, TROW, HRS, ASH

In economic news, the Case-Shiller home price index for November rose 5.5%, another positive datapoint for the housing market.  But the latest consumer confidence index came in lower at 58.6 vs. last month's reading of 66.7.

Asian markets were mostly higher overnight.  The Reserve Bank of India cut rates 25 basis points to 7.75%.  China closed +0.5% higher and is now up 20% from the December lows, enough to qualify for a new bull market.

Europe's markets are mostly lower today.  Spain reported disappointing retail sales of -10.7%.  And Eurozone officials are trying to involve Russia in Cyprus' bailout.

The 10-year yield is flat near 1.98% after touching the 2.00% level yesterday for the first time in 9 months.

The VIX is lower so far just below the 13.50 level.

Trading comment: The market remains short-term overbought, but has so far been stubborn in giving investors that pullback that many are looking for.  Earnings reports have been a mixed bag and somewhat of a minefield.  We still believe the best strategy is to focus on those stocks that exhibit positive reactions to earnings and then look to buy or add to positions on pullbacks.  We don't want to chase the laggards in this environment.

KAM Advisors has long positions in VMW

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Monday, January 28, 2013

Push vs. Pull in B2B Marketing

In the world of retail consumer marketing, a Push strategy would indicate a manufacturer's ability and monies to motivate a merchant to carry and promote its products. A Pull strategy would indicate that same manufacturer using advertising and promotion directed at consumers, with the objective of having those consumers demand the product from the merchant.

OK, I paraphrased that from marketing guru Phil Kotler in his 11th edition of "Marketing Management", which is a classic text. Also in this edition, Kotler states: "The internet will not become a major advertising medium like televison , radio, and print media. Internet users generally do not welcome advertising."

When Professor Kotler revises that statement in his 12th edition, he might also write about the new dynamics of Push vs. Pull in B2B Marketing !

B2B marketing and selling  in the tech space is heavy on Push. There is a parallel here to B2C Push as described -- with regard to the strong channel influence that manufacturers maintain. But the Bigger "Push" is the heavy-handed salesmanship that is directed at the B2B buyer. Marketing spends about half its budget on demand generation programs. And the Sales function spends four times as much as all of Marketing, trying to persuade buyers.

It is indeed the internet that is changing this dynamic, as IDC VP Kathleen Schaub has written about exetensively in her New Buyer Journey analysis. The self-educated buyer resists Push. In fact, IDC research  shows that Buyers are practically begging their vendors: "Don't sell so hard!.  So, don't sell so hard; don't push so hard. Customers don't want to be sold to. They want to make self-determined choices.

The mantra for B2B marketers has to be Pull. If we acknowledge that the self-educated buyer will make his or her own choices on where to get educated, our job is to attract them, to pull them,  to our way of  thinking. The new Pull will continue to be advertising and promotion, but it will be more about helpful Social connections; an emphasis on educational marketing content; and greater demonstration that we have deep knowledge of  the customer's business issues.

As you think about the next round of your marketing planning and budgets, also think about the general quotient of Push vs. Pull that you have in your overall mix. And ramp up the Pull -- the gravitional forces that will hopefully draw your prospects into your atmosphere.

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