Let's talk about BUSINESS

I examed my stock portfolio this morning, and the last quarter looks fabulous. So I think it's time to 

Middle August, a bad news from NK and Trump dragged down the market by 3%, but the market bounced back in 2 weeks although with some fluctuations afterward. Easy money to make. Tech sector continues its strong performance, 

Hold:

MU(Micron Technology): due to the soaring need of semiconductor and the fact only three suppliers on the market, semiconductor industry went up by 10% on average. Originally valued at $40, it is now traded at $42, probably not a great time to buy. 

Buy:

Sohu is my biggest surprise: up by 22.68% in the past month. Its performance was very mediocre before early October when it announced Sogou's IPO -- the about-to-be first NASDAQ Chinese AI company ever. Considering the IPO valuation and Sohu's diversified investment portfolio, there is still a 60% upside.

In comparison, Alibaba, another Chinese tech firm, went down by 0.3% in the past month, though still up for 16% in this quarter. Although outperformed by its Chinese peers at this period, the price and valuation indicate $177 is a sweet price to buy.

Sell:

Starbucks. Simply because it's going to take way longer than I thought for Starbucks to earn $$$, I decide to sell all my shares on Starbucks. There many better ways to spend the money. 

Some notes:

1. Hang Heng outperformed all other exchanges in the last quarter. I need to find out why.

2. Thrump's Obama Care shift; which firms will be benefited 

3.