Excel Tip #14 - Exclude Certain Criteria in SUMIF and SUMIFS

April 16, 2014 -

Suppose you want to sum a bunch of numbers, but only if they meet certain criteria. One way to do this is manually in Excel. Say we want to find 'GL' account 102015 with the 'Dimension' 5 and sum the 'Total Balance' of that. In the below example the total would just be 35.

This is simple enough to do when you only have a list of less than 10 items. Suppose you are dealing with large data sets with more than a thousand lines. It can get tedious to sum all the 'Total Balance' with the two above criteria.

Introducing SUMIF and SUMIFS Formulas


=SUMIFS(C3:C9,A3:A9,102015,B3:B9,5)

This formula above is telling Excel to sum the 'Total Balance' column (C3:C9) if both the 'GL' column (A3:A9) and 'Dimension' column (B3:B9) equal 102015 and 5 respectively. The total is 35.

However, suppose instead you want to sum everything EXCEPT 'GL' column with 102015 and 'Dimension' with 5. One way of doing this is by adding criteria after criteria in the above function. This would mean a longer excel formula. You can do this by adding the 'Criteria Range' and then the 'Criteria'.

=SUMIFS('Sum Range', 'Criteria Range1', Criteria1, Criteria Range2, Criteria2, Criteria Range3, Criteria 3,)

Formula to the Excluding Certain Criteria

=SUMIFS(C3:C9,A3:A9,"<> 102015",B3:B9,"<> 5")

This formula will sum everything in the 'Total Balance' column that does not meet the criteria of a GL 102015 and Dimension 5. Alternatively to only exclude one criteria you can easily just enter in SUMIF(Range, Criteria, Sum Range) whereby the 'Range' is the column with the 'Criteria' you are looking to exclude and 'Sum Range' is the balances you want to sum.


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Monday Motivations - Why Do We Fall

April 13, 2014 -

Why Do We Fall - Motivation To Get You Through Your Mondays


Let me tell you something you already know. The world ain't all sunshine and rainbow. It's a very mean and nasty place and I don't care how tough you are it will beat you to your knees and keep you there permanently if you let it. You, nobody is going to hit you as hard as life. It ain't about how you hit. Its about how hard you can get hit and keep moving forward. How much can you take and keep moving forward. That's how winning is done.


Pain is temporary it may last a minute or and hour or a day or even a year, but eventually it will subside. Something else will take its place. If I quit however, it will last forever.

The margin for error is so small. I mean, one half a step too late or too early and you don't quite make it. One half second too slow too fast and you don't quite catch it. The inches we need are everywhere around us. They are in every break of the game. Every minute, every second.

You got a dream you got to protect it. People who can't do something themselves they want to tell you you can't do it. You want something, go get it period.

Don't be afraid to fail. You can't always win, but don't be afraid of making decisions.

You have to believe that something different can happen. He who says he can and he who says he can't are both usually right.

Most of you say you want to be successful. But you don't want it bad. You just kind of want it. You don't bad than you want to party. You don't want it as much as you want to be cool. Most of you don't want success as much as you want to sleep.

Our deepest fear are not we are inadequate. Our deepest fear is that we are powerful beyond measure. It is light not our darkness that most frightens us.

Dig deep down, dig deep down, and ask yourself who do you want to be? Figuring out for yourself what makes you happy. No matter how crazy it may sound to other people.

Make a choice. Right? Just decide. What its going to be? Who you going to be?  How you going to do it.

Why not? Why can't I be the MVP of the league? Why can't be the best player in the league? I don't see why? Why? Why can't I do it?

Get up. And don't ever give up. We can stay here get the shit kicked out of us or we can fight our way back into the light. We can climb out of hell. One inch at a time.

To be able at any moment, to sacrifice what you are for what you will become. Most of you won't be successful because when you studying and get tired you quit. I don't do well in math you right you ain't never study. I'm not good at writing because you ain't ever written before.

Talent comes naturally. Skill is only developed by hours and hours and hours of beating on your craft.

If you aren't making someone else's life better than you wasting your time.

Don't cry to give up. Cry to keep going. Don't cry to quit. You already in pain, you already hurt. Get a reward from it.

Now if you know what you are worth then get what you are worth. But you gotta be willing to take the hits. And not point fingers saying you ain't where you want to be because of him or her or anybody. Cowards do that and that ain't you. You're better than that!

Cuz everyday is a new day. Every moment is a new moment. So, now you gotta go out there and show that I'm a damn creature, now!

Imma show you how great I am.

"The Kingdom of God is within man" — not one man nor a group of men, but in all men! In you! You, the people have the power — the power to create machines. The power to create happiness! You, the people, have the power to make this life free and beautiful, to make this life a wonderful adventure.

Now, what are you going to do?

Because limits, like fears, are often just an illusion.



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Pro Stock Trading Tip #11 - Make Capital Preservation a Priority

April 6, 2014 -

The Trading Costs of Loss 


Capital preservation is the number one key to trading another day. Yes, as a trader your goal overall is to make money in the market. However, you can not make money without capital.

Simply put, be in the market when the probabilities favor higher prices and exit either when the market is too pricey or the market technicals begin to deteriorate. 

All of this is easier said than done. Especially when you see the market provide false signals including bearish and bullish traps. The minute your signal goes off that there is a market breakout, you enter with a sizable position only to see your gains disappear the next day. This has been the case for much of early 2014. The market has been extremely choppy for much of this year. As of April 4th, 2014, the S&P index is only up 0.91% year-to-date after peaking around 1894 last Wednesday and Thursday. Compare this to prior year same period of 4.52%.


Without a doubt it has been a difficult market to trade in thus far. In times when markets are choppy and it seems as if bear traps are beginning to form, it is important to take a serious look at capital preservation. If we do not, we risk the chance that our trading capital takes a serious blow. While the blow may be temporary in the long run as we've seen the U.S. economy recover time and time again, in the short-term you could be waiting months or years before you get back what you lost. While losses in trading are inevitable, you job as a trader is to limit losses

The cost of losing is high. Suppose you have $50 invested in Google and the stock drops 50% over a couple months. Now your stock is worth $25 and in order to get back to that $50 cost basis, you will have to have the stock double in value. 

Is it better to overpay for a high returning stock now than to buy a stock that has moderate returns now at a fair price? The answer is the latter. If you buy an overpriced stock now and the stock drops 50%, at 10% annualized returns, it will take you about sixteen years to match the value of that of a stock that grows at 5%. The lesson here is to preserve your capital because losing can be very costly
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People's Republic of China - Day 2

April 3, 2014 -

Exploring Suzhou's Historical Sites - Tourist Day 


Day 2


6:30 AM - Woke up in the middle of nowhere

I'm just kidding, we woke up in a condo. Through my business partner's connections, we were able to settle into a condo the night before and get rested. The condo itself was three bedrooms and two baths and probably less than 800 square feet. I'm guesstimating here of course. While this was not a five star hotel and the walls looked like there was some water damage, the place was alright. Our plan for the day was to visit some of the cultural places in Suzhou, but first our driver picked us up to visit my business partner's manufacturing connection.

10:00 AM – Driver takes us to Tiger Hill in Suzhou

Tiger Hill is a hill in Suzhou, China and it was named this because it looks like a crouching tiger. When we arrived at Tiger Hill, the first thing I noticed was the Yunyan Pagoda. The pagoda was constructed during the later period of the Five Dynasties. At seven stories tall, it has started to lean to one side. At the time there were a lot of traditional Chinese performances for tourists going on at Tiger Hill. Most notably we saw Chinese girls dressed up in traditional clothing dancing to traditional Chinese music. There were also a number of historical spring wells that were marked from periods dating back to 900AD. We saw the "third" most famous spring said to have one of the best and cleanest water at the time. However, now it is just still water with lots of algae.



One thing I noticed while is Suzhou is that the car license plates show the providence plus A,B,C,D,E, which supposedly represents various levels. For example, A would be the capital. In any event, I digress. Tiger Hill had a garden of bonsai trees that looked amazing. I'm pretty sure these trees were pretty old. Suzhou is actually known for their embroideries and wedding dresses. Supposedly the emperor's clothes were made in Suzhou.


12:00 PM - Lunch at the Zen Chinese Cuisine 

Surprisingly eating out in China is not overly expensive at least in the less industrialized areas. For example, for we ordered dim sum for three people at a relatively decent restaurant (comparable to a poor man's PF Chang's) and the total only came out to be 200 RMB, which is about $32 USD. However, the wages at the manufacturing plants are significantly less than what the minimum wage is in the States. For example, our driver makes about 20,000 RMB a year, which is about $3,000 USD. Only executives and management level individuals typically eat out.


1:00 PM – Drive to Humble Administrator's Garden

After lunch, our driver took us to Humble Administrator's Garden, which was nearby Tiger Hill. In fact, from the garden itself, you can see the North Temple Pagoda in the distance. But the garden was said to have been designed to create the optical illusion as if the Temple was a part of the garden itself. There were some ducks and we saw a bunch of lotus plants in the pond. Unfortunately, due to the season (we went in October), the lotus plants were withering.


4:00PM – Walk to the Suzhou Museum and Taoist Temple

Nearby the Humble Administrator's Garden, we entered the Suzhou Museum. This evidently was a more modern establishment with metal detectors and such. We saw a lot of old things and stuff that you would normally see in a Chinese section of a museum in the States or in Europe. Afterwards, we went to a downtown shopping area where there was also a Taoist temple. A street vendor was selling duck tongue. We bought a couple of these and they were okay. I've had duck before, so I wasn't that taken aback. We then walked around the shopping plaza looking at different products such as baby products. In China, because of the one child policy, they want to give their children the best. Therefore, often times they are willing to pay top dollar for good baby products.

7:00PM – Dinner and then retire for the night

We ended up eating at a restaurant that served rabbit foot and had some other Chinese dishes. Nothing else that I had never seen before or was taken aback by.  After dinner we went back to the condo, got ready for bed, and crashed.


My First Experience in China - People's Republic of China - Day 0/1
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Pro Stock Trading Tip #10 - 3 Reasons Why You Should Keep Speculation and Investing Accounts Separate

March 31, 2014 -

Separate Your Speculation Account from your Investing Account

First of all, in speculating, you are looking to profit from the short or midterm fluctuations of market value of stocks. This time frame can range from less than a day to a couple months. On some occasions you may be able to consider a time span of one to two years as speculative. Where as in investing you are looking at the business as a whole and determining a value of that business. Through the speculation model, whether or not a business is overvalued is of little concern. You are more concerned with whether or not someone else will pay a higher price for that stock.

Track the Performance of Each Trading Strategy

The first reason you should keep your speculation money separate from your investing account is because you'd want to track the performance of each methodology. Keeping both types of money in the same account purely because of trading commissions is not a good decision. You'll end up paying more in investment and speculating losses than you will with trading commissions. Figure out if you better at speculating or are you better at investing. Then do more of what you are good at and less of what you are not good at.

Keep the Two Strategies Independent of Each Other

The second reason separating speculation money from your investing money is an intelligent decision is if you start trading the same stocks in varying time frames you could lose track of what stocks you are employing which strategy. Yes, you could track your stocks on Microsoft Excel. But if you are trading short time frames, you will be looking at stock charts differently from if you are looking at a stocks from a longer point of view. In the short term, your chart reading skills may suggest there will be further correction as the chart looks overextended. But in the longer term, you still believe the stock will continue to increase in price. If you are unable to separate these two ideas, you may end up selling a long term investing stock early because you were spooked by the short term price action.

Clearly Prioritize Capital Withdrawals

The last reason for separating your investing money and your speculation money is should you need to withdraw money out of an account, you'll know to pull from the speculation money first versus the investing. While you should never risk more than you are willing to lose, there will undoubtedly be life events that arise whereby you may need to pull money out of your accounts. Because your speculation money trades under a shorter time frame, you'll also be able to more accurately time the exit of your stocks with the short-term peaks. In investing, there may be years that go by and your stock doesn't get back to the price you paid it at. If that is the case, you'd have to be comfortable with taking a loss even through your theory about the business has not been unproven.

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Importance of Grit in Suceeding in Life - Angela Lee Duckworth Summarized

March 26, 2014 -

Your Success Depends on Grit


We are trained by social media, the internet, and technology to expect things to be instantaneous. Ask a question in Google and you'll get an immediate answer or response to your question. Want to put in a stock trade? Instantly put in a order to your broker and within seconds you could be a shareholder of the world's largest company. The benefit of this is obviously increased productivity, but the consequence is an increased expectation that everything else should work the same way.


For a while, I used to believe that success could happen overnight. You can build a website or an app and social media or someone will spread the world. Then you would be an overnight success like Flappy Bird. But that is only what it appears to be from the outsider looking in. But to those inside looking out, Flappy Bird became a success only after the creator made several other apps such as Super Ball Juggling and Shuriken Block. Rome was not built in a day and anything sustainable can't be built in a day.

Being successful is not about being the smartest, best looking, or most socially intelligent. While those things do help create opportunities that may lead to success, without perseverance and hard work you won't be able to get far.

Angela Lee Duckworth left management consulting at Mckinsey to teach seventh graders, but eventually her path led her to where she is now as an assistant professor at UPenn Her research has led her to understand that the reason people are successful or most likely to succeed is because of grit.

"Grit is passion and perseverance for very long term goals. Grit is having stamina. Git is sticking with your future not just for the week not just for the month but for years and working really hard to make it a reality. living life as a marathon not a sprint." - Angela Duckworth

How do you cultivate grit? What can lead you to become more grittier?

The idea of a growth mindset is the belief that the ability to learn is not fixed and it can change with effort. When students learn about the brain and how it can grow in response to challenges, they are much more likely to preserve because they view failure as a temporary thing.

In other words, be the tortoise and not the hare. Slow and steady does win the race.

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What Fear Can Teach Us - Karen Thompson Summary

March 18, 2014 -

See Fear as a Story - Learn What Fear Can Teach Us


Karen Thompson Walker is a fiction writer who wrote the New York Times Bestseller book entitled The Age of Miracles. The book is about a girl and her life after the earth's rotation suddenly begins to slow down, which results in longer days and nights, change in gravity, and shifts in the environment. All the while, Julia is also dealing with everyday life's challenges.


Fear is often seen as a form of weakness. As adults we are often told not to worry and not to panic. In fact studies have shown that humans are hardwired to be optimists. Hope for the future keeps our minds at ease, reduces stress, and promotes physical health. Society and nature have conditioned us into looking at fear as something we need to overcome.

However, Karen Walker suggests that we should look at fear as an "amazing act of the imagination". As a child before you went to bed did you ever wonder if there were monsters hiding in your closet or underneath your bed? When we see young children express their fears, we deem them as having an vivid imaginations.

As we grow older, we leave these visions behind and "grow up". But these intense worries are exactly what sparked and fueled the works of Darwin, the Brontës, and Proust. What can we learn about fear from these visionaries and young children? Fears are really an unintentional way of storytelling. Fears have characters just like stories do. In our fears, the characters are ourselves. Like stories, fears have plots. There is a beginning, middle and an end. You board a plane, the plane takes off, and then the engine fails. Fears can also be every bit vivid as imagery found in a novel. Fears also have suspense.

"As a writer I can tell you a big part of writing fiction is learning to predict how one event will affect all the other events. Fear works in that same way. In fear, just like in fiction one thing always leads to another." - Karen Walker

If you think of fear as more than just fears, but as stories, we should think of ourselves as the author of those stories. We should also think of ourselves as the reader of those fears. How we choose to read our fears will affect our lives. Successful entrepreneurs share a habit called productive paranoia, which means instead of dismissing fears these people read them closely and translated the fear into preparation and action. So they were prepared when their fears came true. However, they don't always come true.

How can you tell fears worth listening to an all the others?

The best reader has a combination of two different temperaments - the artistic and the scientific. A good reader has an artists' passion; willingness to get caught up in the story. Also, coolness of judgment of a scientist, which acts to temper and complicate the intuitive reactions of the reader.





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Excel Tip #13 - Easily Transpose a Data Set (Flip data from horizontal to vertical or vice versa)

March 11, 2014 -

Four Steps to Paste Special Your Way to Transposing Data


Some tables are best looked at with the headers going across versus on the left side. Suppose you've always labeled your table with column headers versus row headers, but now you want to swap it and have the headers go on the left side versus across on top. There are two easy ways of doing this. One is through the below simple four step process. The other is through pure shortcuts. Take your pick.


1. Select range to be transposed
2. Ctrl +C or Copy Button
3. Select the Paste Cell
4. Right Click, Choose Paste Special, Transpose

Super Pro Tip:

Hit: Alt then, E, S, V, E and then click 'Ok'


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Measure Success Through the Process

March 3, 2014 -

How Do You Define Success?

When someone says that they ran a marathon or finished a triathlon, immediately what comes to mind is that the individual is successful, physically fit, and a hard worker. After all, why would we assume otherwise? To finish a marathon or triathlon is by no means an easy feat. Likewise, when someone says that they work at Google or Apple, we immediately give them credibility. The reason is because we have this positive image of Google and Apple as being leading technological companies. We automatically assume that if someone works for them, they must be successful in that they possess certain skills that are highly desirable in the workforce.


In a world where so much information is constantly thrown at us, we use heuristics or mental shortcuts to make judgments. But, the problem with looking at the end result is that we then tend to associate the accomplishment with success. For example, you may think to yourself that if you are able to finally land that job at Google, then you will consider yourself successful. Or when you save up $50 million dollars then you will view yourself as being successful.

Success is not measured by what a man accomplishes, but by the opposition he has encountered, and the courage with which he has maintained the struggle against overwhelming odds…. -Orison Swett Marden

Chris Hadfield, a retired Canadian astronaut, believes this is how you set yourself up for a personal disaster. Even though Google is a large company and there are thousands of employees, most people in the world do not work at Google. In fact, relative to the entire population in the world, very few people work for Google. If you achieve a net worth of $50 million dollars you are considered to the in the top 0.002% of wealthy individuals in the world. While the latter is less likely to occur than the former, both of them are relatively rare occurrences. What happens when you don't achieve a net worth of $50 million or land a Google job, does that mean you are not successful?

While it is important to highlight your accomplishments on a resume, life is more about the preparation that is required for you to reach those peaks in life. The richness in life comes from the "challenges that we set for each other, and the way that we shape ourselves to rise to that challenge." In other words, life is much more about the journey of it all than the destination.

I think if there is any sort of meaning to life, its got to be something personal. How does the life you led affect your own conclusions about what's important to you? - Chris Hadfield




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Be Stronger Through Mental Imagery

February 26, 2014 -

Find Strength Through Mental Imagery



I've always wondered how some people are able to remain so poised and composed under pressure, while others frazzled and seem to lose control of themselves. Phil Jackson the former coach of Michael Jordan and Kobe Bryant has been dubbed as the "Zen Master". He had a winning record every year as a head coach and has the highest winning percentage of any Hall of Fame coach. But, that isn't what impresses me the most. It is how he did it and more specifically his overall demeanor. During high pressured games he remained cool, clam, and collected. This doesn't mean he didn't show emotion. He just gave off the impression of a "we got this" mentality that ultimately feeds down to his players. On the flip side, if you look at Mike D'Antoni, he is like a rolling fireball. He more often than not appears agitated and loses control of his temper. A quick comparison of their coaching records shows which coaching style is more effective.



How do we develop this calm and poised demeanor? One way is to go through difficult experiences and grow acclimated to tough challenges. If as a young adult you grew up without both your parents and had to constantly jump from minimum wage job to job to support both your brother and yourself, you are going to have a tougher shell than someone who didn't go through that. You are less likely to sweat losing a job than someone who has had the same white-collar desk job for 30 years and suddenly the rug was pulled right underneath them.

Learning through experiences take time. We would rather learn the up front lesson than have to go through five years to get the same lesson. We use theories to accelerate our learning curve; lessons that others have learned through their experiences. Still, no matter how much you read about a situation or try to learn from others, there is nothing like going through the experience yourself.

You can watch a bunch of golf videos on how to swing a club and understand the mechanics behind a solid swing. However, this doesn't mean you will be a successful golfer. You still have to go and experience it.

The next best thing to actually going through experiences themselves is to use mental imagery to transport yourself into situations. This is not a new concept and frankly you are already be doing this. When you dream you are in a rehearsal for new challenges. When you dream your mind processes emotional material to help you mentally prepare for the situation when you are awake. But, you don't need to wait till you go to sleep to use mental imagery.

Whenever you have thoughts of stress, agitation, desire, pride, and greed cloud your mind imagine peaceful situations. Drop yourself mentally in a relaxing beach, placid lake, or imagine yourself on a high mountaintop overlooking the vast panoramic view. Next imagine yourself sitting quietly, your mind open and clear, as calm as windless prairie. Take notice of your inner storms dissipating and your strength from within growing. Your wounds may be deep, but they are not as strong as your mind over the matter itself.  

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Three Essential Not So Intuitive Life Hacks

February 20, 2014 -

Three of the Very Best Life Hacks 


You can have the best motherboard, processor, and biggest hard drive, but without the software to control these parts there isn't much you can do with it. Your mind is similar to that of a computer. It is just as important as the muscles it controls. There is a cliché that circulates around. How many times have you heard that a certain task is more mental than physical?

How we control our actions and what beliefs we hold comes from our brain. Why is it that some of us have a harder time making decisions under pressure or feel overwhelmed when multiple issues are thrown our way? Why are we able to perform at a high level when nobody is watching, but when the world is watching we fail?


Nature has favored not those who are bigger, faster, or stronger, but those who are more cerebral. This is clear in the wild whereby crows and even pigeons have assimilated into our human dominated society. If bigger, faster, and stronger were favored, we would have cheetahs and elephants dominating the top of the food chain.While crows and pigeons have prospered, many other species have died out as humans continues to urbanize the world.

Enact Positive Motivational Self-Talk

In our minds, we all have a vision of what a strong person looks like and how an understanding of how a weak person behaves. If we believe that we are weak, we will feel weak. But if we think of ourselves as strong, we feel strong. It is really as simple as that. The words we use to describe ourselves leads us in the direction of where we are mentally or physically.

For example, if I tell myself that "I'm worthless. I am the worst at everything. I can't get to where I want to be. I constantly fail and make mistakes." Then I am creating a self-destructive mentally, which will translate into my behaviors and thoughts. The best thing about this self-talk is that if you do the opposite you will feel strong. When you feel that voice in your head start to seep discouraging words into your mind, ask yourself is that really the case? Is this task truly impossible?

"The fact that we can change our feelings means we have power over them." - Richard J. Machowicz

Interesting enough, sport psychological studies have found that instructional self-talk such as "Use your core strength here" and "You know you can do this!" has helped athletes perform better and succeed.

Set Reasonable Action Lists

Goals are where we want to end up or a place we eventually want to reach. While it is great to dream and aspire, a goal is just a dream until we take steps towards reaching that goal. Most of us had at least one New Year's resolutions at the beginning of the year. But, as the months roll by, I'll be willing to bet that those resolutions have begun to slip away. I myself have already broken a couple, but the beauty of it is that you can still get back on the horse. There is nothing that says just because you broke your New Year's resolution, you should stop trying to meet your goal.

"The mind guides action." If we succeed in regulating our thoughts, then this will help our behavior." - Antonis Hatzigeorgiadis

Goals can seem overwhelming at first because usually it is something you've never done before. If it was something you've been doing for a while then it wouldn't be a goal. The key is to break a goal down into steps and create a definite action list. It is much easier to tackle smaller tasks than large tasks. This is also why the best way to beat procrastination is to just take the first step. Once you start something, set your eyes on a nearby target. As you get further and further into the project, set another nearby target.

Make sure you reiterate your goals. It is important to remind yourself of these goals and why you have them. Write these goals down and put them in places you visit everyday. That way you won't miss them. If you can't avoid them, then you will eventually have to accept them and this will help you work towards that goal of yours.

Set Your Bedtime and Stick to It

One of the reasons humans live so long is because we recharge our bodies. However, we can blame the invention of the light bulb and advancements in technology for the sleep loss in today's world. Studies have shown that in the 1940s on average people slept for 8 hours. According to a recent Gallup poll, that figure is down to just under seven hours. The recommended hours of sleep is seven to nine hours.

In college, I was fine with sleeping 6 hours a day. I would bounce back the next day without any problems. Now I am beginning to see the effects of sleep deprivation. I've become a lot more irritable and noticed a drop in my learning and performance effectiveness. There were a lot of activities that I used to be able to pick up quickly and efficiently, but now I feel a step slower. The scary thing is that you are more at risk of developing diseases and more likely to feel unhappy.

At the end of the day, there is no replacement for sleep. The next time you feel the need to complete that extra assignment at work or work overtime, take a step back. You will be more fresh and better equipped to tackle that challenge in the morning when you have more energy. It is better to be more efficient during your optimal hours of the day than sluggish and spend hours upon hours finishing a task that probably would've taken you thirty minutes if you were fresh.
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Revisiting The Last Five Featured Stocks

February 17, 2014 -

StockKevin's Five Featured Stocks - Revisited


Over the past few months, I've detailed a number of interesting and noteworthy stocks. While not all of these these companies have either surprised the market with positive earnings results or have beaten expectations, they have returned on average a modest 20% since it has been featured on the site. We will summarize these featured stocks below and also present the return since.



Let me just preface by reminding readers that articles on StockKevin detailing specific stocks are not recommendations to buy or sell securities. They are merely for informational purposes. It is highly recommended that you perform your own research before investing your capital.

Facebook (FB)

Facebook was a stock featured in late last September. At the time it had held the 20 day moving average and bounced to reach new highs at $52.50. It has since returned an impressive 41.27% in less than five months. On January 30th, 2014, the stock gapped up on better than expected Q3 earnings. If you had read our previous article you would have noticed that, this gap up play is similar to what had happened back in late July. The play here would have been to buy on the gap and put the stop just below the gap. In both instances (after the Q2 and Q3 earnings releases), the stock ran without even making a real attempt to fill the gap. 



Priceline.com (PCLN)

Priceline has continued to show strength even as it has exceeded the $1000 per share mark. Since it's featured stock introduction on StockKevin last September, it has returned a whopping 36%, which just about nearly matches that of Facebook.

Wisdom Tree Japan Hedged Equity (DXJ)

When we last looked at DXJ, we said that broke out of an ascending triangle pattern. It has since been very choppy. These overseas indices are highly susceptible to overnight gap ups and  gap downs. Though they may provide large returns over short periods of time, they can be difficult positions to manage. 

Stock of the Week: Google (GOOG)

Google is yet another high flying stock that had made it into a featured stocks article. Since its gap up detailed back last October, it has returned a modest 19% return. Not bad for a stock that is trading at over a thousand per share. It took a small break at the 50DMA, but has since rebounded to all-time highs. This will stock will be on my watchlist to find a good entry point.  


Rite Aid (RAD)

Since RAD's introduction on StockKevin late last November, the stock has returned a modest 9.6%. If you had read the RAD last article, we detailed the potential breakout situation. While the breakout did trigger, it quickly went back down to retest the bottom of the breakout channel. Still, it has since moved above the 50DMA and climbed back near its 52 week highs. 
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