Finally,Thereareseveraldoubledoreventripledstocksemergedinmyportofolio.
PIR,myaveragecostis0.6.Now1.8.
FIG,1.5Now2.6
FMD,1.2Now2.5.
Afterahomerunthismonth,mylargestholdingBXandForestCitybreakevennow.
Whenmarketreachedthesecondbottom,eventhoughIhaveforcastedthatway,butIwasstillfrustratedlookingatmyportfolioalmostcutinhalf.
Hereismythoughbaseonbullmarketstartshere.
Thefir...[阅读全文]
Tony's stock investment
I will wrote down everyday's thought about stock
博文
(2009-04-17 09:45:38)
(2009-01-28 09:29:00)
PSUNcamebackto1.00today.Sosadsoldittwodaysago.
EverytimewhenIcutsomestock,itwillcomebackreallyquickly.
IfIholdit,itwillgotobankruptcy.
Sigh.
ForestCity(FCE/A)hasaround150Minterestdueinnext3weeks.
Let'sseeifitcangetfinance.
Alittlebitworryaboutit.
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EverytimewhenIcutsomestock,itwillcomebackreallyquickly.
IfIholdit,itwillgotobankruptcy.
Sigh.
ForestCity(FCE/A)hasaround150Minterestdueinnext3weeks.
Let'sseeifitcangetfinance.
Alittlebitworryaboutit.
[阅读全文]
(2009-01-26 09:14:30)
AfterhugelossonNT,Idon'twanttoholdanystocksunder$1.
IsoldPSUNjustnowwith50%loss.
IaddedmoresharesforFIGandBX.Theirpricearereallylowandhasnorisktobezero.
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IsoldPSUNjustnowwith50%loss.
IaddedmoresharesforFIGandBX.Theirpricearereallylowandhasnorisktobezero.
[阅读全文]
(2009-01-23 09:35:34)
PSUNisunder1$today.
Lookatitsbalancesheet.Ithas40Mnewdebt.comparedwithdebt-freeearlierlastyear.
Ithaslittlecash.
IwentoverlastissueofELLEanddidn'tfindanycommercialpagefromPSUN.
Reallynotlookgood.
Theinterestingthingisinsidershavebeenkeepingbuyingstocks.
PSUNissellingitsheadquarter.Ifeelifthatdealisdone,itwillbringenoughcashforPSUNtosurvive.
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Lookatitsbalancesheet.Ithas40Mnewdebt.comparedwithdebt-freeearlierlastyear.
Ithaslittlecash.
IwentoverlastissueofELLEanddidn'tfindanycommercialpagefromPSUN.
Reallynotlookgood.
Theinterestingthingisinsidershavebeenkeepingbuyingstocks.
PSUNissellingitsheadquarter.Ifeelifthatdealisdone,itwillbringenoughcashforPSUNtosurvive.
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(2009-01-19 21:34:17)
Barrons'mentionedFIGinits'Weekend.Basically,Barrons'pointedoutthatFIGcan'tgotozeroaccordingtoitsbalancesheet.Ihavethesameopinion.FIGisanassetmanagementcompany.Itwasnotusingitsmoneytobetitsinvestment.Thosemoneywasfromtheirinvestors.Withpricearound1dollar,itisreallysafe.[阅读全文]
(2009-01-13 10:21:49)
JustboughtFMDandMBI.
FMDhashugeamountcashgotfromGSlastyear.
Comparedwithotherloans,studentloansarestillsafestloaninvestorcanget.
LookSLM,itdidn'tdropthatmuchcomparedwithotherinvestementinstitute.
MBIhasmanyinsiderbuysandnoinsidersellforalongtime.ItisasaferpickcomparedwithABK.
Hopefully,MBIwillsurvivelateron.
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FMDhashugeamountcashgotfromGSlastyear.
Comparedwithotherloans,studentloansarestillsafestloaninvestorcanget.
LookSLM,itdidn'tdropthatmuchcomparedwithotherinvestementinstitute.
MBIhasmanyinsiderbuysandnoinsidersellforalongtime.ItisasaferpickcomparedwithABK.
Hopefully,MBIwillsurvivelateron.
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(2009-01-12 18:02:48)
allmypositionshavehugedroptoday.FCEA,FIG,KFN&ACAS.Mostofprofitsmadeinlastweekaregone.Iwillstickmyplan:Tobuyonestockaround1-2$everyTuesdaywithsmallamount.IbelievethemarketistryingtoformaWbottom.[阅读全文]
(2009-01-11 20:35:48)
CheckedLVS.IwilldosomereseachforLVS.Howcomeitspricehasdropped80%?
IamthinkingtoaddmoreonKFN.
KFNisplayingoncorporatedebtandMBSorCMBS.
Thatiswhyithasdroppedsomuch.
Butthereissignshowscorporatebondmarkethasshownimprovement.
Ifthedebtcrsisisover,theKFNshoudbe10plusifitcansurvivethatlong.
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(2009-01-09 10:25:44)
IjustnoticedHAUPisover1$now.Itjustboughtacompany,whichmayincreaeseincomefromnextquarter.
IshouldbuysomesharewhenmymoneygetstomyaccountnextTue.
IstilllikeFMDsincepeoplecan'tgetridofstudentloanthroughbankruptcy.
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IshouldbuysomesharewhenmymoneygetstomyaccountnextTue.
IstilllikeFMDsincepeoplecan'tgetridofstudentloanthroughbankruptcy.
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(2009-01-08 09:53:19)
IboughtForestcity(FCE-A)at8.66todayusingmyFidelityaccount.Thecommissionis20$.Toomuch.IwilltransfertoIBsometimelater.
IhavebeenworkinginaFCE'sprojectinDC.
FCEisareitsthatdevolopbigprojectinmetropolitanarea.
Ibelieveitwillgobackto40$whenthefinancialcrisisisover.
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IhavebeenworkinginaFCE'sprojectinDC.
FCEisareitsthatdevolopbigprojectinmetropolitanarea.
Ibelieveitwillgobackto40$whenthefinancialcrisisisover.
[阅读全文]
