trading special opportunities
(2007-12-28 20:58:38)
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I trade special opportunities on stocks and particularly companies that I believe are misunderstood by the market for moments,
my trading is not mostly about timing, more about value. Hence it often takes a lot of time and/or money management skills to play out. But when it works, it can add great percentage gain for the whole portfolio.
LDK was one example, I still hold my long term holding on that, currently GA is my newest largest trading position,
both are apparently very controversial, and I could be wrong, or very wrong,
but I take great offense when someone labels me as "pumping". I only write about multi-billion cap stocks about which I have done as good research as any armatures could. Those stocks are, simply, beyond pumping.
I wrote about them to share my views, and for that purpose only. I don't think anyone has right, nor base to judge my character, about which I'm quite proud of. Regarding the performance, I have been wrong some, right some.
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the world is big enough, if something is not your taste, it could very well be someone else's taste,
if it's not your cup of tea, just avoid,
if you have any solid facts, numbers, reasoning, lay it on table, I'm very much willing to be corrected, and in fact I look forward because I put money in, so I really appreciate if you can offer new info or new clues that I don't have,
but if you only want to vent your claim, with no proof whatsoever, then please keep your silence (and cheap shots),