Speaking of record, I too have one of the biggest gains in my life this week, ie, if you also count paper gain (un-realized).

I have made, in round figures HK$450,000 from one stock although mostly unrealized.  This is literally my entire stock holding as I sold out of most other stocks and put the money into this stock and it pays off.

Then, there's some sweetener of $27K from IPOs - $12K from #546 & #15K from #1889, making it a most memorable week.

I can't wait for Monday to come.

引用:

原帖由 mmr.ren 於 2007-2-9 06:09 PM 發表
Since most of us make new record, does that mean it's dangerous?

For me, no.  I don't have risky holdings.  I only buy into value stocks and those with heavy discount to NAV.  So I consider my portfolio quite defensive.

Good luck.

引用:

原帖由 peninsula 於 2007-6-16 03:51 PM 發表

Have you realized profit?

Literally, NO.  In fact, I have gone wild on my investment in the last few months, since I feel I am hot and could do no wrong.  So take advantage of it while I can.

Compared to my portfolio on Feb 28, 2007, it's $1.25 million bigger, $950K by realized gain/unrealized gain, and $300K with added capital.  

I had taken profit on some, and bought them all back, plus more.  I have learned to be a very patient investor.

[ 本帖最後由 dejavu2003 於 2007-6-16 17:59 編輯 ]

So since Feb 28, I have sold -

1.  #197 - 345K shares and bought back about 400K
2.  #310 - 60K
3.  various IPO stocks.

damn it.  I just realized I didn't take proift at all in the last few months.

In addition, I have added ................

引用:

原帖由 peninsula 於 2007-6-16 10:52 PM 發表

In addition, what??

Why buy back #310?

I have not bought back #310.  It has reached its NAV (67c cum rights, 49c ex rights), so it's ridiculously priced.  I am holding on to the balance 300K simply because I know something is being done.  Otherwise, it's not worth that valuation.  But I won't buy at this level.

I have accumulated #224 since end April - total 400K @ 59c, 62c, 71c, 73c, 90c & 97c.  I am glad I bought before the market finally discovers its great result due to be announced in July.  I am sitting on almost 1 million shares of this counter and this is going to be my biggest pay day.

[ 本帖最後由 dejavu2003 於 2007-6-16 23:13 編輯 ]

引用:

原帖由 dejavu2003 於 2007-6-16 11:10 PM 發表



I have not bought back #310.  It has reached its NAV (67c cum rights, 49c ex rights), so it's ridiculously priced.  I am holding on to the balance 300K simply because I know something is bein ...

#310 going crazy ar.  

go go go.

引用:

原帖由 peninsula 於 2007-7-5 12:28 PM 發表

Do you know why?

I don't know exactly, but I knew it was coming.....

引用:

原帖由 mmr.ren 於 2007-7-5 10:59 AM 發表
546 呢兩三日都唔知係咪勁震倉, 一開市 drop 一輪, 尾市又上返大部份, 但陰 D 陰 D 咁跌, 我已經 $2.04 溝左貨, 唔係咁敢再溝

【盈利警告】阜豐(0546-HK)上半年淨利潤顯著下跌
2007/07/07 11:55
財華社香港新聞中心。

於今年2月初掛牌的味精原料生產商阜豐集團，上市不足半年便發出盈利警告；集團指由於主要原材料玉米價格上升，導致毛利顯著下跌，故根據未經審核管理帳目，截至今年6月底止6個月淨利潤，將顯著低於去年同期。

該公司又表示，於截至今年6月底止6個月內，亦經歷了產品價格下跌。

引用:

原帖由 peninsula 於 2007-7-30 05:39 PM 發表

Any comments now?

I guess it has something to do with the recent performance of #67X.  I was hoping it would stablize or fall this morning but it didn't happen.

引用:

原帖由 peninsula 於 2007-7-30 08:50 PM 發表

Why? Don't you want to to go north?

I want to buy more at last Friday's level.