Hello Pezz, Tonight’s Report:
IVAN nearly tripped the trap on the downside, a pre-positioned buy order; just as well. I moved the limit buy further down in price. Yup, you got it, testing the theory that bull market make allowance for speculative mistakes.
I decided to trim back on other shares as I am taking on new positions. I do not like to veer to far away from 20% of gross asset for equity allocation.
(1) I sold my KCS Energy at USD 8.31/shr, recognizing a profit from purchase level of USD 7.85/shr Message 19442681 <<October 28th, 2003>>, about 0.73% per elapsed day, thanks to Energyplay ;0)
(2) I sold all of my Engelhard (EC), Bunge (BG) and all of my US based Impala Platinum (IMPUY) at 28.48, 26.34, and 43.25 bought here …
Message 18811751 <<April 8th, 2003 … Engelhard (EC) at 23.4/share, Purchased dollop of Bunge (BG) at 26/shr … Impala Platinum (IMPUY) position at 27.8/shr>>
… and realized particularly good profit in the case of IMPUY, Ok profit from EC, and did not lose money from BG.
I am holding on to my S.Africa based Impala Platinum still, and have no plans to decamp.
(3) I sold my ExxonMobil (XOM) at 35.87 for dereliction of duty and failure to perform, bought here Message 17250984 <<March 28th, 2002>> and here Message 17387953 <<April 26th, 2002>> at a slight loss.
(4) I also sold my Royal Dutch Shell (RD) for the same reason that was bought back around June of 2002 (no SI record) at a loss.
Chugs, Jay |