Thanks, Suma. Appreciate those kind words.
Sometimes I look at it this way: a decent objective is to try to accumulate as much productive assets as possible at the lowest cost as possible.
I post most of my buys. Maybe somebody might be interested in the stock or the company or its industry, or would have an opinion supporting or disagreeing w/me. That's all to the good.
I generally don't post sales, and if I do I don't often relate them to buys. I don't see where that's helpful to readers. I'd rather not have people here judge if I'm a good stock picker or a bad stock picker. Rather, I'd prefer that each stock I mention stand on its own and not have anybody weigh whether my past record or posts should influence their decisions or opinions about the stock.
For some detail though, here's what I've done today, fwiw.
Bought more PBRA (@ 34.50)
Sold small first lot of NDN to claim tax loss (in $20.17; out 13.99). May buy back in 31 days.
Sold taxable purchase only of MHR (in 9.98; sell 13.20). Still holding shares. Company putting itself up for sale apparently. I want to see what the other investors here on SI might be doing with their shares.
Closed ALCO position (in 28.75, out 50.65) Oops, I may have been too quick to sell. I figured controlling insider would not agree to potential buyout offer, but co. now has announced a special committee of BOD has been convened to consider the offer.
Sold 20% of SIRI (in 1.35; sell 3.68). My first sell. Yesterday was the day to sell though with SIRI >4.
Sold latest, recent buy of CPRT (in 17.80;out 19.08)) Still holding shares purchased 2/28/03 @ 7.49.
Bought AOBO (@ 1.40). Refer to Dale Baker thread.
Trimmed AACE position (in 12/4/2 @7.95; sell 26.63) Losing patience & some confidence.
Trimmed CEE position (in 20.11; sell 25.45). Losing some confidence.
Bought more TIF (in 29.72)
I mentioned almost all of these stocks here when I bought them (exceptions being today's AOBO and maybe NDN which might've first been discussed on Buffett thread).
-------
Uh... as I look at what I've bought & sold today, no one should consider that this is a typical day for me as regards gains vs. losses. I don't know anyone else's portfolio, but I am willing to bet that I have among the very largest number of different positions of anyone reading this. That's the NUMBER of different stocks held --- NOT dollar value. So, since I try to hold stocks for a while ... this leads me to confidently say... I very likely also have more losing positions and more losers than anybody else on SI.
:>/ (wry grin) |
