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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (22826)	12/23/2005 3:11:29 AM
From: bruwin	Read Replies (1) of 78745

Seeing as this appears to be the time to discuss Portfolio performance, here are the 3 stocks which form my Portfolio. Their purchase dates are in brackets. Personally, I'm not one to have too large a Portfolio in order to reduce risk. If a company's Fundamentals satisfies the criteria generally reflected in QUALITY stock, then I see no reason to dilute capital gain with stocks that don't exhibit the same. In my personal opinion, sanity eventually prevails in the stock market and, in the medium to longer term, a stock's price will reflect the inherent quality of its Fundamentals. BRY is a bit of an unusual one for me as I prefer to stay away from Resource based stocks. However, it seemed a good one at the time when one considered the state of the oil market. I'm particularly pleased with the performance of HANS. We debated this stock, and TWIN, back in July. I trust that you bought some TWIN (you didn't refer to it in your list) because its price has risen about 88% since then !! I seem to remember certain Board Members referring to HANS as "the gnat amongst giants" and a "Momo stock". Well ..... HANS(27/7/05) $48.65(post split)...currently $84.56. Up 73.8%. PDX (4/2/05) $66.40 ...currently $89.22. Up 34.3%. BRY (2/6/05) $49.16 ...currently $58.25. Up 18.5%. Best wishes to ALL over the festive season and much Capital Appreciation in 2006 !

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