SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.980+2.1%Nov 10 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: refugee investor who wrote (844)4/30/2011 7:45:38 AM
From: Italian Investor  Read Replies (1) of 1366
 
Well you were right about MBIA in the little fund. Yea he is really ballz to the wallz with MBI in the new fund.

I am glad to see that they have been buying more bank stock. Me too because he is the big reason I hold some of the names I hold.

Did you see the headline the other day about Forrest Labs? The gov is trying to indict the owner or something, charge him at least, for some infraction. No I missed it but will be part of my reading today.

My top holdings, the top 5 are like 70% of the stock portfolio not counting cash. All the names listed are out of favor the way I like it!

JNJ (In the green)
CSCO (RED almost even do to heavy buying near the lows)
WMT (In the green)
AIG (Red on what I hold now started buying again @ 34 and bought more yesterday about 10% cheaper 3rd time in this name)
BAC (Red on what I hold now Started buying again in the low 13s bought more yesterday also in the low 12s, 2nd or 3rd time in this name)
TGT (RED started buying around 50 bought more yesterday around 49)
MBI (Green traded so many times for 10-15% pops and what I hold now has a low 9 buy price)
MTU (Green bought a penny away from the 52 week low a Faber recommendation)
HPQ (slightly green in this name bought many times for quick gains in it again 40.03)
SNE (slightly Green bought on thur 27.88)
NMR (Green bought pretty close to the 52 week low a Faber recommendation)
WFC (Green in this name again got when they were down 6% or 7% after earnings, 2nd time in this name bought near the 52 week lows before and sold for a sizable return)
MFG (Green got them close to a 52 week low another Faber recommendation)
MS (Green bought recently In this name multiple times for quick returns)

Everything I recommended and did not mention that is not listed I sold for pretty nice gains. I did not have any losers this year I am close to a 19% return with a batting average of 1000%. I hope to say I was batting 1000% @ year end too lol. The returns would have been much higher if I did not have the sizable amount in cash holding me back. Everything I own is currently close to 52 week lows except JNJ and WMT which were bought near lows. MBI and WMT are mid range but everything else is not too far off the lows. This time last year my portfolio was much different it was overweight commodities now they do not exist because the ones I follow are up nicely and I do not feel comfortable in buying or holding what is hot. Hopefully next year or the year after I will get a second chance in the commodity sector I am still a BULL.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext