Natural Resource Stocks Message Board

STOCKTALK

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.

Strategies & Market Trends : Natural Resource Stocks

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: isopatch who wrote (96544)	1/23/2020 2:50:22 PM
From: DinoNavarre	Read Replies (1) of 108550

Hi Iso....Just some rambling..... Staying nibble....Still got the eight ounce gloves on....Sticking & moving.... My Natural Resource + related stocks......All these were bought in 3Q & 4Q (or had shares added to them)......Already sold them.....Making the tax man happy...... Took short term gains out of these.....Would like to own a few of these as long term investments.....Believe now is not the time to make that commitment... TETY.ST NHYDY EGY bought & sold twice CE2.DE VBK.DE sold today TNK NAT HAFNIA.OL OET.OL sold today PXT.TO AR TALO WAAS bought out by Culligan Water.....so I sold ------------------------------------------------------------ Took most of my losses in Q1, took a bit over $6K in losses....Portfolio housekeeping... Took some short term Q3/Q4 losses in these companies..... DHT sold today, largest loss from Q4 (-$533) WTTR Bought end of 2Q sold in Q3 (-$498) NTS.OL Bought Q1, sold Q3 (-$181) DEZ.DE Mistake....Should never have bought....like the company....but bad time to buy....(-$151) Have two other short term losses (-$619), but not Natural Resource related..... ---------------------------------------------------------- Recent buys/adds from Q3/Q4 & Q1 2020 that I will not hesitate to sell if conditions warrant that action.... FRTA Finally got over their debt.....toured two of their facilities....Seen all the 3Q 13F buying....so I bought... ERII LIQT Plenty of Institutions & Funds buying in Q3...... EVK.DE S68.SI Bought in Q2.....Will sell if things get bad.... TGR.AX Bought in Q1 added shares in Q3... PL.TO Bought in all 4 quarters of 2019....Now 7th largest energy holding that I have...... NKR.OL GASNY Would really love to keep it + add shares.... FORTUM.HE Would really love to keep it + add shares.... AGLXY Would really love to keep it + add shares.... ACA Added shares in Q3 + Would really love to keep it + add shares..... NVT Plenty of funds hold this outfit.....Thought I would start a small position... I have a few more in the in this category, but they are in tech and retail so will not list here... -------------------------------------------------------- *>>>This isn't the same market in which our parents made their money thought many are yet to get the message.<<<* I'm handling risk by not holding many of these companies longer term.....I have been mostly taking gains since June of 2016....Keeping plenty of dry powder....Patience as a buying tool.....Take the gain, add company to tracking folder.... Making many smaller bets + taking the gains....Limit Losses / ***Rule #1 "Do not be afraid to sell"..... Selling = Playing defense....has served me very well... Should the markets correct....I hope to start a few more "Buy & Hold" positions.... The only positions that have made it on to my "I would like to own longer term / add to core positions" in 2018 & 2019 are.... KNOP, HMLP, PL.TO, ASA-ME.OL dmv

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next