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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (32130)9/24/2008 1:51:15 AM
From: Spekulatius  Read Replies (2) | Respond to of 78464
 
Bought back more stuff I sold last week:

GR 44.2$ (well positioned aircraft supplier, beat earnings by a wide margin last quarter)

IILG 10.73$ (IACI spinoff, cheap and underfollowed, IMO)

STT 54.2@ (add, reported earlier today)

Sold SIL 3.42$. Crazy move. Tiny position. No confidence in management.



To: Spekulatius who wrote (32130)10/29/2008 12:00:18 AM
From: Spekulatius  Respond to of 78464
 
Weird trading today:

Woori Finance (NYSE) +18%
Woori Finance (KSE) -9%
finance.yahoo.com

Don't own it right now (it has been quite a disaster even against Korean benchmarks) but I think todays buyers will feel some remorse tomorrow.

Sort of amazing how his stock has disintegrated without many negative company specific bad news. Sort of a warning about investment in foreign countries in perilous times like this. Loosing money without much clue why is not desirable. At least with US stocks I know what is hitting me.