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

To: Jurgis Bekepuris who wrote (39986)	11/10/2010 10:02:15 AM
From: Madharry	Read Replies (2) \| Respond to of 78549

looks like cccl china ceramics is going ahead with their offering they amended their registration with the sec for new data. about 3.4 million shares no price yet I am guessing $8.50-$9. I am also guessing it will be oversubscribed at that price. I contact roth about buying in but no one responded so they dont need me. S. I speculate that as soon as the offering is done the share price will move up, people are not going to buy until they know what the offering price is.

To: Jurgis Bekepuris who wrote (39986)	11/25/2010 12:41:50 AM
From: Jurgis Bekepuris	1 Recommendation Read Replies (1) \| Respond to of 78549

My top 10-ish positions in no particular order: NRF-A/B, UVIC, MHR-C, EBIX, IDCC, GFRE, GILD, GPOR, COPJF, PBEGF, CSGH, DRAGF. Changes in top-10: None. New positions: FSR, CELM, TOT Positions increased: FRFHF, GLW, TXIC Positions reduced: Positions eliminated: Interestingly enough, zero sales this time. I tried to sell ASRG when it announced delay in filling quarterly report, but fortunately did not get a fill. After report was released, I decided to keep it for now. However, end of the year is coming and I plan follow the time honored practice of portfolio managers and clean up my stables. ;) So if anyone wants cheap shares, get in line. ;) FSR is I believe Spekulatius suggestion. Looks pretty cheap, so I bought an exploratory position. CELM reported pretty mediocre earnings after I bought the stock, so I'll probably won't buy more. TOT is a one of pick-your-supermajor-cheap-oil-co. Nothing more to say. In terms of portfolio additions, FRFHF and GLW are usual additions on dropping stock prices. TXIC is somewhat a gamble - the company still has not filled 2009 10K and replaced CEO/CFO/etc. On the other hand, stock tanked on news to pretty much "get it for free" level - 15M market cap for 100M sales and earnings positive company - if they ever release their numbers. So pick your poison. ;)