Portfolio management: trade to lower cost

Reading Time: 2 minutes Buy and hold, long term investing? I hold CROX from $75 to $20, hoping for a rebounce. It never came. Sometimes we got to trade stocks to take advantage of price volatility (up and downs). I was successful on this aspect from time to time, especially since the stock rally started this March. I made… Continue reading Portfolio management: trade to lower cost

Portfolio management lessons: don’t sell all at once

Reading Time: 2 minutes Was talking to this to a close friend yesterday. My rationale of “not selling all at once” is because: it’s usually happens a stock (or something else) will go up in price after a person sells it. Very simple. Appearently that’s what happened to some Tongkang Zijin shareholders in recent years (FT article “Woes after… Continue reading Portfolio management lessons: don’t sell all at once

Huntsman Corp

Reading Time: < 1 minute Huntsman corp (NYSE:HUN) is a specialty chemical maker in the US, with operations all over the world. It was founded by Jon M. Huntsman in 1970. Huntsman settles lawsuit with Apollo and banks June 25 2009, SEC filing 8-K regarding settlement with banks. Dec 15 2008, SEC filing 8-K regarding settlement with Apollo Group. Matlin… Continue reading Huntsman Corp

WealthTrack

Reading Time: < 1 minute I found this program when doing research for Huntsman (NYSE:HUN). I found value investor Jean Marie Eveillard has a little of Huntsman stocks at gurufocus. Noticed there are some video clips for Jean Eveillard in this gurufocus web page, including one from YouTube. So I looked around and found this program. WealthTrack Podcast Here is… Continue reading WealthTrack

NRG Energy: a better way to play Buffett?

Reading Time: 2 minutes When I say “play Buffett” I meant people who follows Buffett investing strategy, more specifically people who buy and hold his company Berkshire Hathaway (NYSE: BRK.A, BRK.B) stock. This is not easy as Buffett’s strategy is not clear cut, and his company stock is mostly overpriced in recent years (because of his fame), not to… Continue reading NRG Energy: a better way to play Buffett?

Eaton Corporation

Reading Time: < 1 minute Eaton Corporation (Wiki entry; NYSE: ETN) Secondary offering April 2008 (24x7wallst). They offered 17.5 millions of shares at $84, and the proceedings is about $1.43 billion. Business Overview (diversified manufacturing) Electricity power equipment; truck powertrain & fuel systems; aerospace fuel and hydraulics systems

Stock misconception: listen to experts (II)

Reading Time: < 1 minute It is reported that Pequot Capital will go out of business in next few months (from CNBC). Pequot was headed by Art Samberg (one of the Barrons Rountable 2008 expert), who would have dismal performance if he followed his Barrons Roundtable pick. Quote his best and worst picks (loss > 80%): Company Ticker 1/4/08 12/31/08… Continue reading Stock misconception: listen to experts (II)

US Bancorp share looks cheap

Reading Time: < 1 minute (Update) According to Dow Jones News, USB sold 139 million shares at $18 per share. See the news at WSJ. (Original) When I say cheap, I meant in relative terms. My benchmark: Buffett endorsed 2 banks in Berkshire annual shareholder meeting: US Bank (NYSE: USB) and Wells Fargo (NYSE: WFC). Many people did not know… Continue reading US Bancorp share looks cheap

Stock misconception: listen to experts

Reading Time: < 1 minute A guranteed way to lose money: listen to so-called experts. Barrons is a pretty reputable magazine in investment community. I read them, but I don’t listen to them. Here is an example: the reporting card of Barrons Roundtable 2008. Every year (Jan) Barrons will assembly a group of experts, from famous money managers to analysts… Continue reading Stock misconception: listen to experts