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I'm SORRY, I've been neglecting you



July 02, 2010 – Comments (8)

Butt I just opened an RIA and am going to see the Scorpians tonight, so, I ignore again, I'm so sorry.  Of note, my May picks are doing pretty well.  I have a raft more to buy sometime this summer once this dip is done.  I suggest making a wish list, because some wishes come true.

8 Comments – Post Your Own

#1) On July 02, 2010 at 7:25 PM, soycapital (< 20) wrote:

My wish is HI under 20.

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#2) On July 02, 2010 at 7:59 PM, HarryCaraysGhost (81.07) wrote:

Scorpions - Official Site

Have a good time.

My wish list would consist of... WTF is going on in China?

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#3) On July 02, 2010 at 8:02 PM, soycapital (< 20) wrote:

I'm 57 and I am never going to invest in an individual stock in China for the rest of my life.

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#4) On July 02, 2010 at 8:47 PM, HarryCaraysGhost (81.07) wrote:


That's probably an excellent decision!

I made a bet on three chinese stocks a couple of months ago, and am losing big time. (Nep,Heat, CCME)

Never again.

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#5) On July 02, 2010 at 10:59 PM, AltData (31.80) wrote:

One reason to think twice about China;

Jeffery Immelt

Now if the Scorpions would do a tour in China...

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#6) On July 23, 2010 at 10:31 PM, kirkydu (90.23) wrote:

Looking in.  The China comments are interesting.  I'll do a post on that soon.  In short, a lot of China is on my wish list.  CAGC and APWR are in my portfolio as of a few weeks ago.   With China the trick I use is to apply the same 30-50% discount approach then double it.  In other words, a Chinese company I think is worth $50 in 3-5 years, I'd pay up to $20 for it, not more, and prefer $15.  That's what I got CAGC for.  I think it is worth about $50 a few years out, but got it in the teens.  I need a big margin of safety for China stocks, but the growth is there.  Also, the volatility is there, so you can wait for a price.

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#7) On July 24, 2010 at 8:41 AM, soycapital (< 20) wrote:

CAGC and APWR are in my portfolio as of a few weeks ago.

Hope you checked out their auditing firms really good!! I ended up with two companies that cooked their books and the stock prices dropped out of sight. So I bought a chunk of a mutual fund that is doing well.

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#8) On September 30, 2010 at 3:28 PM, kirkydu (90.23) wrote:

Hi Soy, just checking in.  I good SE Asia fund is a great idea.  Matthews is always a good option, as is Franklin Templeton.  I'm trained at spotting frauds, as I really stepped in it with Dynergy years ago.  While I don't suppose to be able to always catch the Chinese, I du diversify and apply a huge margin of safety.  For a moderate portfolio, a fund is a great idea.  My account, and some of my clients, can take the bigger risk of having one or two eat the calendar or bottom line a bit, so long as we are right about 2/3 of the time- which we have been.

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