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failed DT on fmd 3 months ago is showing big profit today
(2009-04-06 13:20:46)
currentprice:2.09
cost:1.51
return:38%(2.09/1.51=1.38)
AsIsaidbefore,IDTonmargin,ifitisgood,Imakemoney,ifitfailed,Ikeepthestock,thekeyisrelativemarginpositionandyouknowthethingyoubuyisworthmuchmorethanthepriceyoupaid.Ihavebeenaveragingdownonfmdaggressively.Seethetwopreviouspostslistedbelow:
2009-01-16:
http://web.wenxuecity.com/BBSView.php?SubID=tzlc&MsgID=138659
gotM...[閱讀全文]
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Clueless, I provided my reasons to buy muni bond insurers
(2009-04-03 13:36:29)
aroundJulyoflastyear,duringthattime,Imade10timespaperprofitonabk,5timespaperprofitonmbi,thenfinancialpanicofLehbankruptcywipedoutalmostallofmypaperprofit.Butstill,nowmysharesofabkandmbiareallfree,theyarecomingfromtradingprofit.
Ibuybondinsurersbecauseofitsuniquebusinessmodel,becauseofitspersistentinsidertransaction,becauseoffinancialpanic,finally,guruslikeWarrenBuffett,Whitemanlikesmunibondi...[閱讀全文]
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兩岸猿聲嘀不住，輕舟已過萬重山
(2009-04-03 00:33:50)
Marketisupsofast,only6monthsfromlastOct,whatadifferenceitmade!!!Idonothaveanymarginpositionsnow,feelsgood,noneedtoguessitwillbeupordowntomorrow.Justholdit,recessionmayendthisyear,nextyearornext,nextone.haha,Idonotcare.Ihavecollectedenoughsharesthroughoutthedownturn,timetoreapsomeprofit,Iwilllightenupvery,veryslowly,payoffallmydebtwithcomingprofit,holdtherestbecausecashistheworstassetclassinaninf...[閱讀全文]
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My MBI\'s cost is positive now, they are pure profit, just like
(2009-04-01 13:04:44)
Boughtmorembiyesterdayat4.25onmarginagain,outtodayatopenat4.58.Socool!PlusIgotsomedividendsfromakfandxl,feelsgood.Hopeagoandfmdwillbebackabovewatersoon.[閱讀全文]
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sold dndn at 4.17 (cost 2.94), sold mbi 4.6 (4.51)
(2009-03-25 11:42:19)
Iamjustreducingmargin,almostnomarginnow.Cool,Iwouldliketobemorenimble.[閱讀全文]
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back into mbi at 4.51, order set last night, hahaha!!!
(2009-03-23 11:38:15)
真是苦盡甘來！Icontinuedtocollectsharesforthepastcoupleofmonth\'sdarkage,everypennyfrommypaycheck.原則是要堅持的，手法可以更靈活一些。
2008setmefree,hope2009bringmemoney![閱讀全文]
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just sold mbi at 4.78 with a cost of 3.4, holding
(2009-03-19 10:44:30)
theremainingshares.Thislotwasboughton2/24(seemyblogon2/24/09),likeacenturyago.butitisactuallylessthanamonth.Isold1/4that2.5becauseofmargincall,soldtherest3/4todayat4.78.Profitmarginis23.8%foramonth.Iknowmyagosharesarestillwayunderwater.
Iamsellingmainlyforreducingmargin.Marginmakesinvestmentinasuperbearmarketmuch,muchharder.Verytired.ButIamproudtosaythatIamnotwipedoutbythissuperbear.Iamnearb...[閱讀全文]
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Just bought dndn at 2.94
(2009-03-12 08:51:47)
dndnisscheduledtoreleaseitsinterimdatabeforeApril,Ithinknowstockmarkethasverylowappetiteforrisk,besttimeforriskyinvestment,itisabinaryeventforbiotech,asalways.Butat2.9level,thereisnotmuchdownsideanymore,plentyofupside.
DNDNcanbeasmallrevolutionjustlikeDNA,anewtechagainstcancer.Fromitsworkingtheory,itcanbeusedagainstmultiplecancerjustlikeDNA\'stech.
Bytheway,anewFDAheadiscoming.
agoodin...[閱讀全文]
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lots of insider buys for the past couple of days
(2009-03-10 01:15:50)
Checkout,c,wfc,mbi,ago,fr....Itisveryinteresting.Iammoreconfidentnow.Iamreadytobeunderwaterforyears.Iwouldliketobuyatthislevel.Iespeciallylikembi\'scase,millionsandmillionsofshareswereboughtbyinsiders.[閱讀全文]
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Seth Klarman notes from Security Analysis 6th ed -- BenGrahamM
(2009-03-02 12:23:27)
Ifyouinvestinstocks,youneedtoreadstockinvestmentbooks,justlikeyouneedtolearnoperatingsystemifyouwanttobeacomputerengineer.Thefollowingpointsshouldbeyournaturalinstinctasaninvestorjustlikethethoughtofspacetimecomplexityissueforacomputerengineer.
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IthoughtthesequotesfromSecurityAnalysisSixthEditionHardcovermightbefoodforthought.
BenjaminGraham...[閱讀全文]
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