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| quote: | Originally posted by Krypton
Did you get EXM from me?? |
I don't remember if I got it from you or if your comments reinforced. I think you'd mentioned DSX and how much you like the shipping sector and upon further investigation, it seemed like a good sector given the ties to energy and basic materials.
I do remember pointing at your analysis when she was considering selling because it had moved down slightly after she bought and being new to trading, losing money isn't really pleasant. Either way, thanks. If you're in NYC, she'll buy you dinner. 
I'm holding NM from the same sector, which is up 30% since I bought it after a trip down to 9.xx after I bought in. I also looked at DSX for awhile and still might get some, it's just tough to pull together the money all the time and I like to buy at least $1K at a time. Otherwise what's making 10% if 20+% of your return is going to commissions? I had a few grand laying around, plus just put more than 1/2 of my refund into my trading account, so we both decided to step into the water. It seems like a good time since the market seems to be recovering. Plus both of us have office jobs where we can babysit if need be.
Currently holding NM, MRK, CXO, and OESX. I screwed up with V and sold after getting it at $60 and selling when it stagnated at $66. 10% wasn't bad, but now, I'm kicking myself. I just don't get how there are 4x as many shares outstanding compared with MA, yet it was trading at a premium to MA. To be fair, MA has shot up since then, too and one still can't complain with 10%, plus it was monopolizing my portfolio.
She's got EXM, ACI, MOS, MRK, SGP, DAR, & JDSU. I know nothing about the latter two and she located those on her own.
She also had ATN from $32 to $42 and sold right before earnings after I pointed out that they'd missed 2 quarters in a row and had that weird SEC filing that they rescinded which discouraged me going into earnings. They were thinking of diluting by giving another public offering, which I see today that they decided to do and sunk the share value after hours.
So far she's been doing great and is probably up 15-20% in 1.5 months in the market, even though she missed most of Mosaic's huge gains. She got SGP and MRK right after the Vytorin fallout and SGP is up about 35% since, plus the EXM. I wish I could say the same, but I'm only up a few percent. I'm still pleased with what I've got, although OESX's CEO shoots shareholders in the foot on the conference calls. Thank god I wasn't in at the IPO of $19.
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