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UltraLong  

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  • UltraLong
    Interesting article about John Fredriksen, Frontline (FRO) and Seadrill (SDRL): http://wapo.st/SO337g
    9/24/12
    Reply (1)
    • DAG Investments: looks like it was based on this more in-depth article in a industry mag. interesting guy. http://bit.ly/SgYou3
      9/24/12
      • UltraLong
        It sure feels good to be long in Western Digital (WDC) stock today! WDC was well positioned in the market already before Hitachi deal.
        3/7/11
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          • UltraLong
            My thoughts on Buffett's 2010 letter to BRK.A/BRK.B shareholders: http://bit.ly/fmu6Rv
            3/1/11
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              • UltraLong
                Added some BYD shares today (BYDDF.PK) as the price of those have been beate down and I still believe in BYD like Mr. Buffett does also.
                2/24/11
                Reply (1)
                • skipskip: good
                  10/26/13
                  • UltraLong
                    Bought Nokia and Microsoft. Both have been on my watch list anyway and now Nokia seems dirt cheap and MSFT benefits from NOK changes!
                    2/11/11
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                      • UltraLong
                        All-in on C-day. Established position in Cisco (CSCO). Added to China Mobile (CHL) and Chevron (CVX) positions. http://bit.ly/heubd9
                        1/4/11
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                          • UltraLong
                            My performance against MSCI All Country World index (ACWI) net dividends less usual ETF costs: http://bit.ly/fR4AfP
                            1/1/11
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                              • UltraLong
                                Added to my Vodafone (VOD) position. To me playing defensive is the name of the game for 2011.
                                12/30/10
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                                  • UltraLong
                                    Took a small position in Global X Lithium ETF (LIT). Lithium is one of THE resources in the "Green Race"..
                                    12/30/10
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                                      • UltraLong
                                        Established position on Western Digital (WDC). Attractively valued in face of fears of future of hard disk market vs. solid state disks.
                                        12/9/10
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                                          • UltraLong
                                            I think Intel (INTC) is a pretty good catch at P/E 10.3. A cash cow with huge moat!: http://bit.ly/d2IygQ
                                            10/18/10
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                                              • UltraLong
                                                Added some more gold and gold miners Newmont (NEM) and Barrick (ABX): http://bit.ly/c0QZwX
                                                9/15/10
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                                                  • UltraLong
                                                    Microsoft (MSFT) and Intel (INTC) look attractive. Never thought these would be available to a value player like me http://bit.ly/9oapy6
                                                    9/8/10
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                                                      • UltraLong
                                                        Dumped China Natural Gas (CHNG.PK) bought Chevron (CVX) instead: http://bit.ly/b3ldIJ/
                                                        9/1/10
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                                                          • UltraLong
                                                            The Rosen Law Firm today announced that a class action lawsuit has been filed on behalf of purchasers of China Natural Gas, Inc. (CHNG.PK)
                                                            9/1/10
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                                                              • UltraLong
                                                                My latest telecom sector picks: Vodafone (VOD) and China Mobile (CHL): http://bit.ly/9UfmPx
                                                                8/20/10
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                                                                  • UltraLong
                                                                    Doubled my bet on CHNG.PK. I do not see any good fundamental reason for the sell-off. http://bit.ly/aKNYUl
                                                                    8/20/10
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                                                                      • UltraLong
                                                                        I have to agree with Oracle of Omaha on the JNJ. After May it has been a good buy: http://bit.ly/aXjgqP
                                                                        8/17/10
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                                                                          • UltraLong
                                                                            Finnish parliament gives OK to 2 more nuclear reactors built by JVs. FOJCF.PK and EONGY.PK among owners of JVs. http://seekingalpha.com/p/1pbv
                                                                            7/1/10
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                                                                              • UltraLong
                                                                                China Natural gas (CHNG.PK) is a screaming buy in my opinion. Blog post: http://bit.ly/dpnTUB
                                                                                6/24/10
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