Since I have built up a decent following, I thought it would be a useful exercise to quickly sum up, what I have written and how the investment has fared! If you look at my actually blog 1percentblog.com I state a few additional names that are European and not State-Side
Nokia, Write up here
Recommended buying @ EUR 3 (July 3rd). Have begun closing the D&S thesis @ 4.20 giving a 37% return in only two months. Huzzah (Paid 3% for protective puts)
Potash players. Potash cartel shatters profitability
Recommended shorting K+S at EUR 22 and POTash Corp at $30 on July the 30th.
Closed both trades out and went long K+S on August 8th at a price of EUR17.40 and POTash at $30.10, making 18% in K+S and a small loss in Potash. I closed out my long K+S a few days later at EUR18.30 making an additional 5% in a few days.
I recommended buying Dialog Semiconductor on June 18th at a price of EUR11.50. The stock dropped all the way down to EUR9 before rebounding to the current price of EUR15 where I intend to hold until the end of this week giving a 30.5% return thus far.
I recommended Infineon on June 5th at $8.50 and the stock now trades at $9.50 where I would advise closing it on concerns that the new fab ramp up may eat into EBIT near term. Total return 17%.
In May I wrote that Tesla investors should sell at $110 in order to get back in at lower levels ($75-$80) as the short squeeze wore off. The stock dipped as low as $85 after my call before continuing it's relentless drive onwards. The stock traded for a while as high as $106 and so i will limit this position to a small profit despite potential for a larger one if you were more trigger happy!
So a recap
Followed me on...
...Nokia, you made 37%
...K+S you made 23%
...Dialog you made 30.5%
...Infineon, you made 17%
...Tesla, you made 3.5%
...Potash Corp, you lost 0.5%
Hope you all find this useful!