This author is an independent investor who focuses on companies with clear revenue 3 to 10 years into the future. A call to buy or sell is made when catalysts support fundamentals are being realized. His first rule comes from Warren Buffet: Do not lose money. Current Performance: 61% Accuracy... More
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January 2013 Performance 0 comments
A strategy for 2013 was posted here. Readers recognize that some of the small positional picks are not conservative ones. The approach will be the same as in the past: start a small position, and add to them as actual fundamentals get closer to the originally viewed outlook.
In other investments, the gaming sector is not the place to be right now, but things could improve as consumers realize that console gaming will tailor only to the big-hit titles. Console refresh will bring some interest back into this sector.
1. Updown - Up 9.7%
Microsoft (MSFT) dropped below $30 but the portfolio performed well with Liberty Media (LINTA). Microsoft shares were acquired at a lower cost in 2010.
(click to enlarge)
2. Simitrade - Up 1723% (down 259% in 3 Months)
Simitrade is a great way to track stock ideas - long or short. In the last month, the big increase in stocks meant exiting short-positions. Best to let the market ride up, and to minimize losses on the short-side. Losses in solar were extensive.
(click to enlarge)
3. Kapitall.com - Up 33% from Inception
A strategy document was posted here: http://seekingalpha.com/article/1109951-setting-an-investment-strategy-for-2013-with-these-ideas . The site is a good way to interact with other investors and to share entire portfolios.
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$BBRY is #2 in Canada, beats $GOOG Android http://bit.ly/17hjOVV
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Why $GOOG >>> $FB: 1) Animated GIFs, 2) Bold, Underline,strikethrough, 3) Can connect 1:Random vs friend:friend... refresh beats up $FB
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$MSFT WP8 overtakes $BBRY http://bit.ly/13oDCPm -- Need Q10 sales growth. Now. $NOK
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