Tuesday, February 28, 2006


February Results

Sawasdee ka :) Since it's 5 in the morning and I can't fall back asleep, why not update the blog? February turned out to be another decent month for my portfolio, which gained $18,823 (2.9 percent), outperforming the S&P 500, NASDAQ, and Russell 2000. I've outperformed the S&P 500 18 out of the last 19 months.

There haven't been too many noteworthy trades in my portfolio, though APN surged about 70 percent over the past 5 trading days (my limit order to sell half my position was filled this morning at $2.19). I also started new positions in SPPI and CBTE.

p.s. When I return to the United States, I think I'm going to launch a personal crusade to replace the unhygenic handshake with the much more graceful Thai wai (that Ronald is doing) and/or the Japanese bow.

hehe I never liked the handshake either. I wonder how people who shake hundreds of hands cope with it.
Good point on handshakes.

I still like APN for some more upside, but then I'm guessing you do too since you only sold half.

I've been looking a little closer at Marsh lately, especially whenever there is a pullback on the price. I'm a little hesitant to pull the trigger on buying any at this point, however. If it dips down below $8... well, that's too attractive to pass up.

Trying to think of any other stocks where we overlap...oh yeah. MNDO. Nice run-up from the mid-$2's. Where do you see this going? I think I'm going to bail if it gets in the $4s, and definitely close to $5. Of course, that may be when my grandchildren (of which I have none right now) are in college....

Enjoy the trip, and just interested in your thoughts on those stocks.
hello there,
I was referred to this site by my buddy. I was wondering what are the parameters that you use to analyze a stock? Do you use a certain stock screener? Please let me know
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