Glad to see PTR is doing good in Hong Kong. Regarding my recent recommendation on TTM and PTNR, they are typically long term investment candidates. If I pick up short term ones such as PTR, it may go up in next days, but it will be volitale anyway. As I still think CEO is better than PTR in terms of long term investment potential, therefore I don't put PTR in my pick list. I usually put one stock I think might be the best in their small sector in my pick list. For example, I pick RIO, so I don't add BHP, but it does not mean BHP is bad; I pick ARA but not VCP for the same reason, and we can see ARA is better than VCP in the past months.
I have already updated my spreadsheets for a more clear view against S&P 500 in the same period. I hope you pay more attention to my picks and research on them. I would response generally better than stocks that I don't cover as I know these stocks better.
http://spreadsheets.google.com/pub?key=pBEpQGqpmvIg-8DjD4quaQw
Please also let me know individually (without going to group message) of your interested stocks for long term holding, I'll investigate and comment on them and select among them to add to my picks.
Subscribe to:
Post Comments (Atom)
5 comments:
Lao Sheng,
Why I cannot get access to your file? Is there any restriction on this? Thanks.
Lao Shen, could you please give me your permit to access your spreadsheet? I ready your market comment everyday. I like it. Thank you for your great job.
changed :)
Lao Shen,
I also followed your blog daily. Could you please give me your permit to access your shpreadsheet? Many thanks.
Lao Shen,
The link to Google doc is cut off. Could you post it again?
Post a Comment