Cinders and Ashes! | Home | Stock Du Jour (HOKU) & Random Observations

June 22, 2007


15 Ideas Portfolio Update (3)

The 15 Ideas Portfolio has been backsliding this past month … a lot of the deep value stocks I picked are Financials / Regional Banks, which have been suffering of late.

15 ideas

Related:
15 Ideas Portfolio screenshot, May 22, 2007
15 Ideas Portfolio screenshot, April 21, 2007
15 Ideas Portfolio screenshot, March 22, 2007

5 Responses to “15 Ideas Portfolio Update (3)”

  1. Eyal said:

    Regional banks you picked are via the RKH? The monthly chart doesn’t look deeply discounted but they are underperforming the S&P by about 10% over the past year or so.

  2. Bob said:

    CM:

    I bought some of these at support on dailys or 60 min and did OK. Out of all for a while now. Not your intention but it worked for me.

    Did you ever dig into the ISE paid service and get anything worthwhile out of it?

    Thanks
    Bob

  3. C. Maoxian said:

    Bob: I never did follow up on the ISE custom sentiment data, but maybe one day I’ll get around to it (probably by 2009).

  4. daytraitor said:

    so did you reveal the tickers on a previous post or is this chart just to show how dope a trader you are?

  5. C. Maoxian said:

    daytraitor: These were 15 long-term investing ideas, not trading ideas. I left the tickers off so that only the original donors know what’s what.

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