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Real-Money Stock Picks / Orange Portfolio
|Subject: Re: To former GG members...||Date: 4/26/2013 1:05 PM|
|Author: TMFTypeoh||Number: 116 of 132|
My favorite is FRCOY. Excellent company and the stock is nearing 3-bagger territory for me. It's one of the top 5 holdings in my growth portfolio. I plan to keep it for a long time.
I'm sad to say that I let my FRCOY shares go at much lower prices. Yes, I'm kicking myself for that decision.
I've still got YONG, CGA and (gulp) CMFO. I'm waiting to see what happens with YONG (as if I have a choice), and I'll sell CMFO when I need to offset some gains in other names. CGA i'll hold for a while, and will sell at some point down the road.
VET (formerly VEMTF) is a fantastic company, and I plan to hold for a long, long time.
I also have COSWF, which I'm looking to sell at a higher price.
BLX is still a holding, and I am comforted that MDP continues to hold it. It gives me access to a analysts opinion, though since they are divesting the asset management division it will be easier to follow. My theory is watch the dividend and net income (how original of me). Long term, I like latan american trade prospects, so they should prosper.
I sold off my ITRN completely...I just lost interest in the company, and didn't want to follow it.
Does anyone still hold CBI? I sold mine in the low 30's....another mistake. That stocks been on fire recently.
SA/RB Welcome Fool
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