Comments on: Portfolio Update December 2009

By: Jae Jun

Jae Jun — Wed, 13 Jan 2010 04:38:39 +0000

Thanks Susan.

I’m not very familiar with valuing energy trusts but from the looks of things, it looks like an opportunity.

By: Susan

Susan — Wed, 13 Jan 2010 00:32:30 +0000

Hi Jae, congratulations! What do you think about ENT?

By: Jae Jun

Jae Jun — Tue, 12 Jan 2010 05:36:23 +0000

stocki711,
Hey thanks a lot.
I was just real lucky to find KTII. Awesome management, great boring consistent niche leader. Perfect recipe to be bought out. Sadly I didn’t see it at the finish line as I sold out a little early and couldn’t buy back in. BOLT is pretty rock solid as well so I think I got in at a real good time.

As for financial stocks, it’s not that I hate them, I just don’t know how to value them properly and with so many stock ideas I have already, just could never find the time to learn.
If you could write something up, that would be bloody fantastic!

By: stocki711

stocki711 — Tue, 12 Jan 2010 05:21:29 +0000

Congrats on the year. I also wanted to say congrats on KTII great call on the fair value. I am happy I looked into BOLT more, I’ve been happy with DCU/EVI as I’m sure you are and I would only suggest IBCA. I know you mentioned you hate financial stocks but I can try to walk you through what I know to the best of my ability. Your spreadsheets are awesome and I’m going to look into google spreadsheets, seems like a much better option.

By: 4cinvestor

4cinvestor — Mon, 11 Jan 2010 06:41:13 +0000

Hi Jae,

Thanks for your view.

Cheers,

By: Jae Jun

Jae Jun — Sun, 10 Jan 2010 08:13:42 +0000

@4cinvestor,

My DISK position is only $98 at the moment so I haven’t bothered following it at all. But if I think about the economics of the company, it’s going to be real tough. After all, the assets dont’ cost anything to maintain but most of it is still intangible.

DISK will probably stay in my portfolio until it either recovers or goes bankrupt.

By: 4cinvestor

4cinvestor — Sat, 09 Jan 2010 20:50:48 +0000

Hi Jae,

Thank you for sharing with your results. Have you given up DISK yet? What is your thoughts on JH Partner’s 90% possible dilution if it goes through? Can JH partner turn around DISK? What would be the attractive price for the cigarette butt situation?

Thanks,

Josh

By: Jae Jun

Jae Jun — Sat, 09 Jan 2010 18:52:54 +0000

Hey Ken,

Im real glad that you took advantage of the good stuff.
I think I’m in some sort of a rut the past few weeks when it comes to finding ideas. I just don’t seem to be able to see something I like.

By: Ken

Ken — Sat, 09 Jan 2010 18:14:14 +0000

Congrats! Great performance. Thanks for the information on the site. I have done really well with VVTV and ROIAK, thanks for pointing them out. I never had faith in the the GGP idea, but obviously missed out, oh well . Hard to complain about missing opportunities with the all the good ones I have been able to take advantage off.
Ken´s last blog ..ITEX 2009 Annual Shareholder Meeting Notes

By: Jae Jun

Jae Jun — Fri, 08 Jan 2010 18:13:12 +0000

Thanks Sivaram

@ Tyler,
Check out the post I wrote for the investment tracking spreadsheet.