Comments on: Portfolio Update Sep 2009

By: Jae Jun

Jae Jun — Thu, 08 Oct 2009 17:26:41 +0000

@MG
You mean just in general?
Nothing new with MHH. The unexpected rise in unemployment hasn’t really changed the game on MHH. They should still be surviving and going about their business as usual.

By: Jae Jun

Jae Jun — Thu, 08 Oct 2009 17:23:49 +0000

@valueplay
Welcome. We’ve got a bright community with plenty of ideas feeding eachother.
My current holdings you can view off covestor. I just don’t list it here or inform everyone every single move I make.
If you know where I’m at, I’ve made it easy to see but otherwise, I won’t publicly announce everything.
http://www.covestor.com/mbr/jjun0366

By: MG

MG — Thu, 08 Oct 2009 17:15:13 +0000

Any comments on MHH?

By: valueplay

valueplay — Thu, 08 Oct 2009 15:51:35 +0000

New to your site….like what i see. Do you have a breakdown of current holdings available and do you post moves as you make them or just at the end of the month as an update.
thanks

By: Jae Jun

Jae Jun — Tue, 06 Oct 2009 05:20:25 +0000

@ Mark

I think your prediction made ROIAK the top mover today
I wouldn’t mind more of that.

By: Jae Jun

Jae Jun — Tue, 06 Oct 2009 04:55:08 +0000

@ Jason,

Thanks.

I actually sold IGOI today. I don’t think it’s worth more than $1.50 and I believe Todd may be a little too late for the game.
IGOI has to get some real good numbers and show a turnaround for the price to move from current levels I believe.

Even with net net’s I usually start with 4-5% if possible and build my way up to 10% depending on how I see the potential of the investment.

With my 3 radio stocks, I put a total of 10% for the 3 stocks. I couldn’t make up my mind but I knew all of them were cheap so I plunked down 10%. It’s grown over 20% now but I’m perfectly fine with that.

MHH I bought about 5% then increased it to 7% and it’s gone up to about 12-14%.

So yes, my major picks are more concentrated. VVTV alone still makes up 20%.

By: Mark

Mark — Tue, 06 Oct 2009 04:24:35 +0000

I’d actually maybe go with Jae’s price target over that resistance on SALM. Jae is really good at this stuff. Jae just gets better and better at seeing the same things deep value money managers are seeing.
Mark´s last blog ..Follow Up On Stock List

By: Mark

Mark — Tue, 06 Oct 2009 04:10:03 +0000

@ Vince

my magic 8 ball is working pretty well I guess. ; ) I’m not that great. SALM popped 12% today so i could end up being wrong that it will be hard for it to break over 3.50.
Mark´s last blog ..Follow Up On Stock List

By: Vince P

Vince P — Mon, 05 Oct 2009 17:14:28 +0000

Check out ROIAK today, Mark I’m impressed your prediction happened so quickly haha.

By: Jae Jun

Jae Jun — Mon, 05 Oct 2009 16:47:21 +0000

Only reason for not taking gains is because I know it’s still too cheap to sell. Not worried by fluctuations. Prefer to sell when it reaches my intrinsic value rather than sell out early.