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teomax

09/22/15 12:29 PM

#12918 RE: cartonet #12811

Similar story. I rode all those good stories, like RX from 1 buck to 10 (managed to sold on the top), NHC from 1 buck to 6, PTG from 14 cents to 60 (still have 30k shares) and in US PFHO from 1 to 60, only to sell most of it recently for 22.

Started to slowly add oil stocks during autumn, then added big time during the feb/march (like 80 percent oil/20 percent micros portfolio) then my portfolio went to all time high sometimes in April only to completely see it vaporized in June/August.F..k that.

Shoulda, woulda, coulda...I had a good feeling to sell everything back in May and take a one year holiday from whole stock trading/investing. I always get that feeling when my portfolio make significant all time high and I always regret it later soon for not doing so (just to simply follow 7 year bussines cycle, 2000, 2007, 2014-5).

Instead of it, quickly lost something like 30-35 percent during second oil dip as I didnt expect OPEC to heavily overproduced into current glut (invested in V recovery).
My current top three picks are SCRH, BRM and NHC (waiting to rebuy it lower) ...other interesting canadian companies could be EIL.V, CZO.V (if they managed to run their factory on full capacity...) and some other oil stocks too. But they are probably not going to be multi-baggers like SCRH and BRM could be and could go really bad if US enter recession.

The basis investing formula is really simply for me, buy undervalued growth stocks with possibility of more then over 40 percent EPS growth on YOY basis trading under PE 10 if possible and then watch the public to discover them and expand their PE multiples when its realized the EPS growth could be repeated year after year.

Anyway, I am not from Holland, but from Czech republic and I think we didnt speak to each other before...

PS. I already bought most of my SCRH hodlings before you, but didnt managed to bought as much as I wanted :-(