tmcal6 - 200% return ytd
I have done something that goes against everything I ever heard from any mutual fund or financial advisor. When I met Bobwins several years ago and he started this thread with Hweb on Raging Bull, it helped me get the confidence to fire my financial advisor at Merrill Lynch and go it alone. Nobody likes my money more than I do! Instead of being diversified, I concentrate on about 6-12 stocks at a time. Of those, one might be as much as 33% of my total $. My big hits right out of the gate were MDF, bought when it was $.30 and I sold all of it at $2.88, and TGA at a buck or so and out at $5. Another was NGS, private placement warrants at $3.50 sold at average of $24ish. I loaded up on DNO.OL, PAR.OL, SDRL.OL, and ARD and sold most of them to get into base metals almost a year ago. (Lost money on EOG and EPEX warrants, warrants are not good for me!) I also went "all in" on VPHM at $4.50ish and sold around $22. I jumped on zinc early and bet the farm on EZM, still holding all of the shares I got at an average of $1.24/shr, now LMC is 28% of my portfolio and I even margined a little to get more LIM.TO. Also BWRLF and HBM are nearing long term holds for me (over 1 year).
These are the stocks I currently hold or am thinking of buying soon. I do not own uranium yet and I think there are 5 on this list.
ARD BLE.TO CXX.V FNX.TO FRG.TO HBM.TO IUC.TO KMR.L LBE.V LIM.TO LMC PBG.TO RNO ROK.V STM.V SXR.TO TRGD.PK URZ YAR.OL
I also have ARSD.OB in case the Saudi mine is for real.
I am following sector trends and buying under known, under owned, cheap, producing companies with profits when possible. I hesitate buying story stocks big time. I feel I have much more pacients and can stand to sit through pull backs more than most people here. I do not panic when stocks sell off because I feel like I do enough reading and investigating to know when it is just normal profit taking vs. a company failing to execute.
This post will probably start a fire storm of what method is right or wrong. There are so many ways to do this and I don't ever critisize anyone for how they are going about trying to make money in the market. My way works for me and I am sticking with it until it doesn't.
Good Luck To All, However You Decide TO DO IT!
Kipp
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