Peter Lynch once said that sometimes the best stock to buy is the one you already have. That’s certainly what it looks like for me. Over the last few months, my portfolio along with the entire sectors I’ve been investing in have taken a beating. Nearly everything in it is really undervalued [...]

Over the past six months, I’m not the only one who has seen the value of my investments plummet. After a 6 year bull run, the stock market was over-valued to begin with. On top of that, the housing bubble popped, poor sub-prime loan decisions have come back to haunt lenders, the national [...]

It hasn’t even been that long since the last time the sky fell, and once again the market is taking some dips. Over the past five days, with the S&P 500 down by 3.4%, the Nasdaq down by 6.2% and the Xinhua China 25 Index down by 11.4%, several of my holdings have taken [...]

Here’s the mid-2007 update for my portfolio. All the quotes are from the close of June 1, 2007. As usual, I’m not posting my IRA investments.

After today’s Q4 2005 Earnings Conference Call, Shanda 盛大’s stock shedded nearly a quarter of its value. The amazing thing is, there really weren’t any surprises in the conference call. Sure, there were some one time expenses related to acquisitions, but nothing to justify this. I had been planning on investing in [...]

I’m still waiting on a bonus I expected at work, so I haven’t been able to do as much investing as I had planned. I have been able to set aside enough to make a purchase, though. I picked up 130 more shares of Shanda (盛大).
Earlier I said I’d had my eye on [...]

I’ve saved up enough money that it’s time to choose another investment. A couple of months ago, I did an analysis on Baidu. At the time, I found the investment very attractive, but I didn’t have enough money to make any investments at the time. A few days ago, I seriously considered [...]