Along with the three companies to sell, pointed out yesterday, I’ve dug up three new companies worthy of a place in the Toshuo Portfolio: Henan Zhongpin, Famous Dave’s and Exelixis.

Suntech shares have become compelling enough that I’ve decided to sell my United Fire&Casualty position. When I have more time, I’ll update this post with why.
03/03/2008 Sold 50 UFCS @ 34.6006
03/03/2008 Bought 47 STP @ 36.9

Recently, the market has been hammered as a whole. Unsurprisingly, small caps, Chinese tech stocks and many of the more volatile sectors have been punished to an even greater degree. Today, I made two additions to the Toshuo Portfolio.

As I said a week and a half ago, Loop.net has been on a roll, and its stockprice hasn’t. At that time, I decided to buy more if the price went under 16. Today, I noticed it at under 15, so I did a quick check to verify that it isn’t due to [...]

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 [...]

It looks like some fairly minor news has the analysts spooked about Buffalo Wings (BWLD), and the share prices have dropped by over 25% today.
NEW YORK (Associated Press) - Analysts said Wednesday that higher commodity costs are weighing on Buffalo Wild Wings Inc., after the restaurant operator’s third-quarter profit missed Wall Street expectations.
Buffalo [...]

I wasn’t joking yesterday when I wrote that Taiwan fabless semiconductor company Silicon Motion Technology Corp. was on my watch list. I’ve had my eye on the company for a while, and as of this writing, it’s taken a fortuitous 5% plunge today. What can I say? The price was right.
The Business
Silicon [...]

It’s not a tuuummor! Not after China Medical (NASDAQ:CMED) is done with it, that is!
Beijing-based China Medical Technologies (中国医疗技术公司) is the premier medical device company in China. Their business generates the most money from their ultrasound tumor therapy system and their in-vitro diagnostic business, though they have a wide variety of product lines. [...]

FLML’s price has taken a nose-dive recently. There are some valid reasons, though.
Their only profit generating drug is Coreg CR, a heart failure compound marketed by GlaxoSmithKline. Unfortunately for Flamel, Glaxo has been in some serious trouble over its Avandia medication, causing them to divert salespeople who should have been selling Coreg CR [...]

I’ve made two more purchases- Loop.net, which is kind of like an “eBay of real estate”, and more shares of Buffalo Wings. Both purchases were due to the stock prices falling below limits I had set last week.
08/03/2007 15:29:53 Bought 100 LOOP @ 19
08/06/2007 10:18:00 Bought 50 BWLD [...]