While most the companies in the Toshuo Portfolio have what I consider to be excellent business prospects, things have deteriorated for three companies– Panacos Pharmaceuticals, Flamel Technologies, and Panera Bread.

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

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 [...]

The limit order I made last night filled after I went to bed and I’ve sold half my shares of Ctrip.

Symbol
Shares
Sale Price
Sale Value
Purchase Date
Cost
$ Gain
% Gain

CTRP
100
56
5,590
05/01/2006
2,279
3311
145.3

My reason for this isn’t due to any sort of material change in Ctrips business. I’m still convinced that it’s a wonderful company; it’s a top [...]

I sold my Chipotle stock. I’m still convinced that it’s a great company that makes healthy, tasty food, and it’s going to be growing rapidly. Next time I go back to Colorado, I’ll be eating Chipotle burritos with habenero sauce and loving it.
Unfortunately, the stock’s getting a bit too much love at the [...]

Thus far, the Toshuo Portfolio has been smashing the market. I have to admit that the I feel some small pride not having sold anything I’ve bought since starting this investment project early in 2005. Rather than camping out in front of a stock-ticker screen to watch my investments twenty-four hours a day, [...]