June 30, 2010 was a good moment to start a new portfolio, so I constructed the China Investor King portfolio containing 10 stocks which I believe had a nice entry level because of the recent sell-off.
"BUY AT THE END OF JUNE AND YOU HAVE ENOUGH ROOM"
by Dutch Trader
Update October 18, 2010
Sold Coffee Holding (JVA) at $4.00 with a loss of 20.79% and bought NIV IntelliMedia Technology (NIV) at $2.77.
CHINA INVESTOR KING PORTFOLIO
ENTRY DATE: JUNE 30, 2010
Entry prices are closing prices of JUNE 30
Company Ticker E-Price
Artificial Life ALIF 0,88 - can profit from the iPhone/Ipad market with new medical features
China Kangtai Cactus CKGT 1,32 - health benefits from Cactus
China Organic Agriculture CNOA 0,49 - turnaround play, trading agri food, looking for M/A
China MediaExpress CCME 8,77 - booming advertising
Coffee Holding JVA 5,05 - trading coffee markets, undervaluation peers
Lotus Pharmaceuticals LTUS 0,90 - cheap farmaceutical
Renhuang Pharmaceuticals CBP 2,09 - cheap farmaceutical
SkyPeople Fruit Juice SPU 5,05 - the new healthy beverage company from China
Universal Travel Group UTA 5,88 - Chinese also want to travel, valuation issue
Weikang Bio-Tech Group WKBT 3,10 - cheap farmaceutical
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About Me
- Dutch Trader
- This blog is made by "Dutch Trader" and is for information purpose only. All statements and expressions are the opinion of the owner and are not meant to be a solicitation or recommendation to buy, sell, or hold securities. I am a long term contrarian value investor and not a trader. My 3U philosophy: Unloved, Undervalued, Underowned. I studied Management, Economics and Law at the Fontys Business School in the Netherlands and my passion is Investing. During the Eighty Years' War the Dutch provinces became the most important trading centre of Northern Europe, Dutch ships hunted whales off Svalbard, traded spices in India and Indonesia (via the Dutch East India Company) and founded colonies in New Amsterdam (now New York), South Africa and the West Indies. Speculation in the tulip trade led to a first stock market crash in 1637, but the economic crisis was soon overcome. Due to these developments the 17th century has been dubbed the Golden Age of the Netherlands. The name "Dutch Trader" is a remembering of this period.
