Wednesday, December 14, 2011

Trading notes Dec. 14, 2011

Added to my Mosaic (MOS) shares in today's dip. Bought in at $47.10. Averaging down.

On the radar:

Borg Warner (BWA) - Another add here, since the stock, like almost everything, has taken a hit recently.

Thursday, December 8, 2011

My Portfolio, Dec. 8, 2011

Here's a look at my holdings as of Thursday. (You can right-click and view the image if there's a sizing problem).




It's been a while since I've updated this. Recent adds include my positions in timber trust Rayonier (RYN), auto parts maker BorgWarner (BWA), Corning glassworks (GLW), as well as additions to oilwell services company National Oilwell Varco (NOV).

Hard hits keep coming lately on stem-cell therapy developer Cytori Therapeutics (CYTX). This was not long ago a $9 stock. Now at $2.31.
But this is my speculative stock -- no profits yet, lots in development -- so I won't be looking to unload anytime soon. (Although I should have parted with some when it was up between $8 and $9.)
I may add a bit more if prices do not recover.
The question is, with this thing falling so sharply, where to buy?

Boston Beer (SAM), meanwhile, has been brewing up nice gains. So much so, that it made itself quickly back out of my comfort range for additions. I'll consider adding on a pullback.

For that matter, I'll consider adding just about anything on here on a dip.

Starbucks (SBUX) newly on my radar.