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CP Fund 2Q13
By Clueless Punter  •  June 22, 2013
Portfolio Activity
1. Sold all ChinaMinzhong at 1.03 in May. I noticed the volatile swinging in this counter and decided to take some money off the table while still profitable. My reason is that it is still possible to catch CMZ on  its next downswing at the same or even better entry price than my original one. It made sense to free up some funds while the market had begun to slide, and many counters(some that I favor more than CMZ) were approaching 1-yr lows.

2. Sold Tee Land at 0.57 in June, on the second day of its trading. Managed to obtain some lots at 0.54 via private placement, this was purely speculative.

3. Sold all Valuetronics at 0.20 in June. I decided to cut loss as this stock was not going anywhere. Liquidity is bad, dividends had been cut, and especially when everyone is ......
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By Clueless Punter
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