The earning reporting season is almost over, I thought I look back at my buy reasons, to see if there are still valid. As for sell reasons, it could be target is exceeded or buy reasons no longer valid. Let's do this in a more relaxed star award style. Interviews with winners are my imagined conversations
Most Lucky Award
Winner:
1) The lucky switch from Golden Agri to China Merchant Pacific Holding
I sold Golden Agri at 55 cents. It is not because there is something I think is wrong with Golden Agri, but that I want my portfolio to be income generating and not so much for pure capital gains. Of course, I don't mind capital gain and income generation.
I would have been sitting on paper loss and missing out on China Merchant Pacific Holding gain and income.
China Merchant Pacific Holding buy reasons.
1) Sustainable 7% yield ...
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