Author Topic: Japanese Basket  (Read 6258 times)

mjohn707

  • Full Member
  • ***
  • Posts: 207
Re: Japanese Basket
« Reply #10 on: December 03, 2017, 08:47:51 PM »
John Henry vs the steam hammer I suppose.  You always do find a few of the weird ones manually though
Follow me on twitter https://twitter.com/mjohn707


mjohn707

  • Full Member
  • ***
  • Posts: 207
Re: Japanese Basket
« Reply #11 on: January 11, 2018, 07:49:38 AM »
Just to update this, I sold my shares of 7314:JP Odawara Auto-Machine for 950 yen, about a 50% return in a pretty short period of time.  I don't know what's going in in Japan, but the behavior of some of these investments seems way different that what I was used to seeing just a few years ago
Follow me on twitter https://twitter.com/mjohn707

mjohn707

  • Full Member
  • ***
  • Posts: 207
Re: Japanese Basket
« Reply #12 on: May 15, 2018, 11:37:37 AM »
To update, I sold my shares of 6346:JP Kikukawa Enterprise yesterday for 403 yen, about a 40% return on the purchase price 
Follow me on twitter https://twitter.com/mjohn707

Janeo

  • Newbie
  • *
  • Posts: 2
Re: Japanese Basket
« Reply #13 on: January 02, 2019, 04:44:40 AM »
Hi there. First time posting and thought Id give this topic a little bump given the amount of cheap stuff that surfaced/got cheaper due to the poor performance of the JP market over the past yr.

Heres sharing my holdings in hopes to draw out like-minded investors. ;D

2055.T NICHIWA SANGYO CO LTD
3426.T ATOM LIVIN TECH CO LTD
3892.T OKAYAMA PAPER INDUSTRIES CO
4624.T ISAMU PAINT CO LTD
5900.T DAIKEN CO LTD
5951.T DAINICHI CO LTD
5983.T IWABUCHI CORP
6466.T TOA VALVE ENGINEERING INC
6648.T KAWADEN CORP
6943.T NKK SWITCHES CO LTD
6964.T SANKO CO LTD
7399.T NANSIN CO LTD
7521.T MUSASHI CO LTD
7559.T GLOBAL FOOD CREATORS CO LTD
7877.T EIDAI KAKO CO LTD
7902.T SONOCOM CO LTD
8144.T DENKYOSHA CO LTD
9885.T CHARLE CO LTD

Spekulatius

  • Hero Member
  • *****
  • Posts: 2105
Re: Japanese Basket
« Reply #14 on: January 02, 2019, 06:23:45 AM »
Interesting list. I own 5965.T (Fujimak) and 9142.T ( Railroad/ real estate). The performance and moves of Japanese stock made very little sense to me, but there are a lot of cheap stocks out there. Overall I have done well over the years on contrarian buys of decent to good business.
« Last Edit: January 03, 2019, 03:53:36 AM by Spekulatius »
To be a realist, one has to believe in miracles.

mjohn707

  • Full Member
  • ***
  • Posts: 207
Re: Japanese Basket
« Reply #15 on: January 02, 2019, 08:28:14 PM »
Hi there. First time posting and thought Id give this topic a little bump given the amount of cheap stuff that surfaced/got cheaper due to the poor performance of the JP market over the past yr.

Heres sharing my holdings in hopes to draw out like-minded investors. ;D

2055.T NICHIWA SANGYO CO LTD
3426.T ATOM LIVIN TECH CO LTD
3892.T OKAYAMA PAPER INDUSTRIES CO
4624.T ISAMU PAINT CO LTD
5900.T DAIKEN CO LTD
5951.T DAINICHI CO LTD
5983.T IWABUCHI CORP
6466.T TOA VALVE ENGINEERING INC
6648.T KAWADEN CORP
6943.T NKK SWITCHES CO LTD
6964.T SANKO CO LTD
7399.T NANSIN CO LTD
7521.T MUSASHI CO LTD
7559.T GLOBAL FOOD CREATORS CO LTD
7877.T EIDAI KAKO CO LTD
7902.T SONOCOM CO LTD
8144.T DENKYOSHA CO LTD
9885.T CHARLE CO LTD

Interesting list, appreciate the work.  It's funny that a lot of these names were discussed on the board a few years ago, I bet a lot of them had a nice run up and then sold off again.  The Japanese market is completely mysterious to me
Follow me on twitter https://twitter.com/mjohn707