Author Topic: Current Holdings  (Read 106460 times)

nwoodman

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Re: Current Holdings
« Reply #210 on: February 12, 2021, 03:43:47 AM »

Whew I need to compress this hodgepodge down to approx. 10 holdings ASAP maybe.

Stay Safe for 2021 friends and folks.

You too. The reference to a hodgepodge made me laugh but I have a feeling you will do well either way.  😀👍. 


drzola

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Re: Current Holdings
« Reply #211 on: February 12, 2021, 05:00:47 AM »
NWoodman I hope so because my better half is getting impatient and questioning my so called exponential value investing growth process and the alternative may just be for me here soonest;  living in my F150 and it hit -40 celsius here day before evening ha.

drzola

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Re: Current Holdings
« Reply #212 on: February 12, 2021, 05:39:07 AM »
Anybody who just held the QQQ etf's and Spider technology etf's for the lat 10-12 years must be smiling to date.
How easy was that in hindsight bias.

username

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Re: Current Holdings
« Reply #213 on: February 17, 2021, 02:39:34 AM »
I wonder if anyone has a one stock portfolio here. I remember a Jeff who had one.
Notional value of 86% in Goldman Sachs. Thinking of starting to trim / sell covered calls.
It was on sale: https://www.cornerofberkshireandfairfax.ca/forum/general-discussion/what-are-you-buying-today/msg401818/#msg401818
There's no limit to what a man can do or where he can go if he doesn't mind who gets the credit

one-foot-hurdles

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Re: Current Holdings
« Reply #214 on: February 18, 2021, 02:00:53 AM »
Tanla Solutions (india) ~50% (mostly from capital appreciation)
Subex (india) - 5%
Umanis SA - 7%
Telecom Italia - 6%
SHSP -5%
LICT - 5%
Bollore - 4%
DFIN - 3%
MMAC - 3%
LBRDA - 2%
OPXS - 2%
TMDX and DMTK ~ 4%
Few other tiny positions in Hong Kong


keerthiprasad

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Re: Current Holdings
« Reply #215 on: February 20, 2021, 07:01:19 AM »
AER
BWMX
BGCP
ORRCF
SQBG
TZOO

Janeo

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Re: Current Holdings
« Reply #216 on: March 01, 2021, 01:02:13 AM »
Mainly Asian cigar butts.

ELF E-L FINANCIAL

TRE TREASURE ASA

FRD FRIEDMAN INDUSTRIES
USAP UNIVERSAL STAINLESS & ALLOY
HSON HUDSON GLOBAL

1122 QINGLING MOTORS
1127 LION ROCK GROUP LTD
1260 WONDERFUL SKY
1710 TRIO INDUSTRIAL
2033 TIME WATCH
3828 MING FAI
450 HUNG HING PRINT
517 COSCO SHIPPING
637 LEE KEE
889 Datronix Holdings

4231.T TIGERS POLYMER
5161.T NISHIKAWA RUBBER
6023.T DAIHATSU DIESEL 
6467.T NICHIDAI
7235.T TOKYO RADIATOR 
7266.T IMASEN ELECTRIC INDUSTRIAL

BKA Sin Heng Heavy Machinery Ltd
BTP Baker Technology Ltd.
AVM Boustead Projects Ltd
J2T Hock Lian Seng
BTG HG Metal
42L TLV Holdings

Spekulatius

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Re: Current Holdings
« Reply #217 on: March 01, 2021, 03:54:10 AM »
Mainly Asian cigar butts.

ELF E-L FINANCIAL

TRE TREASURE ASA

FRD FRIEDMAN INDUSTRIES
USAP UNIVERSAL STAINLESS & ALLOY
HSON HUDSON GLOBAL

1122 QINGLING MOTORS
1127 LION ROCK GROUP LTD
1260 WONDERFUL SKY
1710 TRIO INDUSTRIAL
2033 TIME WATCH
3828 MING FAI
450 HUNG HING PRINT
517 COSCO SHIPPING
637 LEE KEE
889 Datronix Holdings

4231.T TIGERS POLYMER
5161.T NISHIKAWA RUBBER
6023.T DAIHATSU DIESEL 
6467.T NICHIDAI
7235.T TOKYO RADIATOR 
7266.T IMASEN ELECTRIC INDUSTRIAL

BKA Sin Heng Heavy Machinery Ltd
BTP Baker Technology Ltd.
AVM Boustead Projects Ltd
J2T Hock Lian Seng
BTG HG Metal
42L TLV Holdings

That portfolio has probably the lowest price/ book ratio that has been listed so far.

A long time ago, I took a look at 5161.T (Nishikawa Rubber). What interested me a while ago was that they made speciality parts like Earthquake dampeners for buildings etc. i never drilled much beyond that but it looked indeed incredible cheap.

Life is too short for cheap beer and wine.

Janeo

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Re: Current Holdings
« Reply #218 on: March 01, 2021, 04:19:20 AM »
A long time ago, I took a look at 5161.T (Nishikawa Rubber). What interested me a while ago was that they made speciality parts like Earthquake dampeners for buildings etc. i never drilled much beyond that but it looked indeed incredible cheap.

Nishikawa Rubber attracted the attention of an activist in 2020 (https://www.businesswire.com/news/home/20200616006047/en/RMB-Capital-Proposes-Share-Buyback-at-Nishikawa%E2%80%99s-Annual-General-Shareholders-Meeting).

They didn't get anywhere unfortunately but there's someone watching out for the shareholders now.