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Monday, October 8, 2007

Bookkeeping: Adding more Trina Solar (TSL) and Mosaic (MOS)

Posted by Mark at 10:28 AM TweetThis
Buying Trina Solar (TSL) simply due to collateral damage from LDK Solar (LDK) - stock is sitting right at 50 day moving average.

Buying more Mosaic (MOS) ahead of tomorrow's earnings. (I usually don't buy much ahead of earnings as stocks have a bad habit of selling off no matter how good the earnings are, but in this environment - see Research in Motion (RIMM) apparently all news is good news) Anyhow I am confidant in the 6-12 month horizon on this name, so if a sell off does happen for some reason; an opportunity to buy more.

Pretty much exhausted the cash in the fund at this point - so have to sit on hands for the time being, or sell down 1 position to buy another.

Long Trina Solar and Mosaic in fund

Posted by Mark at 10:28 AM

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