Posted by Davy Bui on August 1st, 2008 in Enlightened-American Portfolio, General Investment, Uncategorized
Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc.
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: +9.6% YTD (including dividends)
DJIA: -14.2%
Nasdaq: -12.3%
S&P 500: -13.7%
DJ WIlshire 5000: -12.6%
Reuters 2000 (smallcap): -6.7%
Due to the commodities correction currently underway, the portfolio performance has dropped considerably from +18.4% [...]
Posted by Davy Bui on July 7th, 2008 in Enlightened-American Portfolio, Uncategorized
A few weeks ago, a reader asked me about my current thoughts on Telecom New Zealand (NZT), which, as of 07/01/2008, was down 16.5% since I bought it last year. The blog’s hacking sidetracked me a bit and also, I’ve been “rolling” NZT and its future prospects in my head for a while. [...]
Posted by Davy Bui on June 9th, 2008 in Enlightened-American Portfolio
Q1 2008 results (all results KRW unless noted):
The company did not release cash flow figures, only the income statement & balance sheet figures. However, they did show a 60% capex reduction to 278M KRW which should improve free cash flow.
The balance sheet was mostly stable, with the exception of a huge bump up in [...]
Posted by Davy Bui on March 19th, 2008 in Market Commentary
I heard it on TV so it must be true.
All kidding aside, the last two days have been absolutely brutal for the commodities side of our portfolio and today, the energy stocks also got whacked. And I don’t know about you folks but I haven’t reached that zen, Buffett-like state where falling prices don’t [...]
Posted by Davy Bui on March 16th, 2008 in Enlightened-American Portfolio, Stock Research
Here is the research from the old website. Any updates can be found on the this blog and will not be reflected on these older web pages.
ENLIGHTENED-AMERICAN PORTFOLIO PICKS
Agnico-Eagle Mines - (AEM-US) - updated 10/28/2007
Chesapeake Energy - (CHK-US) - updated 11/18/2007
Devon Energy Research Report - (DVN-US) - updated 02/12/2008
Elements ETN linked to the [...]
Posted by Davy Bui on February 8th, 2008 in Enlightened-American Portfolio
Yesterday, I put in an order to double down on SKT as the stock had dropped another 10% from my initial entry.
I reviewed their Q4 2007 results. An official write-up will be put up on the Enlightened-American website this weekend but long story short, the company is engaged in a market share war for [...]
