April 2011....One month after last Bear season....

A month ago decided...to keep quiet from blog....during last bear in February and March....kept averaging and holding....and kept quiet...total silence.... This is my latest portfolio... Ctrs______AVP__Current Price__Gain/Loss (%)____Notes Coastal ___2.51___ 3.50_______ 39.44 ____sold 50% batch @3.49 yesterday CSCsteel ___1.74 ___1.74_______ 0.00________ coma!!! dead fish...HOLD DRBHicom __1.88___ 2.48 _______31.91_____reaccumulate during last feb/march bear MBMR ____3.318 __3.03______ -8.08 _________still not moving!..accumulate more??? Mitra _____1.988 __2.42 _______21.73_________still HOLD for bonus plan... Naim _____3.655 __3.11_______ -14.91_____ worst hit ctr...but worth to accumulate?? Ramunia ___0.613 ___0.610 _____-0.49 ______HOLD to TP1.00 TimeCom __0.808___ 0.865_____ 7.05________HOLD to TP0.90 -TP1.00 So, conclusion...have total 8 ctrs in pocket...4 winners (3 above 25% and 1 above 5%)...2 losers (above -8%)...while 2 comas (ramunia and CSCsteel)....I think Ramunia will move soon but CSCsteel have to wait for 'Dividen Play' around May 2011 cos proposed dividen coming on June... This April got 2 things goin on.... 1. O&G theme play...pchem, perisai, kencana etc...petronas related all go... 2. InvestMalaysia on 14th April....the year before (2010)...bear season return just before InvestMalysia....will it be the same this year???