Tag Archives: NeoPhotonics

Trade Wars Ugh

Trade wars. For many people they are abstract news items, reasons to cheer or complain. They’re real, and sail past my house and cruise through my portfolio. Global news can affect personal finances, even if isn’t your job that’s affected. … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , | Leave a comment

Semi Annual Exercise EOY 2018

From me (slightly edited from previous posts); “Decades ago (was it really that long?), I started following Peter Lynch’s example by regularly seeing if I could describe each of my investments simply. The idea was that, if an investor can’t … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

Sigh And Bye Asterias

Rats. It happened again. A corporation agreed with me. A company with great potential and an undervalued stock can be a great investment. In the case of Asterias, that meant BioTime is buying the entire company. Yet again, one of … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Semi Annual Exercise EOY 2017

Can you explain why you own what you own? That’s the basis behind my semi-annual portfolio review. Can I describe why I own my stocks and what I intend to do with them? After a few years, it also helps … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Semi Annual Exercise Mid 2017

Thank you, Peter Lynch for inspiring this exercise. For at least twelve years, I’ve regularly reviewed my investments through this one simple exercise. Every six months, I describe the companies I’m invested in, and their stocks (somewhat) succinctly. Peter Lynch … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment