又食一浪

Profile 2013-03-20

中華煤氣0003(22%)
港華燃氣1083(11%)
大快活0052(8%)

中糧包裝906(6.2%)
互太紡織1382(4%)
德昌電機179(2.5%)
新意網8008(1.9%)
三江化工2198(3.7%)
四環醫藥460(3.5%)
海豐國際1308(3%)
中國電力2380(2.5%)
宏華集團196(1.9%)
海隆科技1623 (1.5%)

28% cash ( 13 stock)

ytd +2.1% (近日回報 -1.9%)

Feb ytd +4%
Jan ytd +7.06%

近日操作
sold 2314 8%止賺
sold 1488 15%止蝕
add 3 & 1083 as 1193 破頂
add 2198 as 低PE and 高息
add 906 for 業績gamaling
buy 1623 as 3337 破頂
buy 8008 just for defence
buy 2380 as 902、991、836 破頂
buy 1308 just TA