Bought in 10,000 unit of Notion-Wa today.
Not quite understand the reason behind its sudden-drop for this two days. Bought it because I feel that the price is attractive.
Need to pump-in RM4000 of new fund into my portfolio for this transaction. Now, the Notions had overtake AirAsia to become the 2nd largest holding in my portfolio, weight around 16%.
Recent activities：
Currently, the weight of each items in my portfolio is:
Among the stocks in the portfolio, I think Notion will be the best performer at the year end. According to its management, the 2.5" HDD orders will start kick-in next quarter. Surely, they will have great contribution to both top & bottom lines of Notion.
This year until now, I had already pump-in RM6.5k into my portfolio. According to my saving plans, there will be another RM11.5k of new capital to be injected during the remaining of this year. Hope that I could find good suspects for those new fund then.
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the Law of Gravity seems work in financial markets too -- whatever goes up, eventually comes down.
Just a reminder to those who had decided to jump into the plantation stocks lately.
.A 30-years Price Chart for Crude Palm Oil：
source: http://www.indexmundi.com/commodities/?commodity=palm-oil&months=360
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Bought in 5,600 unit of Notion-Warrant today.
Together with the 400 unit that already in hand, my total holding in Notion-WA now become 6000 unit, which has a market value of about RM4000 according to the closing price today.
I'm very positive about the future prospect of Notion. In my own prediction, even in a pessimistic case, the share price of Notion 4 years later should be somewhere not lower than RM6.00.
Reason of buying the warrant (instead of its share) is to maximize the potential return. I'm willing to hold these warrants until its expiry date at 2015.
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