Posted by: hukka_nepali June 9, 2006
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Hello thapap jee,
Over 75% of my holdings are in the specialty metal sector. As you know investment is just as much about knowledge as it is about luck and I got very lucky with this sector. Invested in Titanium Metals (TIE) about 6 months ago, which is mostly used in large bodied aircraft. Ongoing competition between Boeing and Airbus had the price of TIE share go up over 200% in the last 6 months but with the recent market downtrend, its come down almost 50%...but I added some more because I truly believe we have only seen the beginning of new ear in air travel which will be dominated by big planes like Boeing's Dreamliner.
Look into it when you get a chance and let me know what you think.
I know you've disclosed most of your holdings and they all seemed low risks safe bets....do you have any high risk high reward type of stock?
La ta suva ratri.