Acquisition Review: Part I "The stocks we bought, held and sold"

It has come time to review the previous round of plays, the only stock I have held through all this is Great Western Minerals, and that position was left to ride after taking my original basis and most of the profits out of the trade.  Crosshair has been renewed, after liquidating earlier this year (off to a great start).  I will list the September 7th close price (the day of recommendation), the peak price and today's closing price and subsequent performance.  

I have never felt strongly enough about another analyst's recommendation to act on it, but many do.  So why not honestly go over all the picks as time passes, with the intent of aiding the ability to properly analyze good picks in the future.  I like to do this a couple times per year.

What if someone with a different trading strategy got a hold of your medium term stock picks, bought and held them and didn't take profits into the rallys.  Though my portfolio is completely different now, lets look at what I publicly conjured up in Sept 2010.    



ACH - Aluminum Corp Of China  - 21.00 original basis  (26.65 high close) 20.13 current
Ltd Spons Adr Repstg 25
H Shares
4.1% loss for hold, 26.9% gain at peak.

ACH reached the 26.65 peak in one month.


KAZ - Bmb Munai Inc.  - 0.59 (1.18 high close) 1.00 current
69.5% gain for hold, 100% gain at peak


CHGS - China Gengsheng Minerals Inc.  - 1.16 (4.18 high close)  1.67 current
44% gain for hold, 260% gain at peak.


CXZ - Crosshair Exploration &   - 0.656 (2.62 high close) 0.83 current
Mining Corp.
26.5% gain for hold, 299% gain at peak.


DNN - Denison Mines Corp  - 1.51 (4.45 high close) 2.15 current
Shares
42.4% gain for hold, 194.7% gain at peak.

DOLE - Dole Food Company Inc 63.1% gain for hold, 67.2% gain at peak.

- 8.89 (14.87 high close) 14.50 current

GWMGF - Great Western Minerals  - 0.305 (1.15 high close) 1.01 current
Group Ltd
231.1% gain for hold, 277% gain at peak.


MCP - Moly Corp  - 22.00 (77.54 high close) 60.33 current
174.2% gain for hold, 252.4% gain at peak.

LYSCF - Lynas Corp Ltd

- 1.10 (2.66 high close) 2.19 current

99% gain for hold, 141.8% gain at peak.


MSFT - Microsoft Corp  - 23.96 (28.87 high close) 27.53 current
14.9% gain for hold, 20.5% gain at peak.
$0.16 dividend (0.61%) November 16, 2010
$0.16 dividend (0.59%) February 15, 2011
$0.16 dividend (0.65%) May 17, 2011


NOG - Northern Oil and Gas Inc  - 15.13 (32.69 high close) 24.42 current
61.4% gain for hold, 116% gain at peak.


SNE - Sony Corp Adr New 7/74  - 29.52 (36.84 high close) 26.83 current
9.1% loss for hold, 24.8% gain at peak.
$0.155 dividend (0.49%) September 29, 2010
$0.15559 dividend (0.48%) March 30, 2011


TRE - Tanzanian Royalty  - 6.63 (7.69 high close) 6.04 current
Exploration Corp
8.9% loss for hold, 15.9% gain at peak. 


VE - Veolia Environment  - 25.20 (33.66 high close) 26.15
3.7% gain for hold, 33.5% gain at peak.
$1.74 dividend (5.83%) May 18th, 2011


XING - Qiao Xing Universal Resources Inc.  - 1.68 (3.44 high close) 1.46 current
13.1% loss for hold, 104.7% gain at peak.
Qiao Xing broke out in late December going from 1.85/share on Dec 28th (2734.88k volume) to 2.71 on the 29th on extreme volume (27.74m).   


A buy and hold on these recommendations has gained 52.97% on average (per pick) from September 7, 2010 not including dividends.