Leopard Strategy - Siyu's Hybrid Stock Pick

Saturday, April 01, 2006

Stock Review - March 2006

Here is the performance review of my 5-stock picks during March 2006. I will try to review the group performance on a monthly basis.


Pick date Price at pick Price (Mar31) % change
MVK 4-Mar 49.51 52.99 7.03%
ISSC 5-Mar 14.09 13 -7.74%
NTE 11-Mar 21.35 22.91 8.85% *
SIMG 24-Mar 10.42 10.31 -1.06%
PSUN 25-Mar 22.15 22.16 0.05%




Overall:
1.43%
* 8.85% includes the 0.32 dividends that was recorded on March31.

Note:
I continue to be bullish on MVK, and keep my original price target at $66 in 12 month. NTE, with a 8% hefty price lift, overreaches my short-term expectation, and I will keep an cautious eye on it for now. SIMG and PSUN are my latest pick in a week, and yet to be monitored. ISSC's lack of business deal/backlog increasingly concerns me, which re-emphasize a key point that sometimes I overlooked - a perfect finanical picture could only go that far, one have to have a great business to ring the bell. Closely monitor.

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