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When Not to Sell

Despite investing at the more volatile end of the market I like to think I remove many of the elements of chance by doing my homework and remaining informed about any holdings in my portfolio. Information is a little like insurance, not home insurance or buildings insurance, rather portfolio insurance. When the markets are in turmoil it's even more important to stay informed. However it's easy to get sucked in by plunging prices. Potential entry points appear when prices are in flux and sometimes we go chasing the quick quid rather than staying to true to our long term investment goals. On...

OPG Power Ventures – We’re Back In

So we've top-sliced our PV Crystalox Solar holding (pocketing a handy 15% in five weeks into the bargain) and taken up a little OPG Power Ventures with the proceeds. After buying in to PV Crystalox Solar at 4.40, then again at 5.15 and yet again at 5.40 pence, even the optimist in me was saying, hang on there mate, slow up a bit. We're still holding 70K shares in PV Crystalox Solar - averaged in at 4.74 pence - and with interims due at the end of the month, I'm quietly optimistic that anything but catastrophic news (it can't get much...

PV Crystalox Solar – I’m In

Now it's no news to anyone who has followed us on our little journey that we've a penchant for a highly speculative buy. Add a green energy aspect to the mix and it's like a waving a pizza, at mid-70's Elvis (too soon?). So, when PV Crystalox Solar plunged to below 10 pence a share late last year, we placed it on the radar. When it fell below five pence it was like adding another layer of cheese, there seemed no way I couldn't take a little speculative slice (well three actually: at 4.4, then 5.15 and 5.4 pence to be exact).   [caption...

Sale – PV Crystalox Solar

The 30th December 2010 marked a sad day for Investor Trader. Following the sale of our entire holding of PV Crystalox Solar (PVCS.L) it was the first time since we began our little project in April 2009, that our portfolio held no wind or solar energy shares. Over the journey at different stages a large percentage of our portfolio has been tied up in Renesola. That is until they packed up their AIM listing and took all their toys to the New York Stock Exchange in November. We also held shares in Clipper Windpower until they became a UTC takeover target...

Sale – Renesola

With last rites being performed on Renesola's AIM listing before shifting their focus solely to their New York Stock Exchange listing, last Thursday 4th November we sold off our final tranche of 500 shares of our portfolio stalwart for 4.0150 pence a share and a total return of £2,007.50 before dealer costs. We were averaged into Renesola at £1.12 a share so we took a 350% profit on Renesola this time round. Renesola has always been good to me over the years. Taking me up toward the giddy heights of £7 before I lost my nerve and smacked the sell key...

Purchase – PV Crystalox Solar

So with my Renesola adventures due to come to an end in the coming weeks, the first of my four purchases this week, will come as a no-brainer to those who've followed Investor Trader over the journey. PV Crystalox Solar is a, yep, you guessed it, solar energy company. Though it lacks the Chinese connection it's still a major player in Asia (especially Japan). We purchased 1,719 shares at 57.21 pence a share. To quote from the tin: With 25 years (28 now) in solar technology development, PV Crystalox Solar is a leading manufacturer of multicrystalline silicon ingots and wafers, the key component...