Unlike AsiaInfo Holdings (ASIA) I missed buying the breakout in CNinsurance (CISG) and am kicking myself the past week for not jumping in on a very obvious move. Once it broke that late August high of mid $19s it should of been bought. I have no idea what caused that massive spike in volume 4 days ago but that also yelled buy. Then the move over $22 took it to yearly highs, which was a 3rd signal. Only about a 0.2% stake... bad. Very bad.
Perfect World (PWRD)? My gosh, talk about taking profits FAR too early. We've been watching this mostly from the outside for a good 20 points.
Long both names in fund; no personal positions