Money Cat: Thomas Su, a great week for you?

Thomas Su: Yes and No, my short positions are really running away! (Laughing..), no, overall, it has been good - yes, I was sitting on quite a few short positions which I was forced to close to minimize the losses. ASX has done well, so was the US market.

Money Cat: Can you tell us the highlights of your portfolio movements?

Thomas Su: Sure, in Australia, the highlights were my Sunland Group, which did very well, as well as ING Industrial Fund (IIF), the REIT sector had performed well in general. The gold stocks, led by both Newcrest Mining and Lihir also performed well.

Our new addition - Photon Group which was invested because of the dividend held up at our purchase price even after ex-dividend date. Also bought into Westpac as our first entry into the banking stocks in Australia. I am also reading with a lot of interest regarding ANZ’s expansion into Asia - I think it is the right thing to do.

Global Mining Investments (GMI) continues to be my investment in the rebounding mining shares - and that has picked up 10c to 86c this week.

Money Cat: And on the international markets?

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Thomas Su: I have finally bought into IBM, stupid me, I was wondering around 82 or 83, and now bought it at US$97 per share! Anyway, I like the company, and it is expanding into Asia even faster now, which is why I like the stock.

My investment in Deutsche Borse, the Stock Exchange over there is now very strong - finally in positive territory now, and also Mastercard which has also surged. I am now accumulating some of the emerging market shares through iShares in US.

Money Cat: Any interesting news from your business end?

Thomas Su: Certainly, we are working on an international backpacker hotel project, a very interesting project - this is a sector which many call it as unconventional, it is a part of tourism industry, but it is not being impacted by the global downturn in the tourism sector. Falling AUD is also helping this market.

Money Cat: Are you looking at any particular stocks or sectors next week?

Thomas Su: Well, we had a very nice rally this week, even though it was coming from a very low end - but maybe we have run to fast, I think at some stage, we need to come back - I don’t like a market that has risen too fast.

Several stocks have seen unusal movements, Oakton had increased a lot today, one of the IT stocks that I follow and also looking at it from the dividend yield perspective. Crown is also going ex-dividend next week. Prime Media just raised good capital from institutions - $88m, and this will help them, I am looking at what this means as Seven will become a major shareholder - would this lead to another M&A activity perhaps?

As part of our consulting project - we are also looking at the ISP industry in Australia, so I will be comparing iiNet, which I have bought already to other ISP stocks such as Amcom and SP Telemedia, my feeling is this sector has been largely ignored by investors.

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Source: http://www.moneycat.com.au/

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