Portfolio

Recently, i've been trying to read as much as i can. I used to watch alot of video, movies and anime. but lately, i dont know why they felt so boring as if i have no time to watch all those things and i have gotten so busy with my life.
Its good to find a focus back into life. Anyhow, this Posting is going to be about my portfolio that i've collected within the last few weeks.
And, oh, there's someone posting on Yahoo group, saying a BUY rating on INDF, indofood, the largest instant noodle corporation in the world. Why? because Jakarta and many parts of indonesia is showered with heavy rains and flood. so, logicaly speaking, everyone must eat a pack of instant noodle everyday, especially they who's from a lower income family... ha3x.. its really simple and stupid, and well, it logically works perfectly...

JSX (Jakarta Stock Xchange)

1. TBLA (Tunas Baru Lampung)>> BUY @ 305 (70 lot), a palm oil company that "return to basic", in which they will start focusing in pumping up their production of CPO products. Chose over AALI, LSIP and UNSP because its upsize potential up to 450 rupiah. an upsize with potential growth of 50%++ in a year or two. Currently, the plants is about 7 years old and not mature yet. by 2008 and 2009,.. production can be doubled or tripled. Cant wait to see it fly by Q3 and Q4 of 07

2. INCO >> BUY @34200 (1 lot), I bought it when the price is quite high, while now its sliding, ... the target price is 45000/share. Xstrata's worker has come to agreement with the worker, pushing the price downward. however, 2months ago, stock of nickel is around 6000 metric tonnes, by now its only 3390 tonnes, a decline of an almost half. when they come back to work, there might not be any major stock decline anymore, but bear in mind, the supply is so limited so that they can only keep the stock at that 3k++ level, any major problem with supply will shake the ground hard. while prices have yet to move upward much. If the price of nickel can stay at 30-40k/metric tonne, i will see it fly over 50k by third quarter this year.

3. ANTM,... BUY@7700 (4 lots), target price of 13k by Q4 07. Pumping up the production of nickel.

4. RALS,... BUY@860(35lot), at the back of lower inflation, expecting lower interest rate and higher purchasing power and higher retail sales. target 1200/share by Q4 2007

5. ALMI, .. BUY@ (85lot). Low PE ratio, high deviden, low volatility and good profit growth

ASX (australia Stock X)

1. WMT (western metals), Buy @ 93c and 91c (45000 shares), target price 2Dollars/share. This company has Uranium, huge tenament, good results, experienced director and managers. good relationship with shareholders in information presentation. Currently focusing itself in Uranium mining in Tanzania, high grade henry anomaly.
activity in US with lynx, peru in copper mining and tins.

2. CZR (Coziron), BUY 3000 shares, 75c mining resources in various sites in Indonesia, good management, great potential growth