tag:blogger.com,1999:blog-5695813850715269190.post4858142600743182234..comments2024-02-12T13:31:38.266+01:00Comments on Politics, Economy, Society: Another happy returnstudent SGHhttp://www.blogger.com/profile/01367244307612092688noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-5695813850715269190.post-11501444437443810932010-12-18T15:06:23.915+01:002010-12-18T15:06:23.915+01:00My bets were for the end of the year were Tauron P...My bets were for the end of the year were Tauron Polska Energia, PGE, PKO BP, PZU. Three out of four were right. I won't tell you how about mid-caps and small-caps, but out of blue chips I would keep away from Pekao SA (overvalued), TP SA (non-competitive too much capital expenditures along the way), TVN (beaten off by Cyfrowy Polsat, the company you hate guts). I will still hold Tauron PE and PGE, but prospects of energy sector in Poland are not bright (investment in infrastructure required, indistry subject to state regulation). Banks can fetch a decent profit as their bottom line should be more impressive next year (although it has to be said the time for rallies is over). I could also place bets on PKN Orlen or Lotos, as long as the government doesn't wish to cut their profit margins (a rather improbable variant).<br /><br />I think many people hold off on selling stocks that have brought them profits, they sell bad stocks, to decrase their taxes, I also wait until at least 29 December (transaction are cleared three working days later, hance I'll have to pay the tax in early 2012).student SGHhttps://www.blogger.com/profile/01367244307612092688noreply@blogger.comtag:blogger.com,1999:blog-5695813850715269190.post-75678678584125078282010-12-18T14:03:44.113+01:002010-12-18T14:03:44.113+01:00Out of interest, which stocks are you hoping to ra...Out of interest, which stocks are you hoping to rally?<br /><br />December is not usually a good time for stocks. Too many people closing out positions for the year end and a general lack of interest. Hang onto them until March at least is my advice.Anonymousnoreply@blogger.com