March 7, 2019 @ 10:33 pm | Breaking News, CTRP, Jubak Picks Portfolio, Sell |
Yesterday I posted that I would sell Ctrip International.com out of my Jubak Picks portfolio at the first sign that the stock’s upward momentum had broken. Well, the New York traded ADS for Ctrip closed down 5.42% today. I think that counts as a break and...
March 6, 2019 @ 7:07 pm | Breaking News, CTRP, Jubak Picks Portfolio, Update |
Way, way back on March 1 I wondered when it would be time to trim some China positions. Then the Shanghai market as a whole was up more than 14% in the last month. Sure, a potential U.S.-China trade deal offered the chance of a rally on the news, but Wall Street was...
October 10, 2017 @ 12:51 am | Breaking News, Buy, CTRP, Jubak Picks Portfolio |
There are three things to think about before buying Ctrip.com International (CTRP), the leader in China’s online travel market. Two of these things are positive and one negative. I think the balance comes down on the positive side but the negative element means...