New Watch List Additions: CTRP, DROOY, URME
I added these stocks to my Fidelity watch list over the weekend:
- Ctrip.com International, Ltd (CTRP) - This Chinese booking agent sells tickets for airfare and hotel accommodations. Ctrip is a good play on the 2008 Beijing Olympics, which will drive consumer spending on travel booking services in China. Another good Chinese hotel accommodations stock is 2006 IPO of the Year, Home Inns & Hotels Management.
- DRDGOLD Limited (DROOY) - The South African gold miner has watched its stock plummet over the past 6 months. What struck me was JP Morgan Chase Bank’s 3 million+ plus stake in the company. Gold is still overpriced, but JP’s interest piqued my interest!
- Uranium Energy Corp. (URME.OB) - I found out about this stock via Superior Investor forums. The financials are pretty beat up as with most uranium small cap miners. Out of all the commodities, uranium is the most overlooked. Check out my list of top 10 uranium miners for mid to large cap uranium companies.
Update: DROOY’s most recent ownership filings are listed on MSN Money. (Hat tip to GiaMa)
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{ 1 comment… read it below or add one }
Hi!
As for DROOY, datas that you have referes to 30 june 2006.
I have more recent datas (through my Reuters BridgeChannel) that reports these positions:
INSTITUTIONAL & STAKEHOLDER HOLDINGS SUMMARY
Top 20 Inst. Holders Type Rpt as of Shrs Owned %SHO Change
BAKER STEEL CAPITAL MANAGERS L InvAd 30APR06 5,192,600 1.49 177,600
WELLINGTON MANAGEMENT CO. LLP MFund 31DEC06 4,645,600 1.33 -282,200
AMERICAN CENTURY INVESTMENT MA MFund 31DEC06 3,654,150 1.05 2,867,250
CONUS PARTNERS, INC. Hedge 31DEC06 3,172,642 0.91 3,172,642
BLACKROCK INVESTMENT MANAGEMEN InvAd 31DEC06 3,000,000 0.86 3,000,000
BARCLAYS GLOBAL INVESTORS NA ( MFund 31DEC06 1,993,109 0.57 1,993,109
THE GALLEON GROUP Hedge 31DEC06 1,625,000 0.47 -25,000
ECLECTICA ASSET MANAGEMENT LLP InvAd 30JUN06 1,300,000 0.37 1,300,000
UBS SECURITIES LLC Brok 31DEC06 596,141 0.17 29,837