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Well, it happened sooner than I expected, but I'll be selling the Messed-Up Expectation portfolio's position (all 52 shares!) of Ceradyne
The sweet thing is that both positions will end up in the green, both the March 2012 purchase at $32.45 and the June 2012 purchase at $25.41. Overall, the portfolio will make 24% on its investment in a mere six months. Not too bad!
I was expecting Ceradyne to become a bigger player in oil drilling, selling its PetroCeram ceramic screen filter to Petrobras
So long, Ceradyne! It was nice while it lasted.
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Fool analyst Jim Mueller does not own shares of any company mentioned. He's an analyst for the Motley Fool Stock Advisor newsletter service. The Motley Fool owns shares of Ceradyne. Motley Fool newsletter services have recommended buying shares of 3M and Petrobras and creating a diagonal call position in 3M. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool's disclosure policy is never messed up.