Two that Got Away - CNinsure (CSIG) and Perfect World (PWRD)

Unlike AsiaInfo Holdings (ASIA) I missed buying the breakout in CNinsurance (CISG) and am kicking myself the past week for not jumping in on a very obvious move. Once it broke that late August high of mid $19s it should of been bought. I have no idea what caused that massive spike in volume 4 days ago but that also yelled "buy". Then the move over $22 took it to yearly highs, which was a 3rd signal. Only about a 0.2% stake... bad. Very bad.

[Aug 31, 2009: Bookkeeping - Limit Order for CNinsure Activated]
[Aug 27, 2009: CNinsure Report Solid but Many Acquisition Costs/Benefits Running Through Numbers]
[Aug 24, 2009: CNinsure - China's Version of Prudential?]

Perfect World (PWRD)? My gosh, talk about taking profits FAR too early. We've been watching this mostly from the outside for a good 20 points.

[Aug 11, 2009: Perfect World Continues to Impress in Execution]
[Jun 19, 2009: Perfect World Raises Guidance]
[Nov 10, 2008: Earnings for Perfect World Solid]
[Oct 15, 2008: Perfect World Announces Share Buyback Program]
[Aug 18, 2008: Perfect World Earnings Mostly Inline]
[May 20, 2008: Motley Fool on Chinese Gaming]

Long both names in fund; no personal positions