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portefeuille (98.77)




September 19, 2009 – Comments (30)

some "sector champions" (from here)


Metals and Mining

foolsmethrice 4,350.31

translator999 3,350.45

mgiv 3,304.82

andreylikesmtl 2,876.47

tempttempt 2,718.98

number1cramerfan 2,130.95



portefeuille 2,687.12 

zzlangerhans 1,891.70

usubanas 1,781.59


Semiconductors and Semiconductor Equipment

jogafra 1,290.26


Capital Markets

bravobevo 1,035.16


Oil, Gas and Consumable Fuels

venividiveci 2,767.27

baseballdude 2,074.39

tmfeldrehad 1,993.47

bravobevo 1,571.84


Commercial Banks

portefeuille9 2,223.15

econosurfer 2,085.82

fransgeraedts 1,931.05

portefeuille3 1,794.38

ooji 1,530.99


Thrifts and Mortgage Finance

abitare 1,240.27

d1david 1,183.83 

Hotels, Restaurants and Leisure

bravobevo 2,005.35


(the links lead to pages displaying the calls.)

this was not done in a systematic way. feel free to add more.

30 Comments – Post Your Own

#1) On September 19, 2009 at 11:56 AM, portefeuille (98.77) wrote:

a guide to my blog posts can be found in the comment section to this post
(should be or should be close to the last comment)                                                               

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#2) On September 19, 2009 at 1:35 PM, dragonLZ (86.60) wrote:

Thank you, porte.

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#3) On September 19, 2009 at 1:43 PM, portefeuille (98.77) wrote:

I just found 2 mistakes. I misspelled the headline. And the "(from here)" part is a "relic" from comment #7 here.

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#4) On September 19, 2009 at 1:59 PM, RonChapmanJr (29.89) wrote:

-1 rec

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#5) On September 19, 2009 at 2:30 PM, checklist34 (99.07) wrote:

along the lines of our recent nat gas chats.  it occurs to me that some long/short arbitrage has existed for a while...

long gas, short UNG would have been a decent trade.

also long BBI-B and short BBI

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#6) On September 19, 2009 at 2:45 PM, checklist34 (99.07) wrote:

now now ron, didn't your teachers ever tell you that if you can't say anything nice...

... at least maybe once a month or so ...

... to get a new hobby?

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#7) On September 19, 2009 at 4:50 PM, portefeuille (98.77) wrote:


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#8) On September 19, 2009 at 7:55 PM, portefeuille (98.77) wrote:

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#9) On September 20, 2009 at 6:22 PM, portefeuille (98.77) wrote:


hayrettin 2,828.05

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#10) On September 20, 2009 at 6:36 PM, DEALWITHTHEDAY (26.71) wrote:


I am mixed on this stock. with 14,000,000 more shares for 19 million.

Has a couple of good possibilities but they have been around for a while without go anywhere.

Do you have any thoughts on this.





CEL-SCI's Perfect Storm of Positive DevelopmentsPress Release Source: BioMedReports.Com On Thursday September 17, 2009, 2:51 am EDT Companies:CEL-SCI Corp.

LOS ANGELES, CA--(Marketwire - 09/17/09) - BioMedReports.Com, the news portal which covers Wall Street's biomedical sector and delivers financial and investment intelligence to a community of highly informed investors, has issued a special news report on key developments at CEL-SCI Corporation (AMEX:CVM - News).

In a series of news making headlines the company has positioned themselves to quickly capitalize on opportunities in not only the H1N1 Flu space with backing from the FDA, but they have also now raised enough money to move ahead with the company's long awaited and highly anticipated PHASE III trials of their flagship cancer treatment, Multikine� -- a first of its kind immunotherapeutic agent being developed as a standard of care cancer treatment which analysts believe will attain "blockbuster drug" status.

For better or worse, news of the company's novel H1N1 flu treatment for already infected patients has pushed CEL-SCI to one of the heaviest traded sectors in the biotech market. The company is officially a "swine flu play," but it seems investors are not as easily willing to part with their shares since getting yesterday's FDA go-ahead validation. Has CEL-SCI managed to set themselves apart in a field of populous pretenders touting less impressive technologies?

In the report, company CEO, Geert Kersten says: "Many people think that all this news about H1N1 vaccines being approved is a good thing and that the danger posed by swine flu is no longer something to worry about, but nothing could be further from the truth.

"A great many people in the medical community and in the government are still very worried -- especially since new poll data shows that many people are afraid to take the new vaccines and over 80% of them don't plan to. That will pose some serious issues. That's why we're dealing with a treatment option and that's why the FDA has been very receptive to what we're doing."

The complete special report is available now at BioMedReports.Com:

Biotech investors interested in accessing the news portal's complete database of clinical trials and upcoming FDA decisions can access that information here:

For more biomedical sector and investment news go to

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#11) On September 20, 2009 at 7:02 PM, portefeuille (98.77) wrote:

No, I have not looked at that company yet.

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#12) On September 20, 2009 at 7:06 PM, DEALWITHTHEDAY (26.71) wrote:

Let me know if you do. Thanks.

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#13) On September 20, 2009 at 9:17 PM, portefeuille (98.77) wrote:

Hugh Hendry interview

Lehman's anniversary

Article By: Bizcast Tue, 15 Sep 2009 14:48

Lehman Brothers folded a year ago, plunging the financial world into chaos. Through the eyes of an eclectic fund manager Hugh Hendry, the most enigmatic banking analyst in the UK, we cast a nostalgic eye over the last 12 months.

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#14) On September 21, 2009 at 8:55 AM, portefeuille (98.77) wrote:

Bayer, Onyx drug impresses in breast cancer study



Strong Showing for Onyx, Amgen at European Cancer Meeting: BioBuzz

Adam Feuerstein 09/21/09 - 07:35 AM EDT

EMERYVILLE, Calif. (TheStreet) -- Detailed data released Sunday from the phase IIb study of Onyx Pharmaceuticals'(ONXX Quote) cancer drug Nexavar in metastatic breast cancer patients looks really strong.

Recall that in July, Onyx announced that Nexavar extended progression-free survival (PFS) in this study. Well, the actual PFS benefit for Nexavar is 2.3 months, according to the late-breaker abstract for the study released Sunday to attendees at the European Society for Medical Oncology (ESMO) meeting in Berlin.

This study enrolled a mixture of first-line and second-line metastatic breast cancer patients. The median PFS for Nexavar plus Xeloxa was 6.4 months compared to a PFS of 4.1 months for Xeloda alone. Xeloda is an oral cancer drug marketed by Roche.

Investors should view favorably any PFS benefit above two months in favor of Nexavar. This is the first study to demonstrate that an oral, targeted cancer drug could significantly improve time to tumor growth.

By comparison, the combination of Roche's Avastin and Xeloda improved PFS by 2.9 months compared to Xeloda alone in the previously presented Ribbon-1 study. This study enrolled only first-line metastatic breast cancer patients.

More details from the Nexavar study will be presented on Wednesday, including a breakdown of results between first-line and second-line patients. Nexavar, which Onyx co-markets with Bayer is already approved for the treatment of kidney cancer and liver cancer. The companies are moving ahead on other breast cancer studies in light of these new data.

Onyx shares closed Friday at $34.27





#202) On March 14, 2009 at 12:31 AM, portefeuille (99.99) wrote: ONXX - 29.41 - outperform


(from here)

ONXX is currently at ca. $34.50. 

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#15) On September 21, 2009 at 1:18 PM, portefeuille (98.77) wrote:

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#16) On September 21, 2009 at 8:59 PM, portefeuille (98.77) wrote:

Genome Mania

Quake Sequences Personal Genome Using Helicos Single-Molecule Sequencing

The Single Life: Stephen Quake Q&A

Publications of the Quake Group

Single-molecule sequencing of an individual human genome (pdf)



#787) On September 18, 2009 at 8:00 AM, portefeuille (99.99) wrote: HLCS - 2.41 - outperform (high risk!)


HLCS is currently at ca. $2.56.


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#17) On September 21, 2009 at 9:48 PM, portefeuille (98.77) wrote:


An article describing the atrocious state of evolutionary knowledge among Americans can be found at National Geographic News.


(from here)

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#18) On September 21, 2009 at 9:49 PM, portefeuille (98.77) wrote:

atrocious indeed.

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#19) On September 22, 2009 at 8:56 AM, portefeuille (98.77) wrote:

--------------------------- Ranked 10th Largest Search Engine in U.S.

    •    Press Release
    •    Source: Corporation
    •    On Tuesday September 22, 2009, 7:00 am EDT

IRVINE, Calif.--(BUSINESS WIRE) Corporation (NASDAQ: LOCM - News), a leading local search site and network, today announced that their flagship search site,, has been ranked as the 10th largest search engine in the U.S. by the Nielsen Company.
The Nielsen Company reported their MegaView Search data for the top U.S. search providers for August 2009. Nielsen MegaView search data includes total searches, unique searchers, and search share, among other search figures.
The report ranked as the 10th largest search engine in the U.S. and the company’s month-over-month growth was 2.9 percent.
“Achieving this ranking by one of the world’s leading marketing and media information companies validates’s leadership position in this sector,” said Bruce Crair, president and COO. “ serves over 20 million consumers each month with a valuable search experience that offers a quick, easy and efficient way to find and connect with local businesses, products and services.” reached record traffic of 63 million monthly unique visitors (MUVs) on the site and network during the second quarter of 2009, up 5% from 60 million MUVs during the first quarter of 2009, and up 31% from 48 million MUVs during the second quarter of 2008. Organic traffic also reached an all-time high, exceeding 29 million monthly unique visitors on the site and network during the second quarter of 2009, up 61% from 18 million during the second quarter of 2008.
The Nielsen Company is a global information and media company with leading market positions. The privately held company is active in more than 100 countries, with headquarters in New York, USA. For more information, please visit
About® (NASDAQ: LOCM - News) owns and operates a leading local search site and the largest private label, local search network in the United States. The company uses patented technologies to provide over 20 million consumers each month with the most relevant search results for local businesses, products and services on and over 700 regional media sites. Businesses can target ready-to-purchase consumers using a variety of advertising products. To advertise, or for more information visit:
Organic traffic includes all non-search engine marketing (SEM) sourced traffic. Except Nielsen reported data, all site traffic and usage statistics are from third-party service providers engaged by the company.




#223) On March 16, 2009 at 1:53 PM, portefeuille (99.99) wrote: LOCM - 1.80 - outperform

#584) On July 13, 2009 at 5:59 PM, portefeuille (99.99) wrote: LOCM - end outperform - 3.37 - no new rating


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#20) On September 22, 2009 at 9:06 AM, portefeuille (98.77) wrote:

(from here)

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#21) On September 22, 2009 at 9:37 AM, portefeuille (98.77) wrote:

Helicos Presents at Cold Spring Harbor Laboratories Personal Genomes and CHI Next Generation Sequencing Meetings

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#22) On September 22, 2009 at 9:41 AM, portefeuille (98.77) wrote:

Oclaro Increases Revenue Outlook for First Quarter Fiscal 2010


#578) On July 13, 2009 at 10:04 AM, portefeuille (99.99) wrote: OCLR - 0.555 - outperform


OCLR is currently at ca. $1.18.

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#23) On September 22, 2009 at 9:57 AM, portefeuille (98.77) wrote:

NKTR-102 Shows Encouraging Anti-Tumor Activity in Ovarian Cancer in Phase 1 and Preclinical Data Presented at the ECCO 15 and 34th ESMO Multidisciplinary Congress


BMO Capital Upgrades Nektar Therapeutics (NKTR) to Outperform (September 22, 2009 9:26 AM EDT)

Morgan Joseph Reiterates a 'Buy' on Nektar Technology (NKTR); Sees Substantial Added Value From AstraZeneca Deal (September 22, 2009 8:43 AM EDT)

Wedbush Morgan Maintains an 'Outperform' on Nektar Therapeutics (NKTR); Raises Price Target (September 21, 2009 2:36 PM EDT)



#797) On September 21, 2009 at 9:00 AM, portefeuille (99.99) wrote: NKTR - 9.74 - outperform


NKTR is currently at ca. $10.50.

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#24) On September 22, 2009 at 11:05 AM, TigerPack1 (33.50) wrote:

Looks like minion 6 made it to the #1 spot!

Congrats, portefeuille you beat me to the top of heap.

Can you keep him there is the question?

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#25) On September 22, 2009 at 4:57 PM, rexlove (99.71) wrote:

Hey port - when making your stock picks - how do you decide which screen to place it in? For example NKTR - I noticed you never placed it in your main stock screen - however it is in 2 others. Does each screen follow a different strategy?

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#26) On September 22, 2009 at 6:08 PM, portefeuille (98.77) wrote:

Yes, each of the 12 players follows a unique strategy.

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#27) On September 22, 2009 at 10:24 PM, TigerPack1 (33.50) wrote:

I think Vanamonde made #1 for the first time today also.

As many as 4 members could claim the #1 spot during different times of the day.

We now have a real competition for the top 5 or 10 slots, with various strategies being employed.

We should take a survey of those members outside the Top 20, regarding who they believe will be #1 on January 1st, 2010!!!

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#28) On September 23, 2009 at 8:01 PM, portefeuille (98.77) wrote:

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#29) On September 24, 2009 at 10:12 AM, portefeuille (98.77) wrote:


Ifo Business Climate Germany

Ifo Business Survey September 2009
Ifo Business Climate Slightly Improved
Results of the September 2009 Ifo Business Survey

The Ifo Business Climate for industry and trade in Germany has brightened further in September. Appraisals of the business situation and outlook have improved. However, by far the greater number of firms still assesses the business situation as poor. Only with regard to the six-month business outlook is there now nearly a balance between pessimists and optimists. In light of the catastrophic developments over the past twelve months, this is good news.

In manufacturing the business climate indicator has recovered somewhat. The manufacturing firms no longer regard their present business conditions quite so negatively as in the previous month. They also anticipate a somewhat more favourable course of business in the coming half year. With regard to exports, their scepticism has subsided. However, more firms are now planning to reduce the number of their employees.

In wholesaling and in retailing the business climate index has risen. In both distribution sectors, the survey participants are less critical regarding business developments in the coming half year. However, the wholesalers are nearly just as dissatisfied with their current business situation as in the previous month. In contrast, retailers have given slightly more favourable appraisals of their present business situation than in August, assessing it now as nearly satisfactory.

In construction the business climate has clouded over somewhat. Although the survey participants have assessed their present business similarly to that in August, with regard to business in the coming half year they are more sceptical than in the previous survey.

Hans-Werner Sinn
President of the Ifo Institute for Economic Research at the University of Munich



German Business Confidence Rises to 12-Month High

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#30) On September 24, 2009 at 10:15 AM, portefeuille (98.77) wrote:

press release for Ifo Business Climate Germany and German Services Sector as PDF-file: Ifo Business Climate Slightly Improved

(from here)

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