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February 2013



UAN contniues to perform if only Mr. Market would notice

February 28, 2013 – Comments (3) | RELATED TICKERS: UAN

Since it is currently my largest personal equity holding at just under 7% of my portfolio, I figured that I'd provide an update to my friends here at CAPS on CVR Partner's (UAN) recently reported quarterly results.    [more]



Why Do Spinoffs Outperform?

February 26, 2013 – Comments (13) | RELATED TICKERS: ADT.DL , CBB , HBIO

A significant number of my investments over the years have been in companies that have spun-off divisions or that have activist investors trying to coerce them to do so.  [more]



Goodbye Exelis. Hello Air Lease. Reshaping My Portfolio - Part 2

February 24, 2013 – Comments (8) | RELATED TICKERS: XLS.DL , AL

Last week I started a post on how I am transforming my personal, real-money investment portfolio by selling larger cap names that don't seem to have any catalysts that will cause them to rise in the near future and looking to add more smaller cap names.  Part one of the post ( ended up being so long that I decided to break it up into two posts.  Here's part two.  [more]



Two MLPs with great stories that should cause their shares to outperform

February 23, 2013 – Comments (11) | RELATED TICKERS: OKS , NGLS.DL , WPX

I know that I said that I would talk more about my recent real money moves, but I'm about to go out to dinner and am short on time, so I thought that I'd share these two interesting stocks tat I just found in Barron's instead. Both of them are great because they don't just have high yields or dividend growth because that's what the analysts are forecasting.  They have real stories that should cause their shares to rise significantly over the next couple if years.  I love "story" stocks that have catalysts. I just added them both to my CAPS portfolio.  Here's my quick pitches:  [more]



Reshaping my portfolio, two sales and one buy

February 21, 2013 – Comments (0) | RELATED TICKERS: KRFT.DL , MDLZ

In my recent post about analyzing my portfolio to sell the stocks that no longer have catalysts and tilt it more towards small caps and away from large caps (link), I alluded to two recent real money sales and one purchase stating that I would talk about them when I was allowed.  Here's the details:  [more]



One that got away

February 20, 2013 – Comments (3) | RELATED TICKERS: GGP

I've started usnig the "Watch List" in CAPS to follow companies that I have sold to see how they perform after I liquidated my position in them.

Anyhow, I just noticed that there is a few older stocks still left in there from when I used to use the watch list several years ago that I had forgotten all about. Here's a good one:

Start Date: 05/29/09
Stock: GGP
Start Price: $1.31
Current Price: $20.00
Return: +1431.59%
S&P Return: +67.86%
Outperformance: +1363.72

HA, should have bought that one with real money, or at least real CAPS ponits :).

Deej  [more]



Improving My Portfolio Management

February 19, 2013 – Comments (5) | RELATED TICKERS: AWK

Last week, I posted a detailed analysis of my real-world investment portfolio here in CAPS (link).  When I initially began writing this post, it was more for entertainment purposes.  I love talking about investing and this was a chance for me to do so with people who are interested in the same subject.  However, I ended up learning what I believe is some valuable lessons from the exercise.  [more]



Detailed Portfolio Analysis...How Are We Really Doing?

February 13, 2013 – Comments (8)

CAPS is a really fun game, but I've never felt as though it was a completely accurate gague of how one's investments have done.  When you eliminate shorting all of the pump and dump scams and leveraged ETFs and actually close positions when you would in real-life it comes close, but I wanted a more detailed analysis of my personal investment track record, so I went to my broker.  Charles Schwab, was never one for fancy reports and portfolio analysis (at least not that I knew of). However, they seem to have made a number of changes for the better since the last time I checked out the available features.

Today I found both a portfolio analysis tool that analyzes by investments by type and even better analyzes my returns versus various benchmarks.

First for my portfolio weighting. As you will be able to see, while they have been amazing investments in their own right, the monster slug of corporate bonds that I picked up during the credit crisis (when yields were the most attractive relative to Treasuries that I have ever seen in my life) has acted as a huge headwind for my overall performance during the recent bull market. Does that bother me? It might have in the past, but not today. I love the stead stream of income that they provide me with that I can plow into new equity investments. Furthermore, I love the safety that they provide me and my family...and that's ultimately why I invest. I'm not some hedge fund manager who will lever up and place risky bets hoping to maximize the "20" part of "2 and 20" and then just say "Oh well" if things blow up and walk down the street to start another fund. This is my real savings for real people who I love. Anyhow, onto the portfolio breakdown:

Asset Class:   [more]



A new jockey to follow

February 10, 2013 – Comments (0) | RELATED TICKERS: AL

The type of special situation that I am going to use for this pick is called a jockey play. That means that you find an entrepreneur who has successfully started a business in the past and sold it for a large profit who is starting a new venture that you can get in on on the ground floor.  [more]



A new lesson learned, don't automatically sell a stock when the original thesis doesn't play out

February 09, 2013 – Comments (0) | RELATED TICKERS: ROC.DL

I have extolled the virtues of Rockwood Holdings several times in here over the past several months. My original pitch for the stock t least in CAPS was back in October. It went something like this:  [more]



Riding the Coattails of Activist Investors is a Profitable Strategy

February 03, 2013 – Comments (6) | RELATED TICKERS: QEP , AGU , ROC.DL


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