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portefeuille (99.60)

May 2010

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3

düsseldorf2

May 30, 2010 – Comments (15)

I have spent most of my life living in or very close to Düsseldorf. Apparently it is not considered the worst place to live in ...   [more]

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6

brainstorm

May 27, 2010 – Comments (11)

Maybe we could do a little brainstorming session. I do have an idea but as I am not familiar with the details I have no idea whether it is a useful one. Has some list of suggestions that have already been made been published? Is a detailed "problem description" available (including details of the "status quo"? Has anyone of the "caps" game players submitted a suggestion?

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8

20 minutes delay cancel feature

May 27, 2010 – Comments (22)

That's it. I am really getting tired of geeting enraged by this bug (see comments #20,57 here).  [more]

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17

ATPG

May 25, 2010 – Comments (137)

I have just added to my ATPG position (at 11.55 USD).

ATPG shares are now my second largest position (the largest are still EMC shares and call options). My average buying price is now around 13 USD.

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7

fund trades3

May 22, 2010 – Comments (339)

As usual I will post the trades I make and some performance statistics. I will add a list showing all positions or all trades or some "background information" related to the trades occasionally.

What this "fund" is about is described here.

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15

chart5

May 19, 2010 – Comments (82)

update of the usual figure displaying the S&P 500 index (see this post).   [more]

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5

Samsung Electro-Mechanics

May 19, 2010 – Comments (18)

I have written about "light/led stocks" quite a bit and mentioned Samsung Electro-Mechanics (009150:KS) a few times (see here). I have just added it to my list of current favourites.  [more]

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4

vacuum2

May 17, 2010 – Comments (9)

On March 20, 2010 I wrote this post on the "Lehman vacuum".  [more]

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12

changes

May 13, 2010 – Comments (17)

I just re-read this post by zzlangerhans, written March 30,2009.  [more]

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30

chart4

May 12, 2010 – Comments (31)

update of the usual figure displaying the S&P 500 index (see this post).  [more]

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1

ifo

May 12, 2010 – Comments (10)

------------    [more]

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8

Santander

May 10, 2010 – Comments (22)

My favourite bank stock currently is Banco Santander (SAN:SM, STD). A few more "European stock" recommendations are here. I think it is the next stock I will buy.

 

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23

Europe

May 09, 2010 – Comments (46)

I think it is a good idea to "be overweight" European equities currently (I think more or less every other "assets group" (except for call options on European equities, hehe ...) will do worse over the next few weeks) ...

 

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13

chart3

May 06, 2010 – Comments (45)

update of the usual figure displaying the S&P 500 index (see this post).  [more]

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8

biopharmaceuticals ITMN

May 04, 2010 – Comments (35)

I think it might be a good idea to buy a few ITMN shares in extended or regular trading. It is currently at around 10.48 USD.

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2

biopharmaceuticals Algeta

May 03, 2010 – Comments (16)

Algeta is a Norwegian company that a few might have seen mentioned after they announced a deal with Bayer for Alpharadin.  [more]

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1

MDAX

May 02, 2010 – Comments (8)

The MDAX is a German "mid cap" index.   [more]

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3

positions

May 02, 2010 – Comments (21)

These are currently my largest holdings.  [more]

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0

scores

May 01, 2010 – Comments (0)




























































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