Use access key #2 to skip to page content.

portefeuille (99.60)

September 2009

Recs

12

Ellipsis

September 30, 2009 – Comments (30)

---------------------------------  [more]

Recs

16

Ellipsis

September 25, 2009 – Comments (71)

-----------------------------------------   [more]

Recs

3

Ellipsis

September 24, 2009 – Comments (16)

I guess I am "moving towards lower beta stock" but I don't really have to do anything to achieve that, the companies are doing it for me ...  [more]

Recs

11

,,,

September 19, 2009 – Comments (30)

some "sector champions" (from here)  [more]

Recs

6

Ellipsis

September 16, 2009 – Comments (47)

performance update   [more]

Recs

6

Ellipsis

September 15, 2009 – Comments (17)

update  [more]

Recs

6

Ellipsis

September 13, 2009 – Comments (25)

new calls made in September on my list of calls (which now has received 35 recommendations, so I guess someone is reading it).   [more]

Recs

2

Ellipsis

September 10, 2009 – Comments (15)

performance update  [more]

Recs

7

Ellipsis

September 04, 2009 – Comments (49)

FACT update.  [more]

Recs

7

Ellipsis

September 04, 2009 – Comments (10)

As Klarman tells you biotech investing can be value investing.

 


Recs

4

Ellipsis

September 04, 2009 – Comments (16)

Now that my list of calls has received 29 recommendations I have the feeling that I should explain again what this list is. It is my first post and I thought it was a good idea mentioning Hugh Hendry and James Simons at the beginning, so I did. Starting on February 18 I then used that post to make some calls on stocks and funds. There are several reasons for me using that list instead of one of my by now 12 "caps" game players (portefeuille -> portefeuille12). The stock/fund that is the object of that call might have been "currently not ratable" in the "caps" game or I might have run out of "vacancies" (200 active calls limit) or I might have thought the call would turn out to be a "great" call. The vacancies where no problem when I had starting the mass production of new players in March, so most of the calls on that list are there because the stock/fund was not ratable or I wanted to "show off" a little ...  [more]

Recs

5

Ellipsis

September 03, 2009 – Comments (14)

all the technical analysis you need.  [more]

Featured Broker Partners


Advertisement