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portefeuille (99.60)

biopharmaceuticals XNPT

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July 07, 2010 – Comments (9)

I just bought some XNPT shares making XNPT shares my fourth-largest position (around 2% of the portfolio, see comment #11 here).

9 Comments – Post Your Own

#1) On July 07, 2010 at 10:33 AM, portefeuille (99.60) wrote:

These are currently my largest portfolio positions (ordered by current value of the position).

1 EMC - EMC shares (around 21% of the portfolio),

2 ATPG - ATP Oil & Gas shares (around 11%),

3 EMC call options (around 3%),
4 XNPT - XenoPort
 (around 2%)
5 ATPG call options (around 1%),

6 DBK:GR (DB) - Deutsche Bank,

7 VGK - Vanguard European ETF,

8 BP/:LN (BP) - BP,
9 FOLD - Amicus,

10 EPI - WisdomTree India Earnings Fund.

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#2) On July 07, 2010 at 1:59 PM, portefeuille (99.60) wrote:

Germany will win against Spain tonight by the way ...

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#3) On July 07, 2010 at 11:02 PM, sentinelbrit (85.31) wrote:

Your portfolio must have a long tail. I am going to buy EMC. I own BAC and C, but am thinking Bbva and bcs might be decent value, particularly BCS.

Sorry about the game. But Spain played really well. I think it was the first team the German players really respected and it showed. I think Spain will beat Holland.

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#4) On July 07, 2010 at 11:10 PM, portefeuille (99.60) wrote:

Your portfolio must have a long tail.

The "tail" of the portfolio is filled with "left-overs". I almost never sell all shares of a position. The "top 10" positions still usually make up around 40% of the vaue of the portfolio.

I think it was the first team the German players really respected and it showed.

That may very well be true. Especially considering the way they played in the first few minutes of the game ...

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#5) On July 07, 2010 at 11:16 PM, WallstreetKnight (39.53) wrote:

So whats the Gem in XNPT's lineup after this fall from grace?

 

 

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#6) On July 07, 2010 at 11:36 PM, portefeuille (99.60) wrote:

#5 I still have not given up on XP13512 for RLS.

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#7) On July 07, 2010 at 11:50 PM, portefeuille (99.60) wrote:

GlaxoSmithKline and XenoPort Receive FDA Complete Response Letter for Horizant(TM) (GSK1838262/XP13512) for RLS

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#8) On July 08, 2010 at 4:31 PM, ibitegirls (< 20) wrote:

Hi portefeuille,

could you explain why you chose EMC for such a large part of your portfolio? Is because its not very volatile or because your expecting it to grow in the future?

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#9) On July 08, 2010 at 4:59 PM, portefeuille (99.60) wrote:

#8 I like VMW ('EMC still owns over 80% of the VMW shares, I think) and the EMC storage business. It is a somewhat boring position, so I might sell a few shares in the next few months.

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