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Momentum21 (80.66)

Current M21 RL Positions - Feb 2011

Recs

6

February 02, 2011 – Comments (39) | RELATED TICKERS: SAN , ATPAQ , HAWKQ.DL

STD 6.62% T 5.08% MSFT 4.79% ATPG 4.73% RJET 4.71% CSCO 4.41% GNK 3.94% ABT 3.90% HAWK 3.75% NYT 3.55% DSCO 3.24% USB 2.85% NBG 2.84% AZN 2.59% CSR 2.50% ARNA 2.30% MNTA 2.21% HRB 2.17% NEXS 2.05% MWA 1.94% RXII 1.91% MRNA 1.85% GLCH 1.84% TSYS 1.82% ALNY 1.76% VICL 1.73% HEAT 1.71% IKAN 1.68% SVNT 1.57% IDRA 1.44% EXAS 1.41% MAXY 1.40% LOCM 1.38% ANDS 1.30% EMC 1.30% AIB 1.23% TSON 1.20% SAYCY.PK 1.14% MDC 1.08% DJSP 1.05%

When is that little HAWK gonna fly? 

How long until I completely exit China? Please go private at $6.25 now.

How did AIB get back into the fold?

I need to trade a couple for another builder.

Hopefully STD says goodbye to the nines forever. : )

Resistance is now support...so they say...onward and upward! 

39 Comments – Post Your Own

#1) On February 02, 2011 at 1:41 AM, portefeuille (99.60) wrote:

the charts.

EMC does not seem to fit. No trouble for the last 2 years or so ...

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#2) On February 02, 2011 at 2:04 AM, Valyooo (99.60) wrote:

GNK gives me shivers, love STD though

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#3) On February 02, 2011 at 10:14 AM, JakilaTheHun (99.94) wrote:

STD is a great bank, but I find myself torn on holding them due to the Euro situation. I continue to be long, and it's my one and only Euro stock; but I can't help but to believe that things are only going to get worse for the PIIGS post-austerity.  I'm hoping Latin America and Germany can offset that for STD.

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#4) On February 02, 2011 at 11:36 AM, portefeuille (99.60) wrote:

and Germany

Santander Further Expands in Germany

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#5) On February 02, 2011 at 1:37 PM, Momentum21 (80.66) wrote:

#1 - you inspired my EMC investment...it definitely does not belong with this group...much too good! I actually sold some off last month...

#2 - GNK was a Babo inspired investment. I have been accumulating. There are about 20 stocks here that would give most the shivers...GNK is not a standout IMO.  I was a little early with GNK but I can see that being a 10% holding before long... : )

#3 - I have no idea how one would value a bank like STD. I do know that they have been acting pretty healthy, expanding and more diversified then most think. They were a well run bank before the crisis and I will take my chances with them vs BAC any day of the week. With BAC you are just playing a recovery/catch up and still have lots of ??'s...with STD you have a dividend plus the potential of significant appreciation.

Their price still reflects the bumpy road ahead for the EU...I hope... : )  

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#6) On February 02, 2011 at 4:02 PM, Momentum21 (80.66) wrote:

Sold 40% or NEXS at 2.43 

Sold 25% of NYT @ 10.74 (earnings in the AM, solid runup going in)

Added to MWA @ 3.66 (75%) - couldn't decide whether to sell it all or buy more today.  : ) 

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#7) On February 03, 2011 at 2:09 PM, Momentum21 (80.66) wrote:

Sold all of the AIB @ .735 (2% loss)

Added to DSCO (60%) @ 2.86 (can't let Porte go solo)  

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#8) On February 04, 2011 at 10:06 AM, Momentum21 (80.66) wrote:

Sold all of HEAT @ 5.01

KV_A up 160% today...painful.  

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#9) On February 04, 2011 at 4:10 PM, Momentum21 (80.66) wrote:

Sold 40% of RJET @ 6.23

Bought FNMA @ .6811 (replaces my spec play with AIB) : ) 

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#10) On February 08, 2011 at 10:10 AM, Momentum21 (80.66) wrote:

bought 1% position in ALIM @ 8.83

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#11) On February 08, 2011 at 4:05 PM, Momentum21 (80.66) wrote:

sold 25% of ARNA @ 1.67

sold 20% of MRNA @ 1.14  (just trimming where I felt a little overextended) : )

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#12) On February 10, 2011 at 9:51 AM, Momentum21 (80.66) wrote:

double CSCO @ 19.39

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#13) On February 11, 2011 at 3:38 PM, Momentum21 (80.66) wrote:

double VICL @ 1.70

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#14) On February 11, 2011 at 4:12 PM, Momentum21 (80.66) wrote:

sold 33% of CSR @ $5.43

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#15) On February 16, 2011 at 10:01 AM, Momentum21 (80.66) wrote:

added DSCO at 2.08 

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#16) On February 16, 2011 at 10:01 AM, Momentum21 (80.66) wrote:

added DSCO at 2.08 

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#17) On February 16, 2011 at 2:07 PM, Momentum21 (80.66) wrote:

Sold some of the VICL shares from #13 @ 1.87

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#18) On February 16, 2011 at 2:30 PM, Momentum21 (80.66) wrote:

Sold some of the MWA shares from #6 @ 4.18

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#19) On February 16, 2011 at 2:51 PM, Momentum21 (80.66) wrote:

doubled the HAWK at $4.30

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#20) On February 16, 2011 at 2:59 PM, EnigmaDude (87.24) wrote:

Your hands must be bloody from trying to catch all those falling knives!  And I thought I was a risk-taker...

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#21) On February 16, 2011 at 3:54 PM, Momentum21 (80.66) wrote:

sold #19 (75%) at 4.22...missed...more blood... : ) 

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#22) On February 17, 2011 at 2:23 PM, Momentum21 (80.66) wrote:

sold 33% of RXII @ 2.02

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#23) On February 17, 2011 at 4:06 PM, Momentum21 (80.66) wrote:

Sold the rest of that add-on piece of HAWK @ 4.45 (#19/21)

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#24) On February 18, 2011 at 11:50 AM, Momentum21 (80.66) wrote:

Sold 25% of GNK @ 12.70

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#25) On February 22, 2011 at 1:18 PM, Momentum21 (80.66) wrote:

Double TSON @ 3.54

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#26) On February 22, 2011 at 1:18 PM, Momentum21 (80.66) wrote:

Double TSON @ 3.54

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#27) On February 22, 2011 at 1:52 PM, Momentum21 (80.66) wrote:

Double ALIM @ 7.85

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#28) On February 22, 2011 at 1:58 PM, Momentum21 (80.66) wrote:

Sold 50% HAWK at 4.07

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#29) On February 22, 2011 at 2:39 PM, Momentum21 (80.66) wrote:

Sold 40% of HRB

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#30) On February 22, 2011 at 2:42 PM, Momentum21 (80.66) wrote:

#29 (sold @ 14.24) 

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#31) On February 23, 2011 at 11:32 AM, Momentum21 (80.66) wrote:

1% position of DCTH started @ 6.79

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#32) On February 23, 2011 at 4:02 PM, Momentum21 (80.66) wrote:

added 1.5% position of SNSSD @2.17

sold 33% ALIM @ 8.05

sold 20% of ALNY @11.34 

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#33) On February 24, 2011 at 3:40 PM, Momentum21 (80.66) wrote:

Double DCTH @ 6.17(from #31) - was going to wait until the 5's...decided it was go time.

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#34) On February 24, 2011 at 4:01 PM, Momentum21 (80.66) wrote:

Closed CSR @ 4.52 (now they can go private in the AH for 6.00) 

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#35) On February 28, 2011 at 10:20 PM, Momentum21 (80.66) wrote:

doubled up IDRA today at $2.57 

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#36) On March 01, 2011 at 2:35 PM, Momentum21 (80.66) wrote:

added CEDC @14.79

added XPRT @ .1522 

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#37) On March 01, 2011 at 3:04 PM, Momentum21 (80.66) wrote:

sold 33% of VICL @ 2.20

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#38) On March 02, 2011 at 12:40 PM, Momentum21 (80.66) wrote:

initiated SPEX @ .460

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#39) On March 02, 2011 at 4:15 PM, Momentum21 (80.66) wrote:

Sold 33% more HAWKQ @ 6.17 (closed today at $6.42)

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