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portefeuille (98.81)




July 29, 2009 – Comments (10)

players that have me as one of their "favourites"

zzlangerhans apparently all of his blog posts are great. We differ in our biotech calls and opinions at times but for you the great advantage is that he does not keep his opinions to himself. He of course is the master of biotech around here, an emergency room physician (I believe) and should be back out of Africa by now.


Is this metric based on the assumption that all monies not invested in equities are placed in an S&P index fund? Why make this assumption? Why not cash? Or an S&P short fund? Or grade A Colombian white? If the market is going to tank, I want to be short or I want to be out. I don't want to be long in equities that don't suck quite as much as the others. And if you devalue the scores of the market callers, how will I know who to listen to?



is currently busy on his farm, is somewhat dissatisfied with the way his projects are developing (why aren't you guys participating? see his AllStarPortfolio project!), likes to read the works of philosophers.

anchak, ac360

from India, mathematics, science background, knows what he is doing to a somewhat scary extent. His daughter likes to use the word "spooky". likes value investing, "mechanical investing", technical analysis.


does not write very much but I have the feeling he would make the mathematics, computer science elite around here.


practicing the words of the great warren buffet will be greatly rewarding.  The top players here can't shift gears even though this is when your supposed to buy.  I don't know if you've noticed but their scores have mostly flatlined.  So in all of this turmoil, since October I've gone from 4000 points to 9000 caught up and passed those I thought were unreachable.  And I thought this was a bear market.



another one apparently unable to write bad blog posts.

I promised not to repeat my favourite camistocks quote. He lives in Switzerland. Parents are Russian and ? (I forgot) and they used to speak French at home, learned Italian in school, like chansons from the 60s, made quite a bit of money in the 90s. Likes to work/live at night.

checklist34 (does NOT have me as one of his "favourites", but currently has just one "favourite" so I guess it is not that easy to make the list and as a serial commentator in my blog posts I think he should be included here) 

family from Norway. Uncle in the Canadian parliament (something like that), serial entrepreneur. memories of girlfriends, cars, parties. Sold (part of?) his last enterprise to invest in the stock market. Is about to leave the stock market and invited everyone to a party where he lives.  


(to be continued)




10 Comments – Post Your Own

#1) On July 29, 2009 at 12:24 PM, anchak (99.91) wrote:

Thanks! You and I hopefully will have the chance to have a beer together some day



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#2) On July 29, 2009 at 2:54 PM, madcowmonkey (< 20) wrote:


Here is a link to some cool adds. I didn't have anything else to say.


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#3) On July 29, 2009 at 6:24 PM, portefeuille (98.81) wrote:


a guide to my blog posts can be found in the comment section to this post

(should be or should be close to the last comment)                                                                


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#4) On July 29, 2009 at 9:09 PM, portefeuille (98.81) wrote:

Japan Factory Output Rises 2.4%, Fourth Monthly Gain

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#5) On July 29, 2009 at 9:38 PM, portefeuille (98.81) wrote:

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#6) On July 30, 2009 at 5:16 PM, TigerPack1 (33.56) wrote:

And what have you learned about TigerPack?

Except that he/she wants you to send your 5 best CAPS selections to the email address?

Has anyone done the real math on the Yahoo! deal with Microsoft?

I come up with $1.4-$1.8 billion in free cash flow generation yearly in about 18 months for Yahoo!, depending on your outlook for the economy and the deal's success, versus a current market capitalization of around $20 billion.  Subtract a net $6 billion in liquid assets and long-term securities (ownership stakes in other web ventures globally) and you get this free cash flow for about $14 billion from the operating business, net, on a $14 share price!!!

Considering Yahoo! is working hard to be "the" leader in content in the U.S. and globally, and is unveiling a new design with extensive partnerships with Facebook, Ebay and nearly everyone else that's important on the Internet, how is this exactly a bad deal????

In the end Yahoo will still retain ownership rights to its collection of data gathered the past 15 years, and can reinvest the $6 billion sum on hand and the $1.5 billion in new profits each year into NEW money making content and website businesses.

I love their startegy and believe Yahoo! is one the clear winners in both the internet ad space and the future integration of all media that is now coming together with the digital TV switch-over in the U.S.

Disclosure: I was buying Yahoo! (YHOO) stock all day long.

$50 price target per share in 18-24 months.

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#7) On July 30, 2009 at 7:14 PM, portefeuille (98.81) wrote:

I am not so sure about YHOO but pretty sure that Ballmer is an idiot.


Ballmer: I’ve gotta say, I’m surprised at the market’s reaction. If you said to a man from Mars who just arrived: Somebody gets 88% of their revenue, close to 100% of gross margin, and they’re going to get rid of R&D operating expense – it sounds like a lot of money to Yahoo and to Microsoft. So, the man from Mars would think this is a pretty good deal.


(from here)

I spot at least one contradiction and one redundancy in the bold face part.




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#8) On July 30, 2009 at 9:18 PM, portefeuille (98.81) wrote:

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#9) On July 31, 2009 at 4:51 AM, recklessfier (< 20) wrote:

My thoughts exactly TigerPack.  It makes no sense to me why YHOO stocks would drop as they did, considering this should be a significant boost to earning.

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#10) On July 31, 2009 at 10:09 AM, portefeuille (98.81) wrote:

Anadys Pharmaceuticals Receives FDA Clearance of Phase II Protocol to Study ANA598 in Combination With Interferon-Alpha and Ribavirin in HCV Patients

Anadys Pharmaceuticals Reports Second Quarter 2009 Financial Results and Program Highlights

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