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portefeuille (99.56)

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August 03, 2009 – Comments (22)



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i like contra-indicators!

22 Comments – Post Your Own

#1) On August 03, 2009 at 8:55 AM, portefeuille (99.56) wrote:

some week end posts.

... #1

... #2

... #3 (an alternative to following the over 3 million "caps" game calls, hehe ...)

Does CAPS score correlate with performance?

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#2) On August 03, 2009 at 8:56 AM, portefeuille (99.56) 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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#3) On August 03, 2009 at 9:01 AM, portefeuille (99.56) wrote:

sorry, ...#3 does also present an alternative to following the over 3 million "caps" game calls, but I had ... #1 in mind!

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#4) On August 03, 2009 at 9:24 AM, portefeuille (99.56) wrote:



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green shoots!

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#5) On August 03, 2009 at 10:31 AM, portefeuille (99.56) wrote:

another contra-indicator

 

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#6) On August 03, 2009 at 12:47 PM, portefeuille (99.56) wrote:












 

chinese market, S&P 500 index, hot air ballooning and much more ...


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Robin Griffiths joined Phillips & Drew in 1966, having taken a degree in Economics at Nottingham University. He went on to be a partner at WI Carr, the first British stock broker to have offices in Hong Kong and Tokyo. Part of this firm was acquired by Grieveson Grant, with whom Robin enjoyed a stay in Japan. In 1986 Robin joined James Capel, which was already owned by HSBC. He stayed 
there until normal retirement age, and during that period travelled all over the world to meet their extended client base. For the last six years of that employment Robin was resident in New York. 

Having left HSBC Investment Bank in 2002, Robin then joined Rathbones as Head of Global Investment Strategy, where he stayed until 2008. He is currently the Technical Strategist for Cazenove Capital and manages the Worldwide Absolute Return hedge fund.

Robin has been a regular on CNN, CNBC, Reuters and Bloomberg TV. He is a committee member and former chairman of the international Federation of Technical Analysts, and former chairman, now fellow, of the British Society of Technical Analysts. A keen sailor, Robin has crossed the Atlantic five times, setting a new British record in 1984 with Sir Robin Knox-Johnston.

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(from here)

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#7) On August 03, 2009 at 3:37 PM, portefeuille (99.56) wrote:

lost my "outperform top position" but still 6 players in the top11, hehe.

well, who cares about top lists ...

 



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#8) On August 03, 2009 at 5:42 PM, portefeuille (99.56) wrote:

Actions Semiconductor Reports Second Quarter 2009 Results

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#69) On March 05, 2009 at 11:47 AM, portefeuille (99.99) wrote: ACTS - 1.37 - outperform

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(from here)

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#9) On August 03, 2009 at 7:18 PM, portefeuille (99.56) wrote:

Advanced Life Sciences Receives Complete Response Letter From FDA for Restanza(TM) (Cethromycin) in Community Acquired Pneumonia

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#10) On August 03, 2009 at 7:39 PM, portefeuille (99.56) wrote:

Repros Therapeutics Inc. Suspends Dosing of Proellex® and Provides Update on Financial Status

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#609) On July 25, 2009 at 11:12 PM, portefeuille (99.99) wrote: RPRX - 2.66 - outperform (high risk!)

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(from here)

 

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#11) On August 03, 2009 at 10:38 PM, portefeuille (99.56) wrote:

performance of the "outperform" calls made here.

(dividends not included. this is the relative change for the period starting at the time the call was made and ending today. so this is performance, not outperformance measured against the benchmark. there may be errors in the list)

ticker rel. change

HGSI 2750.00%
VVTV 1100.00%
SEH 808.72%
CENX 770.27%
BGP 625.45%
NVAX 596.92%
GMK 566.67%
FITB 559.59%
GTCB 520.00%
DNDN 502.70%
BLC 465.45%
BCS 436.32%
IFNNY.PK 425.32%
LVS 405.53%
ACAS 376.00%
STEC 367.11%
F 365.36%
IMMU 357.29%
SOA 353.03%
MIC 322.34%
PMI 316.67%
KFN 309.09%
UIS 300.00%
ING 292.69%
EBKDY.PK 283.92%
PSM.DE 282.26%
BAC 281.09%
SWCEY.PK 275.46%
FEED 273.81%
CSE 262.40%
IP 259.32%
AFFX 258.49%
DOW 249.46%
CRAY 244.30%
CROX 235.04%
UNCFF.PK 235.01%
EXAS 234.88%
MEDQ 228.74%
AIXG 219.41%
ARA 216.95%
OREX 213.23%
CTV 212.49%
AIB 209.09%
IO 208.51%
ISIS 206.99%
EXPE 205.17%
JBL 199.69%
HUN 198.61%
VIP 196.95%
VECO 194.98%
BIOS 189.95%
WYNN 186.03%
COF 185.88%
HERO 183.24%
BRCD 182.21%
AHD 181.62%
CERS 180.95%
XRTX 178.57%
OPWV 177.78%
BBV 175.41%
STD 175.00%
MAC 174.52%
ATN 172.33%
AXA 172.16%
HLX 170.83%
HKXCF.PK 169.01%
YMI 165.22%
TMRK 164.96%
HIG 163.39%
CLS 162.91%
MTW 162.75%
MTL 162.73%
TRBN 161.05%
SKX 160.76%
GNK 160.52%
SKS 159.90%
LYG 159.29%
THQI 158.80%
HL 156.69%
OPY 155.88%
MGM 155.14%
PDS 154.27%
CSIQ 151.16%
CMZ 151.11%
XL 150.70%
FLEX 150.68%
LDK 149.89%
X 149.88%
DDR 148.76%
MITI 148.41%
TWI 146.99%
FALC 146.30%
XOMA 145.74%
AAUKY.PK 145.48%
AWC 144.31%
ESIO 143.70%
ALU 143.44%
AER 143.33%
TSL 142.57%
WFC 141.80%
JDSU 140.24%
RBS 138.45%
FIG 138.34%
QLTI 138.26%
CEDC 138.10%
ISRG 137.35%
XTNT 135.00%
MEE 134.55%
CSR 134.03%
LOCM 133.89%
SLM 133.51%
GTI 130.09%
BNP.PA 129.89%
MT 128.96%
XTXI 128.72%
DWSN 127.46%
C 127.14%
IDT 126.09%
AA 124.60%
NEWP 123.67%
FCY 123.03%
SNDK 121.04%
OWW 120.42%
JAVA 118.85%
LUNMF.PK 118.06%
QSC.DE 116.67%
SSRX 116.26%
INCY 115.70%
TSFG 115.29%
HTM 114.81%
NMR 114.73%
IPSU 114.06%
CX 113.57%
SYMX 113.04%
EVTC 112.43%
ATW 112.13%
IRE 111.01%
RSX 110.22%
BLDP 110.00%
FCEL 109.09%
SWIR 108.82%
DAI 108.73%
HWD 108.39%
BRY 105.74%
TS 105.31%
PCX 103.31%
NYT 102.91%
DBOEF.PK 102.52%
VIGN 102.12%
BASFY.PK 100.96%
NTES 100.88%

...

...

...

ATPG 10.07%
TTES 9.94%
IVG.DE 9.94%
OCLR 9.91%
BQI 9.88%
RJA 9.70%
FRS.DE 9.42%
ERPLQ.PK 9.38%
JJG 9.25%
GILD 9.17%
CRA 8.91%
ROG.VX 8.82%
PTM 8.16%
ILMN 7.95%
NTII 7.46%
OPTV 7.14%
SOW.DE 6.30%
AHII 6.25%
DT 5.70%
HIT 5.48%
YHOO 5.20%
ESLR 4.98%
AMD 4.76%
VOW3.DE 4.12%
AIQ 3.28%
CIT 3.00%
HALO 2.95%
ENER 2.89%
TGT.DE 2.75%
EXEL 2.73%
BK 2.39%
LGND 2.39%
POT 2.13%
PGNX 1.57%
AKAM 0.37%
IPG 0.35%
ACOR -0.54%
HEI.DE -0.90%
ALV.DE -1.56%
STEM -1.73%
ANPI -1.75%
NCS -2.50%
CRIS -2.76%
EV4.DE -3.16%
SWV.DE -4.00%
AMAG -4.44%
M3V.DE -5.21%
CRME -5.22%
ROS -5.23%
NBIX -5.90%
OSIP -6.59%
FSLR -6.96%
BITI -7.59%
NTDOY.PK -7.87%
MGM -8.02%
SGL.F -8.33%
GENZ -11.16%
ZQK -11.42%
JAV -12.86%
MYGN -13.69%
QCE.DE -14.40%
GHDX -14.59%
GPC.DE -15.09%
GGWPQ.PK -15.22%
GSIG -17.33%
ABK -17.39%
RHIE -18.13%
UNG -18.94%
TSCM -19.46%
WNR -20.68%
ARYX -22.02%
SLTC -22.04%
PEIX -22.92%
CGY.DE -23.66%
PLUG -25.00%
ABII -25.77%
APM.DE -26.47%
ANSV -28.64%
ANDS -30.00%
CPD -30.75%
BBI -32.73%
OMEX -44.70%
RPRX -50.75%
SQNM -57.45%
ARO.DE -75.88%
EPIX.OB -96.61%

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#12) On August 03, 2009 at 10:42 PM, portefeuille (99.56) wrote:

The average performance is ca. 89.49%. The average "holding period" (the period starting at the time the call was made and ending today) is about 3 months.

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#13) On August 04, 2009 at 12:41 AM, KingTag (< 20) wrote:

Hey portefeuille.

I'm getting into investing and drowning myself in investment knowledge and advice.  I've checked out some books from the library by Benjamin Graham. 

 I love the way you keep responding to your own posts - a lot of knowledge is there.  If you have any other advice for reading material, I'd love to read it.  This would be in a message, but I'm not sure how to do that yet.

 I saw your posts on UltraLong's Biotech rant.  My question:  What do you think about Inovio Biomedical Corp. (INO)?

I was lucky enough to make profit on the first two days, and I'm considering re-entering it for a longer time within a few months.  Their H1N1 appears to be unique in that it basically acts like a virus itself, by entering cells and replicating itself.  Supposedly, this makes it so much more adaptable that the vaccine may eventually be able to stop all strains of influenza with a single vaccine.

If you respond can you link me to some good knowledge on the subject?

tia

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#14) On August 04, 2009 at 12:44 AM, KingTag (< 20) wrote:

Oh, and you'll probably enjoy that I found two Fool articles posted by a single author on the same day titled "Three reasons to sell today" and "Three reasons to buy today."  I wish I had kept a link.  The sad part is two of the three reasons were very similar, they were just phrased either optimistically or pessimistically.

That was the day I stopped reading Fool articles, haha.

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#15) On August 04, 2009 at 10:16 AM, portefeuille (99.56) wrote:

Cray Inc. Reports Second Quarter 2009 Financial Results

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#16) On August 04, 2009 at 10:30 AM, portefeuille (99.56) wrote:

What do you think about Inovio Biomedical Corp. (INO)?

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...

SAN DIEGO--(BUSINESS WIRE)--Inovio Biomedical Corporation (NYSE AMEX: INO) (“Inovio”), a leader in DNA vaccine design, development and delivery, announced today the closing of the sale, directly to institutional investors, of 11,111,110 shares of its common stock and warrants to purchase up to 2,777,776 additional shares of its common stock, resulting in cash proceeds to Inovio Biomedical of approximately $30 million. Inovio expects to receive net proceeds of approximately $28.5 million after deducting placement agent fees and other offering expenses. Each unit, consisting of one share of common stock and a warrant to purchase approximately 0.25 of a share of common stock, was sold for a purchase price of $2.70. The warrants to purchase additional shares will be exercisable at an exercise price of $3.50 per share beginning six months after issuance and will expire six months from the date they are first exercisable.

...

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(from here)

I had not looked at that company yet. But the terms of that offering look okay, so I guess it is not what people around here like to call a "complete scam". As to when to sell, that depends on a lot of things. If you bought it for some value investing reasons than those reasons might have disappeared or become less compelling after that recent rise of the stock price. You should also consider tax issues and selling part of what you have, adding to your position or using options as a hedge are options. Just don't try to hedge a single biotech stock by buying a put on anything but that stock. QQQQ, SPY or even NBI puts would be highly inefficient. The latest post by checklist34 may be helpful!

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#17) On August 04, 2009 at 10:34 AM, portefeuille (99.56) wrote:

Some stuff to read can be found in this post and this one (as is usually the case some of the "good stuff" is in the comment sections of those.).

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#18) On August 04, 2009 at 10:47 AM, portefeuille (99.56) wrote:

the lost 3 months in my quest to catch bravobevo, hehe ...

 

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#19) On August 04, 2009 at 11:50 AM, portefeuille (99.56) wrote:

Facet Biotech Announces Daclizumab Program in Multiple Sclerosis to Advance

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#8) On February 24, 2009 at 2:44 PM, portefeuille (99.99) wrote: FACT - 6.65 - outperform

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(from here)

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#20) On August 04, 2009 at 12:46 PM, portefeuille (99.56) wrote:

Financial stocks climb, led by jump in MBIA

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On February 27, 2009 at 9:59 AM, portefeuille (99.99) wrote: MBI - 2.90 - outperform

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#21) On August 05, 2009 at 1:08 AM, KingTag (< 20) wrote:

The fact that a direct offering was opened and closed so quickly at a price higher than the market seemed promising - but I could be terrible mistaken, haha.

 You've noted the success of zzlangerhans in the biotech market - perhaps he'll have more specific insight.  Thanks for the links.

 

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#22) On August 05, 2009 at 1:32 AM, portefeuille (99.56) wrote:

than those

then those

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