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portefeuille (99.65)

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August 26, 2009 – Comments (33)

performance update

 

 

33 Comments – Post Your Own

#1) On August 26, 2009 at 3:38 PM, portefeuille (99.65) wrote:








 

 

 

relative change (in %) for the stocks that are the objects of "outperform" calls made here.

(dividends not included. this is the relative change (in %) for the period starting at the time the call was made and ending ca. 08/26/09 3 p.m. ET. so this is performance, not outperformance measured against the benchmark. there may be errors in the list)

average relative change: ca. 95.43%.

 

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#2) On August 26, 2009 at 3:38 PM, dragonLZ (99.40) wrote:

Where is it?

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#3) On August 26, 2009 at 3:45 PM, dragonLZ (99.40) wrote:

Porte, I asked you not to do this kind of stuff in this post.

Please don't ruin it all with your bregging about incredible, once in a lifetime returns...

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#4) On August 26, 2009 at 10:18 PM, portefeuille (99.65) wrote:

ANSV investment presentation

Anesiva, Inc. and Arcion Therapeutics Announce Merger Agreement

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#315) On March 25, 2009 at 10:06 AM, portefeuille (99.99) wrote: ANSV - 0.28 - outperform

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(from here)

currently at ca. $0.33. 

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#5) On August 27, 2009 at 1:00 AM, portefeuille (99.65) wrote:

Hardinge vs. Hurco: Price vs. Value?

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#1) On August 13, 2009 at 11:15 PM, portefeuille (99.99) wrote: HDNG - 4.60 - outperform

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(from here)

currently at ca. $5.23. 

 

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#6) On August 27, 2009 at 9:41 AM, portefeuille (99.65) wrote:

UCB and Immunomedics Announce Positive Results for Epratuzumab Phase IIb Study in Systemic Lupus Erythematosus (SLE)

UCB, Immunomedics drug shows promise for lupus

 

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#307) On March 25, 2009 at 1:46 AM, portefeuille (99.99) wrote: IMMU - 0.96 - outperform

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#548) On July 11, 2009 at 9:41 AM, portefeuille (99.99) wrote: IMMU - end outperform - 2.43 - no new rating

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currently at ca. $6.31.  

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#7) On August 27, 2009 at 11:11 AM, portefeuille (99.65) 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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#8) On August 27, 2009 at 11:51 AM, NYCFOOLIO (< 20) wrote:

Hey Port,

Wanted to get your thoughts on some of your picks between all your caps id's 1-12...

AmriWNRARIACRMEBRYBX

i am thinking about adding these to my caps...only because they have "not taken off" yet like so many of your other outperform picks...are there any from the ones I have listed that you like more than others?

 

Also, are there any that you especially like that I have not listed? Thanks.

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#9) On August 27, 2009 at 11:52 AM, NYCFOOLIO (< 20) wrote:

sorry - bad format

 

AMRI...WNR...ARIA...CRME....BRY...BX

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#10) On August 27, 2009 at 11:58 AM, NYCFOOLIO (< 20) wrote:

Port -

 regarding IMMU; any more room to grow to help my CAPS?...thanks

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#11) On August 27, 2009 at 12:41 PM, portefeuille (99.65) wrote:

regarding IMMU; any more room to grow to help my CAPS?

The easy few hundred percent have been made, I guess. You can of course still add them, but I currently don't really have an "opinion" on them.

...only because they have "not taken off" yet

That is something I do once in a while, looking at the worst calls of others that usually make "alright" calls. If a stock has recently "underperformed" it is a good idea to spend quite a bit of time on finding reasons for that underperformance.

CRME is waiting for FDA approval of vernakalant (iv). Feuerstein writes about it here.

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I don't think anyone really understands why the FDA has held up approval of Cardiome's drug intravenous vernakalant for what is now almost 18 months (dating back to the original FDA decision date in January 2008). 

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I like that one best of the ones you mentioned above.

Also, are there any that you especially like that I have not listed?

Yes, I have some favourite ones but I don't have a list. I should make one.

 

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#12) On August 27, 2009 at 12:53 PM, NYCFOOLIO (< 20) wrote:

thanks Port!!!

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#13) On August 27, 2009 at 12:56 PM, NYCFOOLIO (< 20) wrote:

thanks Port!!!...

would the list of your favorites include those that have made crazy gains already; or a list of your favorite out perform calls that have "not taken off" yet?

would love to see that...thanks again

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#14) On August 27, 2009 at 1:12 PM, portefeuille (99.65) wrote:

That list would "take into consideration" the current stock prices and the "news flow" (things that have changed). That is why I can't just type down the tickers in a brainstorm fashion.

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#15) On August 27, 2009 at 1:29 PM, portefeuille (99.65) wrote:

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YM BioSciences Shares Soar Nearly 70% On Heavy Volume >YMI

NEW YORK (Dow Jones)--Shares of YM BioSciences Inc. (YMI) soared 68% Tuesday on nearly 11 times the normal daily volume.

Analysts said they weren't sure what was driving the stock higher, and the company said in a statement that its policy is not to comment on unusual market activity.

...

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#113) On March 06, 2009 at 2:17 PM, portefeuille (99.99) wrote: YMI - 0.23 - outperform

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#579) On July 13, 2009 at 3:22 PM, portefeuille (99.99) wrote: YMI - end outperform - 0.53 - no new rating

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#16) On August 27, 2009 at 1:35 PM, portefeuille (99.65) wrote:

Analysts said they weren't sure what was driving the stock higher, and the company said in a statement that its policy is not to comment on unusual market activity.

Maybe my list has caught on (and they either did not get to comment #579 or they pay attention to this comment, hehe ...

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#597) On July 21, 2009 at 8:43 AM, portefeuille (99.99) wrote:
warning

after the "disaster" that comment #595 turned out to be I would advise everyone to listen to my "outperform" calls and maybe my "underperform" calls, but not to my "end outperform/underperform" calls.
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#17) On August 27, 2009 at 1:35 PM, portefeuille (99.65) wrote:

hehe ...

hehe ...).

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#18) On August 27, 2009 at 2:21 PM, portefeuille (99.65) wrote:

NCI Building Systems Obtains Extension of Waivers From Its Bank Group and Has Entered Into Negotiations With Convertible Noteholders and Clayton, Dubilier & Rice for an Amended Transaction

NCI says private-equity investment delayed, shares fall

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#508) On May 22, 2009 at 8:15 AM, portefeuille (99.98) wrote: NCS - 4.40 - outperform

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currently at ca. $2.70.

 

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#19) On August 27, 2009 at 3:32 PM, NYCFOOLIO (< 20) wrote:

hint hint - good caps play?  hehe

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#20) On August 27, 2009 at 7:29 PM, portefeuille (99.65) wrote:

Not sure about NCS. Maybe it is not such a great idea to focus on my "losers".

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#21) On August 27, 2009 at 7:34 PM, portefeuille (99.65) wrote:

Dell Improves Business Performance Through Continued Execution of Strategic Agenda

 

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#263) On March 19, 2009 at 1:15 AM, portefeuille (99.99) wrote: DELL - 9.72 - outperform

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#759) On August 27, 2009 at 7:32 PM, portefeuille (99.99) wrote: DELL - end outperform - 16.02 - new rating: market perform

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#22) On August 28, 2009 at 8:44 AM, NYCFOOLIO (< 20) wrote:

ok Port...will keep looking and reading...thanks...and maybe one day everyone can enjoy your list of favorites...good luck...

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#23) On August 28, 2009 at 1:06 PM, portefeuille (99.65) wrote:

Facet Biotech and Trubion Announce Worldwide Collaboration for the Development and Commercialization of TRU-016

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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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#177) On March 13, 2009 at 1:15 PM, portefeuille (99.99) wrote: TRBN - 1.72 - outperform

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#570) On July 13, 2009 at 8:06 AM, portefeuille (99.99) wrote: TRBN - end outperform - 2.62 - no new rating

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FACT is currently at ca. $10.38.

TRBN is currently at ca. $5.51. 

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#24) On August 28, 2009 at 1:33 PM, portefeuille (99.65) wrote:

VION.OB - Briefing Document for the Oncologic Drugs Advisory Committee(pdf)

I have not made a call on VION.OB. Currently at ca. $3.61.

 



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#25) On August 28, 2009 at 3:18 PM, portefeuille (99.65) wrote:

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Government to provide key data on extent of stake in Nama institutions

ARTHUR BEESLEY, Senior Business Correspondent

THE GOVERNMENT is preparing to provide key data next month on the ultimate extent of the State’s likely shareholding in the institutions participating in the National Asset Management Agency (Nama).

Sources say Minister for Finance Brian Lenihan will, at the start of the Dáil debate on Nama next month, set out the likely requirement for new capital in each participating bank and building society when €90 billion in loans move to the new agency.

Although the plans are still tentative and may be subject to change, the Government would do this by telling “a story” in respect of the impact of the Nama process on all of the institutions. This may well include data as to the likely level of loan impairments in each institution and the resulting impact on their core capital.

It remains to be seen if the Government would specifically set out the likely level of new capital required in each case, but sources say the level of information set out will be such that the calculations will be made within the market.

Sources say varying levels of State ownership of key institutions may be implied by the data. This could include the State taking a majority shareholding in certain cases, they say. However, they emphasise that State shareholdings would be conditional on the institutions failing to raise new capital from private sources.

A key strand of the Nama plan is that the Government hopes private investors will come forward.

If they do not, the Government has indicated that any new State capital going into Allied Irish Banks (AIB) and Bank of Ireland would go in as pure equity.

Certain sources believe an indication that the State is prepared as a result of the Nama process to take a big or a majority shareholding in some of the main institutions might ease passage of the legislation through the Oireachtas.

Canadian Imperial Bank of Commerce (CIBC), which is known to have made an informal investment proposal to AIB, indicated yesterday that is considering acquisitions outside Canada that can be funded from excess capital generated by its main businesses.

Its chief executive, Gerald McCaughey, said there were opportunities in “many jurisdictions that we have and are looking at”.

While not specifying an opportunity, he said CIBC was more interested in buying assets instead of institutions in the US or making investments with partners.

AIB said this month it had received an approach from an unidentified third party seeking to take a minority stake, but said the talks were conditional on the outcome of the Nama process. – (Additional reporting, Bloomberg)

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#312) On March 25, 2009 at 6:35 AM, portefeuille (99.98) wrote: AIB - 1.65 (0.61 EUR*2) - outperform
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#429) On April 07, 2009 at 1:00 PM, portefeuille (99.98) wrote: IRE - 5.72 - outperform
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#521) On June 02, 2009 at 1:20 PM, portefeuille (99.98) wrote: AIB - end outperform - 5.12 - no new rating
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#638) On July 31, 2009 at 10:24 PM, portefeuille (99.98) wrote: IRE - end outperform - 11.42 - new rating: market perform
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AIB is currently at ca. $7.89. 

IRE is currently at ca. $15.27. 

 

 

 

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#26) On August 28, 2009 at 3:40 PM, portefeuille (99.65) wrote:

Tiffany Reports Second Quarter Results; Earnings of $0.46 Per Share Exceed Expectations

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#241) On March 17, 2009 at 4:08 PM, portefeuille (99.98) wrote: TIF - 20.25 - outperform
#472) On April 25, 2009 at 1:12 AM, portefeuille (99.98) wrote: TIF - end outperform - 28.71 - no new rating
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Currently at ca. $37.44.

 



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#27) On August 29, 2009 at 5:17 AM, portefeuille (99.65) wrote:

Mexico Stocks Raised at Banco Santander, Brazil Cut

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#28) On August 29, 2009 at 5:23 AM, portefeuille (99.65) wrote:

some stocks I am currently holding.

Allgeier (AEI.DE), BASF (BAS.DE), Bayer (BAY.DE), Daimler (DAI.DE), Deutsche Bank (DB), EMC (EMC), Facet Biotech (FACT), Henkel pref. (HEN3.DE), Infineon (IFX.DE), KSB pref. (KSB3.DE), Porsche pref. (PAH3.DE), Qiagen (QGEN), SAP (SAP), Sequenom (SQNM), Siemens (SI), Telefónica (TEF), ThyssenKrupp (TKA.DE), VW pref. (VOW3.DE).  

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#29) On August 29, 2009 at 5:44 AM, portefeuille (99.65) wrote:

some "early adopters". players that had portefeuille as one of their favourites on 04/15/09.

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50Ozi, aguadaboca, AikenDrumm, Alex1963, anchak, Anvil13, aracer, arisktaker, belfairinvestor, brightsideLP, btown819, cclem1, charliephajej8, chushogi, d1david, DaretothREdux, DarkToast, dave4567b, degaston, Donnernv, dusand, EclecticRecluse, EggplantWizard, epc53, FAHayek, foolsMeThrice, FreundInvesting, FunesDMemorious, gman444, GNUBEE, GoodVibe4Ever, grfotb, harini17, huddaman, imtishman, intersub, jamasony2, joeguice, jowenmofield, kdakota630, kuvholt2, LawfordCap, LeftBeachFool, leohaas, leviin, linguist999, Liudvikas, madcowmonkey, MattH42004, mogruith, mymini, nottheSEC, NUCMODEL, persistentone, phc19, rancidx3, reallan, REITDUDE, rottys, russiangambit, slycal, soden1, SolarisKing, SteamedCrab, SuperPicks, Tastylunch, threepaweddog, TigerPack, translator999, tsperbeck, tssjr03, valueandprice, valuemoney, volatilitydecay, yasabes.

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players that have portefeuille as one of their favourites on 08/29/09.

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01123581321, 50Ozi, A6Bogie, abetrader, abitare, adventure818, afrescue, agasman, AGCAPS, aguadaboca, AikenDrumm, ajm101, Alex1963, alexpaz, AlizéeJacotey, AllStarPortfolio, alon2k5, amruthp, anchak, AndreylikesMTL, anticitrade, antonpr, Anvil13, aracer, arisktaker, ARJTurgot, ArniusG, asm1679, awallejr, B0n3Z, bandersonga, Barebonez, bassnman45, Bays, Bbyndsnushuz, belfairinvestor, Betty2903, biffinnh, Big50Shooter, BigFatBEAR, bigroosterdaddy, binve, BlueInsight, bluelionfan, bmialone, Boum, bpivar84, brightsideLP, bronco7874, BShaw010, btown819, bubuzim, BuildingWings, ButterflyOne, c4men41, camistocks, CapcCing, CaptBS, cbwang888, cclem1, cclogic77, cdubbies, CharlieBombay, charliephajej8, chrapco, chunley1234, citsonga, cjhopper98, ckm4k98, comicguy81, craftmacaroni, creek138, crh8578, crimsonwhite, cruze223, cthomas1017, Cugini03, CVMp, cwlawrence, d1david, DaretothREdux, DarkToast, darthwohl, database2, dave4567b, Deepfryer, DeformedIncision, degaston, Deliman8, Denstock, devilinside, dlwaz, Doggity, Donnernv, dragonLZ, dusand, EclecticRecluse, Economico, edwjm, EggplantWizard, eightysixed, ekid9, elhewpointer, Energeez, epc53, ericdelage, Evlampius, EyeT4Me, FAHayek, faris2far, farmernot, finabuddy, firetiger77, FishSRQ, FleaBagger, fmahnke, fmahnke, foolsMeThrice, fransgeraedts, FreeMortal, FreundInvesting, FSUSully, FunesDMemorious, garyrg, GBIGD, Gemini846, GenevaProdigy, GenSkill, georcole, gerbs87, getrichdietrying, ghostman55, Gingerbreadman55, GlobalTraveler, gman444, gmint7, GNUBEE, goDAWGgo, goldfishka, gonelong, gonesurfin, GoodVibeStars, goodwinc, GorillaGorilla, grfotb, Gumfactor, HAHMD, Hamouy, hanginout, harini17, hblyth1, helicopterfool, HiggyHiggs, hitch55125, hn100, hrtrader, HSPV, huddaman, imtishman, intersub, ironhorse23, isinghu, isusan, jajex1, Jakalonikono, Jakalonikono, JakilaTheHun, JakilaTheHunII, jamasony2, janis1023, jarlers5x4, javijag, jchoover, jdgee2, jemsa, jimrausch, jlmjlm77, JLustig555, jmclr, jmt587, joe56680, joeguice, jowenmofield, jtpaul, Judochop172, kamuirei, kathleen4567b, kcapeci, kdakota630, kefkayuki, kgreger, kristiisland, kstarich, kuvholt2, lavender57, LawfordCap, LeftBeachFool, leohaas, leviin, linguist999, lisakurt, Liudvikas, louisbecke, madcowmonkey, magnym, Mallulover, MarginCallMcW, marketbadger, Markets101, martiantrader2, Mary953, MattH42004, mbc22, mcosta528, mgiv, michaelforbes, mikecart1, MikeGi, mikekruk, mikwilly, miltargus, minimidgy, mistermiranga, mjbredemus, ml262, mmwmmr, mogruith, Momentum21, monster963, MoodyMoose, mrindependent, mvgiardina, mxh5000, mygoldengoal, mymini, N4MILLS, nativecrafts, neumann101, nihilkillsmemore, NorCalTrader, northcutt0, nottheSEC, NUCMODEL, Number1CramerFan, NYCFOOLIO, onthewallst, ovrsxdunderpaid, Parg, paulsl59, pchristoph, persistentone, phc19, PizzeriaMan, pj19, pmsilva, Predaking, PrestonCheek, pv355, quantguy313, rancidx3, rawjtb, rd80, reallan, recklessfier, recklessfire, redfox18, REITDUDE, RenormalizationG, repleteidiocy, rexlove, rickruz, riverhavoc, rkcustom, RLAprof, robstuck, rockguit, RootnToot, Roto1177, rottys, RSSWG, rudcpr, RussDavis, Russe115, russiangambit, RussWild, rustyph, Sace1683, salemma, SameAsYesterday, sandiegoteacher, ScientistSteve, seajab, Seano67, sentinelbrit, sha99lom, Skillsltd, Sleeper1688, slycal, soccerboi262, soden1, SolarisKing, soypollo, Sozurmama, spundun, star1000, SteamedCrab, stills999, stockcommander, stockfreak1, stocki711, sumbawa, sunshinegirl62, SuperCharge, SuperPicks, superspur2020, swank9, swee75, swingtrader930, tad40, tahoestock, Tajtej, targetphil, Tastylunch, Taurus1679, tbear66442, tcss007, tdoodler, TDRH, teachthetrade, Telehound, tgarci2, TheBiggestD, TheBigLab, thejriley, thelongviewman, TheMegamomo, Thingschange, ThoughtfulFool, threepaweddog, TigerPack, TigerPackFund, timetodrive, TMEBenBenBen, TMFBreakerJava, TMLonggun, tonylogan1, topsecret09, TourPhare, tquill, tracyall, trailandsurf, translator999, tsperbeck, tssjr03, tuffsledding, Ulenspiegel101, UltraLong, usubanas, valueandprice, vdbergh, volatilitydecay, volumewhiz, waelazer, walt373, Weequay2, Wiiz, william0509, williamsullivan8, WUTAMAN2214, yasabes, yingyan2009, zzlangerhans.

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#30) On August 30, 2009 at 5:21 AM, portefeuille (99.65) wrote:

update

 








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#31) On August 30, 2009 at 6:07 AM, portefeuille (99.65) wrote:

current number of "outperform" calls in that list: 551. average relative change: ca. 97.48%. average "holding period": maybe close to 4 month.

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#32) On August 30, 2009 at 7:51 AM, portefeuille (99.65) wrote:

I left out the GM "outperform" call.

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#107) On March 06, 2009 at 11:43 AM, portefeuille (99.98) wrote: GM - 1.27 - outperform
#274) On March 22, 2009 at 12:04 AM, portefeuille (99.98) wrote: GM - end outperform - 3.06 - no new rating
#527) On June 09, 2009 at 2:00 PM, portefeuille (99.98) wrote: GMGMQ.PK - 1.49 - underperform

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#33) On September 03, 2009 at 2:24 AM, portefeuille (99.65) wrote:

best biotech/pharma/instruments calls

 

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