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September 04, 2009 – Comments (16)

Now that my list of calls has received 29 recommendations I have the feeling that I should explain again what this list is. It is my first post and I thought it was a good idea mentioning Hugh Hendry and James Simons at the beginning, so I did. Starting on February 18 I then used that post to make some calls on stocks and funds. There are several reasons for me using that list instead of one of my by now 12 "caps" game players (portefeuille -> portefeuille12). The stock/fund that is the object of that call might have been "currently not ratable" in the "caps" game or I might have run out of "vacancies" (200 active calls limit) or I might have thought the call would turn out to be a "great" call. The vacancies where no problem when I had starting the mass production of new players in March, so most of the calls on that list are there because the stock/fund was not ratable or I wanted to "show off" a little ...

As some have found out and as I keep telling everyone around here (I think I will slow down my promoting efforts somewhat since the publicity appears to be more or less "adequate" by now ...) most of those calls were not bad and this story would have a pretty, happy end if it were not for me wanting more. I want to make new calls and also to somehow answer the "what next" question for the old calls. Making new calls is no problem, I think I could make hundreds a week but I am not sure I won't end up with a cramerlike track record and that would certainly not count as a happy end. What is a problem to some degree is to take care of my babies once they have seen the light of day. Those few "underperform" calls I don't really care about (and neither should you, I guess).

pre July 23 a switch from "outperform" to "no new rating" was usually meant as an advice to "take some profit/loss" (I think there was never a loss to take).

post July 23 I used a switch from "outperform" to "market perform" to give the "take some profit/loss" advice and used the switch to "no new rating" as an advice to sell most or all of the shares or to at least not blame me for whatever happens to the stock after that.

Well as long as I had the feeling that no none pays any attention to my list this "sloppiness" was alright I guess. I think it might be good idea to from now on use the comment section of my at that future point in time most recent blog post to write a short explanation whenever I change a call from my list.

16 Comments – Post Your Own

#1) On September 04, 2009 at 7:33 AM, portefeuille (99.61) wrote:

had starting

had started

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#2) On September 04, 2009 at 7:36 AM, portefeuille (99.61) wrote:

won't

wouldn't

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#3) On September 04, 2009 at 7:39 AM, portefeuille (99.61) wrote:

be good idea

be a good idea

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#4) On September 04, 2009 at 7:59 AM, portefeuille (99.61) wrote:

************************************************************************************

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

(should be the last comment or close to that)                                                                

************************************************************************************

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#5) On September 04, 2009 at 8:04 AM, portefeuille (99.61) wrote:

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#462) On April 23, 2009 at 4:18 AM, portefeuille (99.99) wrote: AIXG - 7.05 (5.41 EUR) - outperform

#649) On August 01, 2009 at 10:43 PM, portefeuille (99.99) wrote: AIXG - end outperform - 16.58 - new rating: market perform

#769) On September 04, 2009 at 12:38 AM, portefeuille (99.99) wrote: 000660.KS - 16.79 (20850 KRW) - outperform

#770) On September 04, 2009 at 4:03 AM, portefeuille (99.99) wrote: 011070.KS - 122.84 (152500 KRW) - outperform

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AIXTRON (AIXG), Samsung Electro-Mechanics (000660.KS) and LG Innotek (011070.KS) are all "players in the LED arena".

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#6) On September 04, 2009 at 8:09 AM, portefeuille (99.61) wrote:

#769) On September 04, 2009 at 12:38 AM, portefeuille (99.99) wrote: 000660.KS - 16.79 (20850 KRW) - outperform

#764) On September 02, 2009 at 4:31 AM, portefeuille (99.99) wrote: 009150.KS - 79.49 (99100 KRW) - outperform

Samsung Electro-Mechanics (000660.KS)

Samsung Electro-Mechanics (009150.KS)

 

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#7) On September 04, 2009 at 8:15 AM, portefeuille (99.61) wrote:

AIXTRON is the one I like best and if you have some you might want to keep them. I have written about AIXTRON and LED stuff in the comment section of this post.

 



enlarge

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#8) On September 04, 2009 at 10:15 AM, NYCFOOLIO (< 20) wrote:

hey Port...is this the symbol on Nasdaq for AIXTRON? want to make sure

 

http://www.google.com/finance?client=ob&q=NASDAQ:AIXG

Also, what/who is this?

#769) On September 04, 2009 at 12:38 AM, portefeuille (99.99) wrote: 000660.KS - 16.79 (20850 KRW) - outperform

#770) On September 04, 2009 at 4:03 AM, portefeuille (99.99) wrote: 011070.KS - 122.84 (152500 KRW) - outperform

thanks...good luck

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#9) On September 04, 2009 at 10:18 AM, NYCFOOLIO (< 20) wrote:

also for AIXTRON - is this a 3-5 yr outperform play or shorter?

 Trying to get some accuracy pts here on caps...thanks man

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#10) On September 04, 2009 at 3:17 PM, NYCFOOLIO (< 20) wrote:

all you lucky people who actually bought FACT in real life...what a way to end the week...man - atleast my CAPS score will go up...sigh....congrats...

 

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#11) On September 04, 2009 at 5:04 PM, portefeuille (99.61) wrote:

Yes, I own some FACT shares. I did not follow today's action between 9:50 and 4:50, so I completely missed the rise. You were the first to let me know, nycfoolio. Makes this an even better day, I guess. And time for another look at two of my favourite videos, hehe.

talk by klarman (more on this here!)

 

and

 

 

 

 

 

 

 

 

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#12) On September 04, 2009 at 5:07 PM, portefeuille (99.61) wrote:

Do what I want cause I can and if I don't
because I wanna be ignored by the stiff and the bored
because I'm gonna.
Spit and retrieve cause I give and receive
because I wanna gonna get through your head what the mystery man said
because I'm gonna.
Hate to say I told you so.
I do believe I told you so.
Now it's all out and you knew cause I wanted to.
Turn my back on the rot that's been planning the plot - because I'm gonna.
No need for me to wait - because I wanna.
No need two, three and too late - because I'm gonna.
Hate to say I told you so.
I do believe I told you so.
Do what I please gonna spread the disease
because I wanna gonna call all the shots for the "No"s and the "Not"s
because I wanna.
Ask me once I'll answer twice cause what I know I'll tell
because I wanna.
Sound device and lots of ice I'll spell my name out loud
because I wanna, oh yeah?

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#13) On September 04, 2009 at 5:25 PM, portefeuille (99.61) wrote:

009150.KS is the Reuters ticker for Samsung Electro-Mechanics (1).
011070.KS is the Reuters ticker for LG Innotek (1).

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#14) On September 04, 2009 at 5:42 PM, portefeuille (99.61) wrote:

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Paul Julius Reuter noticed that, with the electric telegraph, news no longer required days or weeks to travel long distances. In 1850, the 34-year-old Reuter was based in Aachen, close to the borders with the Netherlands and Belgium, and he began using the newly opened Berlin–Aachen telegraph line to send news to Berlin. However, there was a 76-mile (122 km) gap in the line between Aachen and Brussels, the Belgian capital city and the financial center of that country. Reuter saw there was an opportunity to speed up news service between Brussels and Berlin by using homing pigeons to bridge that gap in the telegraph lines.

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(from here)

I have passed the House under the roof of which Reuters had his pigeons quite a few times.

and I have read this quite a few times

often eating the pizza I got from here.

 

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Mit 40 Brieftauben schuf Paul Julius Reuter 1850 eine Nachrichten-Luftbrücke, um die Lücke in der Telegrafenverbindung zwischen Brüssel und Aachen zu schließen. Es waren überwiegend Börsenmeldungen, die von Reuters Agenten in verschiedenen Städten Europas gesammelt und in Brüssel abgeliefert wurden. Mit der wichtigen Fracht im Gefieder flogen die Tauben "schneller als die Eisenbahn" nach Aachen zurück. Reuters Mitarbeiter nahmen die Nachrichten auf dem Dach des Hauses in der Pontstraße 117 in Empfang und leiteten sie an die Haupthandelsplätze weiter. Bereits ein Jahr später waren alle wichtigen Verbindungen im Telegrafennetz geschlossen und Reuter gab das Aachener Büro auf. Er wanderte nach London aus und gründete dort im Oktober 1851 jene Nachrichtenagentur, die unter dem Namen Reuters zu einem der erfolgreichsten Unternehmen der Informationsbranche wurde.

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(from here)

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Why do you like AIXG compared to others?

Part of it might be home bias (they are a spin-off of my university). And it is the "pick and shovel" thing. Do look at the presentation. Lots of pictures, really easy going ...)

...

Part of it might be home bias (they are a spin-off of my university).

Actually I have spent around 30 minutes of my life waiting at LED traffic lights that they sponsored. I think it was they were the first in the world at the time!

Actually I despise "on the ground" research (see comment #14 here). But I just could not help notice it since a sign next to the traffic lights told you about it. And it was usually at night and I was the first and only one waiting for the red light to fade. It was somewhat disturbingly bright. okay enough of that ...

...

The only applications in which I have found LED's to be acceptable is basically accent lighting.

The traffic lights were alright. Actually a little too bright, but I guess they did that on purpose. You don't like LED screens? Or was that just on the CFL vs. LED issue?

-------------------------

(from here)

 

unrelated

 

 

 

 

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#15) On September 05, 2009 at 12:02 AM, NYCFOOLIO (< 20) wrote:

hey port...congrats man on FACT...that was fast....

 what about AIXG? what time period of outperform would you give it? 1 yr? 3 yrs? 

price target?

 thanks...on to read your FACT post now

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#16) On September 05, 2009 at 12:18 AM, portefeuille (99.61) wrote:

-------------------------

#462) On April 23, 2009 at 4:18 AM, portefeuille (99.99) wrote: AIXG - 7.05 (5.41 EUR) - outperform

#649) On August 01, 2009 at 10:43 PM, portefeuille (99.99) wrote: AIXG - end outperform - 16.58 - new rating: market perform

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It is currently at ca. $20.43. I am really not sure whether it is a good idea to buy the shares now. The 52w low was at 2.92 EUR. So maybe one could buy "a few" shares, wait for a year and then take a fresh look.

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