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portefeuille (99.60)

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September 10, 2009 – Comments (15)

performance update

 








 

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. 09/09/09 4 p.m. ET. so this is performance, not outperformance measured against the benchmark. there may be errors in the list)

average relative change: ca. 100.96%.

 

15 Comments – Post Your Own

#1) On September 10, 2009 at 3:18 AM, portefeuille (99.60) wrote:

As usual 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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#2) On September 10, 2009 at 5:28 AM, portefeuille (99.60) wrote:

some of the "best" biotech/pharma/instruments calls

 

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#3) On September 10, 2009 at 1:55 PM, portefeuille (99.60) wrote:

FACET BIOTECH CORP at Thomas Weisel Partners Healthcare Conference Thursday, September 10, 2009 4:25 p.m. ET

the presentation

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#4) On September 11, 2009 at 9:50 AM, portefeuille (99.60) wrote:

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

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

I have a second list of calls here.

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#5) On September 11, 2009 at 9:53 AM, portefeuille (99.60) 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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#6) On September 11, 2009 at 9:56 AM, portefeuille (99.60) wrote:

Discovery Labs and FDA to Meet On September 29, 2009 to Discuss Potential Path for SURFAXIN Approval

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#23) On September 05, 2009 at 10:42 AM, portefeuille (99.98) wrote: DSCO - 0.49 - outperform (high risk!)

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(from here)

currently at ca. $0.69.

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#7) On September 11, 2009 at 10:28 AM, portefeuille (99.60) wrote:

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#23) On April 15, 2009 at 12:41 PM, portefeuille (99.99) wrote:
I am not sure whether there is a deeper reason for not being able to see who the players are that have selected a certain player as one of their "favourites" (if A f B means that B is one of A's favourite players then you can find all B such that A f B easily (see comment #17 above), but it would be hard to find all A such that A f B).
Here ist the list of all A such that A f "portefeuille":
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.
I often have quite a few players in the list of my favourite players (which from time to time I empty) that are ranked high in the game and that I ab(use) as contra-indicators (to do the opposite of what they do often seems reasonable) but my way of choosing picks is better described in comment #9 of an earlier post. 
 Probably some portefeuille "haters" in the list above ...

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(from here)

 

update

01123581321, 2ndTimothyCh3, 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, Ayax2006, 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, Chromantix, chunley1234, citsonga, cjhopper98, ckm4k98, comicguy81, craftmacaroni, creek138, crh8578, crimsonwhite, cruze223, cthomas1017, Cugini03, CVMp, cwlawrence, d1david, DaretothREdux, DarkToast, darthwohl, database2, dave4567b, DEALWITHTHEDAY, Deepfryer, DeformedIncision, degaston, Deliman8, Denstock, devilinside, dkilgour16, dlwaz, Doggity, Donnernv, dragonLZ, dusand, Dyslan, EclecticRecluse, Economico, edwjm, eesha2009, EggplantWizard, eightysixed, ekid9, elhewpointer, elizabethzen, Energeez, epc53, ericdelage, Evlampius, expatriot08, 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, hatshept, hblyth1, helicopterfool, HiggyHiggs, hitch55125, hn100, hrtrader, HSPV, huddaman, imtishman, intersub, ironhorse23, isinghu, isusan, Ja50n934, 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, marilyn66, marketbadger, Markets101, martiantrader2, Mary953, MattH42004, mbc22, mcosta528, mgiv, michaelforbes, mikecart1, MikeGi, mikekruk, mikwilly, miltargus, minimidgy, mistermiranga, mjbredemus, ml262, mmwmmr, mogruith, Momentum21, monster963, MoodyMoose, moropus, Motioncreator, mrindependent, muleman35, mvgiardina, mxh5000, mygoldengoal, mymini, N4MILLS, nativecrafts, neumann101, nihilkillsmemore, NorCalTrader, northcutt0, nottheSEC, NUCMODEL, Number1CramerFan, NVTreasureHunter, NYCARPETCLEANERS, NYCFOOLIO, oncebittenx2shy, onthewallst, ovrsxdunderpaid, Parg, pateras, paulsl59, pchristoph, persistentone, phc19, PizzeriaMan, pj19, pmsilva, Predaking, PrestonCheek, 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, Schneezy, ScientistSteve, seajab, Seano67, sentinelbrit, sha99lom, skeptic86, Skillsltd, Sleeper1688, slycal, soccerboi262, soden1, SolarisKing, soycapital, 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, thegunfighter, thejriley, thelongviewman, TheMegamomo, Thingschange, ThoughtfulFool, threepaweddog, TigerPack, TigerPackFund, timetodrive, TMEBenBenBen, TMFBreakerJava, TMLonggun, tomfoolme, tonylogan1, topsecret09, TourPhare, tquill, tracyall, trailandsurf, translator999, tsperbeck, tssjr03, tuffsledding, Ulenspiegel101, UltraLong, unclemikestu, urmoneyurlife, usubanas, valueandprice, vdbergh, volatilitydecay, volumewhiz, waelazer, walt373, Weequay2, Wiiz, william0509, williamsullivan8, WUTAMAN2214, Xabbo, yasabes, yingyan2009, zzlangerhans

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#8) On September 11, 2009 at 11:07 AM, portefeuille (99.60) wrote:

update (see this post)



enlarge

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#9) On September 11, 2009 at 11:53 AM, portefeuille (99.60) wrote:

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Sept. 11, 2009, 4:13 a.m. EDT

TomTom upgraded to buy from neutral: Goldman Sachs

MADRID (MarketWatch) -- Dutch satellite navigation device maker TomTom was upgraded to buy from neutral at Goldman Sachs in a note to investors on Friday. The investment bank said TomTom's current valuation still "understates the likely potential" for the company's auto OEM opportunity. Goldman added the company to its conviction buy list with an 18-month price target of 17 euros from 10 euros, implying a 47% upside. "The key aspect to our positive view is that the assumption of an adoption rate of around 20% for built-in, lower procurement cost, satellite navigation for European Passenger Cars by 2011 drives an 11% revenue increase for our 2011 forecasts," said Goldman. Key risks to the downside nclude "cannibalization" of retail satellite navigation by mobile phones and pre-installed devices for cars, said Goldman.

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#443) On April 20, 2009 at 5:33 AM, portefeuille (99.99) wrote: TOM2.AS - 6.04 (4.66 EUR) - outperform
#677) On August 08, 2009 at 3:06 AM, portefeuille (99.99) wrote: TOM2.AS - end outperform - 12.08 (8.52 EUR) - new rating: market perform
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#10) On September 11, 2009 at 12:49 PM, portefeuille (99.60) wrote:

Ruling Against Ratings Firms a 'Game-Changer': Einhorn

 












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#11) On September 12, 2009 at 1:15 AM, portefeuille (99.60) wrote:

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Seth Klarman Sells Facet Biotech (FACT) Shares & His Entire Horizon Lines (HRZ) Position

Seth Klarman's hedge fund Baupost Group has sold shares of Facet Biotech (FACT) as detailed in recent SEC filings: a Form 4 and an amended 13D. On September 4th, 2009 Klarman sold 867,532 shares with the bulk of those orders going through at prices of $15.434 and $15.393. The amended 13D now shows Baupost Group (and related entities) owning a 14.2% stake in FACT with 3,506,875 shares remaining. FACT of course was recently subject to a buyout bid from Biogen Idec (BIIB) whereby they would acquire all FACT shares for $14.50 a share in cash. Shares of FACT were trading around $8.79 before the bid and they now trade at around $15.95, currently at a premium to BIIB's offer. On Tuesday, the Facet Biotech Board of Directors came out and deemed Biogen's offer "inadequate." Then on Wednesday, Biogen reiterated their proposal to acquire all the shares at $14.50. Shares of FACT are up 66% year to date. We'll continue to watch these developments with interest as this all comes long after we've covered all the movements relating to Baupost's stake in FACT.

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#12) On September 12, 2009 at 1:18 AM, portefeuille (99.60) wrote:

Seth Klarman Sells Facet Biotech (FACT) Shares & His Entire Horizon Lines (HRZ) Position

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#13) On September 12, 2009 at 5:44 PM, DEALWITHTHEDAY (73.58) wrote:

Portefeuille,

Allot of activity on your caps. Sector Rotation?

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#14) On September 12, 2009 at 6:02 PM, portefeuille (99.60) wrote:

Allot of activity on your caps. Sector Rotation?

No, just ending of some "outperform" calls on stocks that have "gone up enough" and starting of new ones. The "favourite" sectors have not changed.

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#15) On September 13, 2009 at 12:14 PM, DEALWITHTHEDAY (73.58) wrote:

Thanks.

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