Use access key #2 to skip to page content.

portefeuille (99.50)

IDT

Recs

3

March 19, 2010 – Comments (27)

on 05/16/09 westcoast777 wrote this (see here).

-----------

I thought it would be interesting to have everyone comment and share ideas on high growth stocks for the next year and beyond.

-----------

my suggestion at the time.

----------- 

#2) On May 16, 2009 at 10:49 PM, portefeuille (99.97) wrote: SNDK, SQNM, ELN, CDE, IDT.

-----------

update on the "results".

SNDK 13.90 -> 32.20 (ca. +131.65%),
SQNM 3.03 -> 5.46 (ca. +80.20%),
ELN 6.61 -> 7.30 (ca. +10.44%),
CDE 13.70 -> 15.61 (ca. +13.94%),
IDT 1.54 -> 6.83 (ca. +343.51%),

average ca. +115.95%,
S&P 500 index 882.88 -> 1161.21 (ca. +31.53%).

So the somewhat "unlikely" winner so far is IDT, a stock that apparently very few care about (see here) ...

 

27 Comments – Post Your Own

#1) On March 19, 2010 at 11:04 AM, portefeuille (99.50) wrote:



enlarge

 



enlarge

Report this comment
#2) On March 19, 2010 at 11:16 AM, portefeuille (99.50) wrote:

IDT is currently one of my largest positions (see comments #1,5 here and this post including comment #4).

-----------

#401) On March 28, 2009 at 10:08 PM, portefeuille (99.97) wrote: IDT - 1.15 - outperform

#899) On December 09, 2009 at 4:56 PM, portefeuille (99.97) wrote: IDT - end outperform - 4.16 - new rating: market perform

-----------

(from here)

Report this comment
#3) On March 19, 2010 at 11:53 AM, anchak (99.84) wrote:

I did my friend - they have a very curious business model - one has to admit that.

all the best!

Report this comment
#4) On March 19, 2010 at 12:18 PM, portefeuille (99.50) wrote:

yes, a somewhat curious company indeed.

Q2 2010 Earnings Q&A

Q2 2010 Earnings Release

Q2 2010 Reconciliation of Non-GAAP Financials

Q2 2010 Management Discussion of Results

Report this comment
#5) On March 19, 2010 at 12:33 PM, anchak (99.84) wrote:

Hans....they have falling EBIT and margin.

The net profit this quarter was driven mainly by depreciation costs and lack of impairments.

You really like to delve on the risque side man!

 

Report this comment
#6) On March 19, 2010 at 12:59 PM, portefeuille (99.50) wrote:

I think one of the "caps" game "balance sheet experts" should have a look at this ...

Report this comment
#7) On March 19, 2010 at 1:03 PM, portefeuille (99.50) wrote:

one of the "caps" game "balance sheet experts"

additional "balance sheet experts"

anchak is an expert in that area I think ...

Report this comment
#8) On March 19, 2010 at 1:06 PM, portefeuille (99.50) wrote:

I think I will sell a few shares soon. $8 or so would be nice ...

Report this comment
#9) On March 19, 2010 at 1:21 PM, portefeuille (99.50) wrote:

Howard Jonas: From Hotdogs to a Fortune 1000 Business

I'm Not the BOSS, I Just Work Here

America's #1 telephone company, hehe ...

Report this comment
#10) On March 19, 2010 at 1:26 PM, portefeuille (99.50) wrote:

telephone

telecom

Report this comment
#11) On March 19, 2010 at 2:55 PM, portefeuille (99.50) wrote:

-----------

IDT Corporation (IDT, IDT.C), states that its policy is not to comment on unusual market activity or rumors

In view of the unusual market activity in the stock of IDT Corporation (IDT, IDT.C), the NYSE has contacted the company in accordance with its usual practice; the company stated that its policy is not to comment on unusual market activity or rumors.

-----------

Report this comment
#12) On April 16, 2010 at 3:39 AM, portefeuille (99.50) wrote:

update.

SNDK 13.90 -> 38.63 (ca. +177.91%),
SQNM 3.03 -> 5.89 (ca. +94.39%),
ELN 6.61 -> 7.76 (ca. +17.4%),
CDE 13.70 -> 16.92 (ca. +23.5%),
IDT 1.54 -> 7.37 (ca. +378.57%),

average ca. +138.36%,
S&P 500 index 882.88 -> 1211.67 (ca. +37.24%).

Report this comment
#13) On April 21, 2010 at 1:17 PM, portefeuille (99.50) wrote:

It might be a good idea to sell a few shares. I sold a few about 2 weeks ago.



enlarge

 



enlarge

Report this comment
#14) On April 29, 2010 at 1:34 AM, cecamadocv (99.98) wrote:

I'm really thinking about putting some real life money on IDT.  Definetely a top 5 stock for me...

Report this comment
#15) On April 29, 2010 at 4:54 PM, portefeuille (99.50) wrote:

okay. I will sell a few more shares tomorrow, I think.



enlarge

 

Report this comment
#16) On June 28, 2010 at 11:58 AM, portefeuille (99.50) wrote:

IDT's Oil Shale Venture












Report this comment
#17) On June 30, 2010 at 10:00 PM, portefeuille (99.50) wrote:

IDT In The Driver's Seat Wednesday

Report this comment
#18) On June 30, 2010 at 10:04 PM, portefeuille (99.50) wrote:



enlarge

 



enlarge

Report this comment
#19) On July 01, 2010 at 12:45 PM, portefeuille (99.50) wrote:



enlarge

Report this comment
#20) On July 02, 2010 at 5:13 AM, portefeuille (99.50) wrote:

Innovator: Howard S. Jonas

Report this comment
#21) On July 09, 2010 at 6:13 PM, portefeuille (99.50) wrote:



enlarge

 



enlarge

Report this comment
#22) On July 23, 2010 at 6:57 PM, portefeuille (99.50) wrote:

update.

SNDK 13.90 -> 41.43 (ca. +198.06%),
SQNM 3.03 -> 5.84 (ca. +92.74%),
ELN 6.61 -> 4.79 (ca. -27.53%),
CDE 13.70 -> 15.47 (ca. +12.94%),
IDT 1.54 -> 17.27 (ca. +1021.43%),

average ca. +259.52%,
S&P 500 index 882.88 -> 1102.66 (ca. +24.89%).

Report this comment
#23) On July 29, 2010 at 7:13 PM, portefeuille (99.50) wrote:

SNDK 13.90 -> 43.65 (ca. +214.03%),
SQNM 3.03 -> 5.64 (ca. +86.14%),
ELN 6.61 -> 4.73 (ca. -28.44%),
CDE 13.70 -> 15.09 (ca. +10.15%),
IDT 1.54 -> 18.42 (ca. +1096.1%),

average ca. +275.6%,
S&P 500 index 882.88 -> 1101.53 (ca. +24.77%).

Report this comment
#24) On August 24, 2010 at 12:41 PM, portefeuille (99.50) wrote:

bought some IDT shares for 14.93 USD per share (now a 0.5% position).

Report this comment
#25) On November 08, 2010 at 4:44 PM, portefeuille (99.50) wrote:

IDT Corporation Announces Strategic Initiatives, Including Dividends, a Spin-off and an Exchange Offer

 

IDT.



enlarge

 

IDT/C.



enlarge

Report this comment
#26) On November 17, 2010 at 4:08 PM, portefeuille (99.50) wrote:

SNDK 13.90 -> 37.93 (ca. +172.88%),
SQNM 3.03 -> 7.01 (ca. +131.35%),
ELN 6.61 -> 5.50 (ca. -16.94%),
CDE 13.70 -> 22.19 (ca. 61.97%),
IDT 1.54 -> 22.22 (ca. +1342.86%),

average ca. +338.42%,
S&P 500 index 882.88 -> 1178.59 (ca. +33.49%).

Report this comment
#27) On December 10, 2010 at 1:03 PM, portefeuille (99.50) wrote:

SNDK 13.90 -> 49.88 (≈ +258.85%),
SQNM 3.03 -> 6.43 (≈ +112.21%),
ELN 6.61 -> 5.70 (≈ -13.77%),
CDE 13.70 -> 26.24 (≈ 91.53%),
IDT 1.54 -> 27.49 (≈ +1685.06%),

average ≈ +426.78%,
S&P 500 index 882.88 -> 1237.71 (≈ +40.19%).

Report this comment

Featured Broker Partners


Advertisement