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TMFJake (59.48)

Live Chat This Thursday: TigerPack Fund Management Team, The Sequel

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18

March 30, 2010 – Comments (15)

They're back!  This Thursday, April 1 from 8-9ish pm EST, join me for a Live Chat with members of the TigerPackFund management team:  TigerPack, Anticitrade, Bullishbabo, Portefeuille, and UltraLong. 

Mark Thursday from 8-9 p.m. EST on your calendar and/or set up an email reminder below.  And we'll see you in the live chat within my blog Thursday!

If you missed last week's chat, now's your chance to talk with some of the best investors on CAPS.  For this week's chat, I'd love to get your questions for the team in advance of our live event this Thursday.  Please post your questions here on my blog, and we'll try to run through those questions in the first part of the chat, and then open things open for a free for all, battle royale, final Q&A session. Hope you can join us!

p.s. You can read the transcript of last week's blog here. 

15 Comments – Post Your Own

#1) On March 30, 2010 at 10:30 AM, JakilaTheHun (99.93) wrote:

Actually, I'll be there this week.

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#2) On March 30, 2010 at 10:42 AM, Quantemonics1 (99.70) wrote:

JakilaTheHun is our balance sheet expert.

He has correctly and smartly focused on the beaten down Bank and REIT (Real Estate Investment Trust) stock issues the last year.  His high CAPS ranking in 2009-2010 is a reflection of his successful approach of investing broadly in these "leading" sectors.

-TigerPack

 

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#3) On March 30, 2010 at 12:28 PM, anticitrade (99.58) wrote:

I added some short positions to my portion of the portfolio:

Shorted GLBC to offset my Long FTE (Both telecoms)

Shorted CVGI to offset my long POWL (both industrial materials)

Shorted ESRX to offset my long WLP (both managed care)

Shorted DMC to offset my PRGN (both business services)

Shorted MDZ to offset my NOVA (both Physicians)

Shorted ESS to offset my SPPR (both Reits)

This combined with my non offset longs (AOB, AMED, AIRT) give me an

$18,000 Long and $12,000 short for a 33% net long exposure.

Increasing leverage, and erratic earnings make this a little riskier than I want.

On a side note, I just sold my real money position in VIFL which is up about 60% today (it was my risky play I only owned it for about 1 week) and replaced it with an equally risky CAW.

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#4) On March 30, 2010 at 2:37 PM, Quantemonics1 (99.70) wrote:

Nice review by JakilaTheHun posted today about his general market ideas and economic forecast... Good blog to read if you want to know what he is presently thinking...

http://caps.fool.com/Blogs/ViewPost.aspx?bpid=362490&t=01001094457128408726

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#5) On March 30, 2010 at 2:43 PM, TMFJake (59.48) wrote:

@JakilaTheHun:  Yes, how could I forget you!  :)  Looking forward to having you on board this week.

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#6) On March 30, 2010 at 5:15 PM, TMFBabo (100.00) wrote:

TMFJake, it is obvious to me that your first name is not "Jake" from the times I've e-mailed you.  Why are you TMFJake and not TMFJohn?

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#7) On March 30, 2010 at 5:46 PM, TMFJake (59.48) wrote:

@buillishbabo:  My initials:  JK led to the family nickname, Jake.  

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#8) On March 30, 2010 at 6:26 PM, Quantemonics1 (99.70) wrote:

Nice performance day for WSS player "hedgefundpractice!"  Up 1% during a flat market day...UltraLong hit a homerun with a short sell for most of the gain, but many other positions went the right direction!!!

-TigerPack

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#9) On March 31, 2010 at 9:16 PM, TMFUltraLong (99.97) wrote:

Death to GenVec!

UltraLong

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#10) On April 01, 2010 at 12:08 PM, Quantemonics1 (99.70) wrote:

Maybe in 5 or 10 years, you will see some of our names on this list???  LOL  http://finance.yahoo.com/news/Pay-of-Hedge-Fund-Managers-nytimes-3746406267.html?x=0&sec=topStories&pos=7&asset=706659a69c66cbcf0805bdd3c5b2b0ab&ccode=1

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#11) On April 01, 2010 at 7:03 PM, bigcat1969 (96.80) wrote:

Will the Tigerpack be able to outperform LTMM in the short and long range?

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#12) On April 01, 2010 at 7:55 PM, TMFJake (59.48) wrote:

@bigcat1969:  And excellent question.  :)  I doubt that the TigerPack Fund team will be as skillful in their use of leverage as the LTMM team.  :)

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#13) On April 01, 2010 at 11:35 PM, SUPERMANSTOCKS (50.39) wrote:

Let me know what time the chat is and when. I enjoy chatting with you guys

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#14) On April 02, 2010 at 8:28 AM, Quantemonics1 (99.70) wrote:

I forgot to mention one other tidbit last night on the chat...

Some of the stocks in "hedgefundpractice" are also selections in TigerPackFund on CAPS...

There is a loose correlation between the total point line on the CAPS chart and how the positions are performing in the Wall Street Survivor account.  Since March 8th, TigerPackFund on CAPS has fallen in points from a low-900 to a low-800 number.

We have a considerably higher WSS "short" position (betting stocks to decline in price) than in TigerPackFund, so the slight "outperformance" of the stocks involved (after you back out the start-up transaction costs and the low net market expsoure) is actually a good thing, from my perspective.  Basically, the 180+ stock choices in WSS have done a little better than the 50 or so stocks in the TigerPackFund sister creation since March 8th, 2010.

http://caps.fool.com/player/tigerpackfund.aspx

-TigerPack

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#15) On April 02, 2010 at 1:45 PM, SUPERMANSTOCKS (50.39) wrote:

Im with Ultralong....DEATH to GENVEC! :)

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