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portefeuille (99.67)

portefeuille

Recs

4

February 05, 2010 – Comments (5)

update (see comment #16 here)

some "caps" game "categories" my players appear to be doing alright in ...

("tag", number of stocks in the category, "ranks")

Defensive >1000
1,4

Growth >1000
2,4

Information Technology >1000
1,2,4,5

Aggressive Growth 862
3,4,5

Healthcare 711
2

Mid Cap 605
2,3

Large Cap 413
3,4,5

Biotechnology 220
2

Capital Markets 169
2,4,5

Communications Equipment 141
2,3,4

Computers and Peripherals 72
2,3

United Kingdom 43
1,3

Germany 25
1

Australia 20
1

Spain 12
4

Switzerland 8
1,2,3,5

5 Comments – Post Your Own

#1) On February 05, 2010 at 7:33 PM, Tastylunch (29.22) wrote:

Porte been watching this video today that has some choice Hugh Hendry cuts

http://2010.therussiaforum.com/news/session-video3/

also has Taleb and Faber among others.

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#2) On February 05, 2010 at 8:11 PM, portefeuille (99.67) wrote:

nice video!

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#3) On February 06, 2010 at 1:37 AM, portefeuille (99.67) wrote:

my "current list of favourites" (see here).

ABBN.VX, AGX.DE, AIXG, ARIA, ARRY, ATPG, BAS.DE, BAYN.DE, BION.SW, BPSG, CDE, CRME, DAI, EMC, EXAS, FACT, GLW, HLCS, ISIS, JAV, KSB3.DE, LNUX, LXRX, MAIL, MYGN, MYRX, NOVL, NOK, NZ, OMEX, ORTE.CA, PAH3.DE, PARD, QGEN, REP, SA, SGL.DE, SPPI, SQNM, STEC, SWV.DE, UCG.MI, VMW, VOW.DE, VOW3.DE, XOMA, YAR.OL.

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#4) On February 08, 2010 at 8:15 PM, sentinelbrit (84.98) wrote:

You kiindly commented on my comments on BPSG. You may have seen that Barrons included the company in a review of smaller investment banks that could challenge the big two (MS and GS). Volume was huge today. I don't know why the stock got hammered recently - some believe investors are shorting it. Whatever the case, the article has served to raise the company's profile. It will be interesting to see if there is follow through. My thesis is similar to the Barron's article - there is room for the smaller player in the market place and I expect M&A to increase over the next few years as it is one way to grow in a slow growth economy. I certainly think the stock can double. I bought shares at $5.00, $4.00 and $3.50.

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#5) On February 08, 2010 at 11:07 PM, portefeuille (99.67) wrote:

Yes, I noticed the article and it is one of my favourite stocks (see comment #3 above). You can probably stop buying now and do some selling at $6, $7, $8, ...

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