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portefeuille (99.60)

positions

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6

January 07, 2011 – Comments (21)

current top20 long positions.

DSCO(D) (11.2%), ALNY (9.7%), EMC (9.3%), PBTH (5.8%), TKMR (3.5%), ANTH (3.4%), VOW:GY (3.3%), IDRA (2.7%), ANDS (2.6%), ITMN (2.4%), RXII (2.3%), EMC call options (2.3%), ATPG (2.1%), SLN:LN (1.8%), TSRX (1.5%), QGEN (1.4%), AMLN (1.3%), NTAP (1.2%), BION:SW (1.2%), PAH3:GY (1.2%).

The value of all long positions is currently at around 285000 EUR. The only short position are -100 VMW shares.

21 Comments – Post Your Own

#1) On January 07, 2011 at 9:17 AM, portefeuille (99.60) wrote:

still a "decent representatives" of my "EMC call options" position is this option/warrent (see comments #35,36,56,63,119,129,130,173,176,194,235 here and comments #81,91 here).

June 2011 $22 call warrent (Optionsschein) (1,2).



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#2) On January 07, 2011 at 9:57 AM, portefeuille (99.60) wrote:

representatives

representative

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#3) On January 07, 2011 at 11:22 AM, portefeuille (99.60) wrote:

bought 200 EMC shares at 23.29 USD (now a 10.3% position (1650 shares)).

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#4) On January 07, 2011 at 1:20 PM, portefeuille (99.60) wrote:

Porsche preferred shares (PAH3:GY, see this post) in Frankfurt trading.



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http://caps.fool.com/Ticker/POAHY.PK.aspx.

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#5) On January 07, 2011 at 1:26 PM, portefeuille6 (99.73) wrote:

I told you to buy shares of real auto producers, not F or GM, hehe ...

Volkswagen ordinary shares (VOW:GY, VLKAY) and Porsche preferred shares are still my favourite auto stocks.

http://caps.fool.com/Ticker/VLKAY.PK.aspx.

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#6) On January 07, 2011 at 2:23 PM, portefeuille (99.60) wrote:

bought 600 ZIOP shares at 5.12 USD (now a 0.8% position (600 shares)).

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#7) On January 10, 2011 at 9:36 AM, portefeuille (99.60) wrote:

bought 9000 DSCOD shares at 3.19 USD (now a 15.8% position (19600 shares)).

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#8) On January 10, 2011 at 9:38 AM, portefeuille (99.60) wrote:

sold 450 EMC shares at 23.48 USD (now a 7.3% position (1200 shares)).

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#9) On January 10, 2011 at 10:04 AM, MyunderratedLife (89.94) wrote:

Are you not concerned/apathetic to the possibility of DSCOD issuing more shares?

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#10) On January 10, 2011 at 10:11 AM, portefeuille (99.60) wrote:

#9 That is always possible of course.

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#11) On January 10, 2011 at 10:17 AM, portefeuille (99.60) wrote:

sold 2500 DSCOD shares at 3.30 USD (now a 14.8% position (17100 shares)).

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#12) On January 10, 2011 at 11:38 AM, RitterButzke5 (48.70) wrote:

So dscod is submitting 6 months later than planned, are there any extra risks now?

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#13) On January 10, 2011 at 12:32 PM, portefeuille (99.60) wrote:

sold 500 TSRX shares at 4.41 USD (now a 1% position (900 shares)).

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#14) On January 10, 2011 at 12:37 PM, portefeuille (99.60) wrote:

sold 30 JAZZ shares at 21.31 USD (now a 0.1% position (20 shares)).

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#15) On January 13, 2011 at 2:33 PM, portefeuille (99.60) wrote:

#1 June 2011 $22 call warrent (Optionsschein) (1,2).



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#16) On January 14, 2011 at 11:23 AM, portefeuille (99.60) wrote:

sold a few EMC call options/warrents (now a 2.6% position).

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#17) On January 17, 2011 at 4:24 AM, portefeuille (99.60) wrote:

bought 70 MOR:GY shares at 21.68 EUR (now a 0.8% position (110 shares)).

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#18) On January 18, 2011 at 1:53 PM, portefeuille (99.60) wrote:

sold 1200 TKMR shares at 6.72 USD (now a 2.6% position (1500 shares)).

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#19) On January 18, 2011 at 2:59 PM, portefeuille (99.60) wrote:

sold 220 ARIA shares at 7.15 USD (now a 0.3% position (160 shares)).

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#20) On January 18, 2011 at 3:36 PM, portefeuille (99.60) wrote:

okay, no more comments from me here (see this post).

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#21) On February 02, 2011 at 11:18 AM, portefeuille (99.60) wrote:

warrent

warrant

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