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portefeuille (99.78)

recommendations update

Recs

7

November 14, 2010 – Comments (12)

In the last 2 years or so I have made a few things around here that could be considered recommendations (calls of my 12 "caps" game players (see here), blog posts, comments on blog posts (usually to my own, hehe, see here), "buys", "sells" of the "fund" (see here), "buys", "sells" for my portfolio (see here) ...

I am pretty sure that, unless one of my readers is a USD billionaire and happened to listen to one of my worst calls, I have had a "net positive" effect so far. Apart from wanting to show how great I am and to produce reasons to post this video

 

I made recommendations to have some justification for the time I spent on "equity research". My portfolio was simply to small to lift the "hourly wage" I received for the research "work" via my portfolio gains above what McDonald's pays to the guy flipping the burgers. Well, now this has changed. And I would really hate to see the "net positive" effect on the anonymous readership somehow turn into a "net negative" one.

So if you have bought anything mostly because of something you consider a buy recommendation made by me (I think I have never really made a recommendation to enter a short position (except for the "long EMC / short VMW" recommendation)) and you are currently holding it mostly because of a "recommendation" of mine please consider selling it.

12 Comments – Post Your Own

#1) On November 14, 2010 at 5:46 PM, portefeuille (99.78) wrote:

) ...

)) ...

to small

too small

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#2) On November 14, 2010 at 5:50 PM, portefeuille (99.78) wrote:

I think I have never really made a recommendation to enter a short position (except for the "long EMC / short VMW" recommendation)

I made a few "underperform" calls via some of my "caps" game players of course ...

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#3) On November 14, 2010 at 6:09 PM, MyunderratedLife (78.99) wrote:

hmm, I have noticed your calls seem to be more right than most...

Any reason why you expect your calls going forward to be any less accurate?  Or do you wish to be "not on the hook?"

 

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#4) On November 14, 2010 at 6:36 PM, HarryCarysGhost (99.77) wrote:

Port... What do you think about this Thesis-?

Cannonball

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#5) On November 15, 2010 at 2:16 AM, rancidx3 (45.88) wrote:

Are you suggesting a sell because you think the market is going to drop?

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#6) On November 15, 2010 at 5:14 AM, rancidx3 (45.88) wrote:

nevermind

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#7) On November 15, 2010 at 8:49 AM, portefeuille (99.78) wrote:

Any reason why you expect your calls going forward to be any less accurate?

No.

Or do you wish to be "not on the hook?"

I just want to have created some money (as net effect).

Are you suggesting a sell because you think the market is going to drop?

No.

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#8) On November 16, 2010 at 1:23 AM, walt373 (99.84) wrote:

Good job man. Can you tell me what your strategy consists of on a high level? Mostly fundamental analysis? Thanks.

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#9) On November 16, 2010 at 10:26 AM, portefeuille (99.78) wrote:

Yes, mostly fundamental analysis.

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#10) On November 16, 2010 at 12:48 PM, sentinelbrit (92.97) wrote:

For the last 6 months I have been working so have not played as much as I did prior to the job. However, I regularly look to see what you are doing. I'm not sure if I ever bought on your recommendation but where I held the same stock as you, I watched what you did with it.

Your record is great! Well done!

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#11) On November 16, 2010 at 12:49 PM, sentinelbrit (92.97) wrote:

PS I saw the hives in concert about a year ago. They are a fun band.

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#12) On November 17, 2010 at 1:49 PM, walt373 (99.84) wrote:

I am holding ATPG actually. When BP had the spill, I started looking for energy stocks and I remembered you and some other people recommended ATPG, so I started reading up on it and liked what I saw. So thanks for that.

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