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portefeuille (99.65)

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January 21, 2012 – Comments (4)

Introducing the "sectors" tab in the "caps" game was a good idea. Stripping the "delisted" stocks of their tags and thus making them disappear from the sector analysis was a bad one. My two main players are "actually" above 5000 points in the "biotechnology" sector with almost exclusively "outperform" calls and this fact might convince some players that buying a few shares of companies with large losses might not be such a bad idea. It is just hard to see how many score points in the sector they would have were one to reassign the tags to the delisted stocks. Exclusion of "secondary" players and "analyst tracking" players from those sector top5 lists would also be nice ...

4 Comments – Post Your Own

#1) On January 21, 2012 at 1:30 AM, portefeuille (99.65) wrote:

my players.

The definition of "primary"/"secondary" player depends on the context, I guess. In the context of this post the primary player is the one with the highest "sector point score".

As VRUS was a "biotechnology" stock in the "caps" game and VRUS.DL is not my player portefeuille2 lost around 3000 "biotech score points" in the stripping process. Not nice, hehe ...

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#2) On January 21, 2012 at 1:39 AM, portefeuille (99.65) wrote:

A post on primary and secondary players and on why the secondary ones should to some degree be hidden is here.

So let's just assume that my main players portefeuille and portefeuille2 have around 6000 score points from calls on "biopharma" stocks with an "average point score" of around 20 per biopharma calls and almost all of those calls were "outperform" calls. Could this maybe indicate that the "widespread hatred" shown towards these stocks by quite a few players might be a little contra-productive? Show some love for the burning of money ...

http://caps.fool.com/tag/biotechnology.aspx

caps.fool.com/tag/pharmaceuticals.aspx

http://caps.fool.com/tag/healthcare.aspx

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#3) On January 21, 2012 at 1:41 AM, portefeuille (99.65) wrote:

http://caps.fool.com/player/portefeuille/sectors.aspx?astable=biotechnology&filter=all#biotechnology

 

mixing love and hate can also work of course.

caps.fool.com/player/zzlangerhans/sectors.aspx?astable=biotechnology&filter=all#biotechnology

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#4) On January 21, 2012 at 11:11 AM, portefeuille (99.65) wrote:

per biopharma calls 

per biopharma call

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