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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: rrufff who wrote (93439)	11/19/2005 12:29:14 PM
From: StockDung	Respond to of 122087

I remember it being posted here but do not know why he picked it. There is a small thread on SI addressing the subject Subject 33370

To: rrufff who wrote (93439)	11/19/2005 1:56:34 PM
From: StockDung	Read Replies (1) \| Respond to of 122087

OVERSTOCK REVELATIONS, ROCKER NOT NAKED SHORT OVERSTOCK.COM ACCORDING TO nasdaq.com HE IS LONG nasdaq.com BET HE IS BOXING IT AND SINCE HE IS LONG THE STOCK THERE WOULD BE NO FILING THAT HE IS SHORT THE OTHER SIDE OF A BOX. HE COULD THOUGH BE LONG BUT DOUBT IT. BOXING A STOCK IS A TRADING STRATEGY AND IS NOT ILLEGAL. ACCORDING TO NASDAQ.COM ROCKER WAS LONG 589,043 WHICH WAS A DECREASE OF 286,586 SHARES. BOXING A STOCK COULD BE THE REASON OSTX IS ON THE SHO LIST BECAUSE IT THROWS OFF THE FIGURES. BOXING A STOCK IS A HEDGING STRATEGY WHICH ONE ACCOUNT IS LONG AND THE OTHER IS SHORT. TO GO EITHER LONG OR SHORT A HEDGE FUND OR INDIVIDUAL INVESTOR WOULD COVER EITHER THE SHORT OR LONG. ROCKER DAVID A 9/30/2005 589,043 286,586 94.75% $21,977 OSTK Overstock.com, Inc. NASDAQ-NM Institutional Holdings Description \| Hide Summary Company Details Total Shares Out Standing (millions): 19 Market Capitalization ($ millions): $720 Institutional Ownership: 56.2% Price (as of 11/18/2005) 37.31 Ownership Analysis # Of Holders Shares Total Shares Held: 112 10,845,651 New Positions: 23 2,028,890 Increased Positions: 48 3,867,339 Decreased Positions: 49 3,942,683 Holders With Activity: 97 7,810,022 Sold Out Positions: 22 2,483,671 Click on the column header links to resort ascending () or descending (). Owner Name Select a name below for more information. Date Shares Held Change (Shares) % Change (Shares) Value ($1000) GOLDMAN SACHS GROUP ... 9/30/2005 1,480,160 1,011,106 215.56% $55,225 SCION CAPITAL LLC 9/30/2005 1,100,000 1,100,000 New $41,041 MORGAN STANLEY 9/30/2005 893,424 38,236 4.47% $33,334 KORNITZER CAPITAL MA... 9/30/2005 631,850 5,975 0.95% $23,574 ROCKER DAVID A 9/30/2005 589,043 286,586 94.75% $21,977 1 2 3 4 5 6 7 Next Page 1 of 7

To: rrufff who wrote (93439)	11/19/2005 2:40:20 PM
From: StockDung	Respond to of 122087

re:boxed positions ============================================= Leverage For strategies that require leverage, it is important to understand your broker’s margin capabilities and how they handle margin. Some firms do not offer enhanced leverage (above standard Reg. T), while others offer enhanced leverage products (4:1 or 6:1+), but require you to maintain two sets of accounts (long and short), because they move the shorts off the books. This means you may have to separate out the trading of your long vs. short trades, and have a means of consolidating end-day and morning positions reports to know where you stand "net" across the fund. And if you do decide to use a prime broker’s enhanced leverage product, be sure that their trade execution, order management and allocation tools can properly settle your trades to these dual-accounts. Otherwise, you may end up with issues to deal with like boxed positions or misallocations. hedgefundnews.com

To: rrufff who wrote (93439)	11/19/2005 2:59:56 PM
From: StockDung	Respond to of 122087

ruff, a little correction on Rocker. he incresed his shares from 286,586 to 589,043, not decreased. 21 million dollars in stock. LONG lol NOW IF HE IS LONG HE COULD NOT BE SHORT. UNLESS HE IS BOXED. nasdaq.com

To: rrufff who wrote (93439)	11/19/2005 3:03:56 PM
From: StockDung	Respond to of 122087

OTHER ROCKER LONGS LOL MAYBE NOT? Institutional Portfolio Description \| Hide Summary Address ROCKER DAVID A 45 ROCKEFELLER PLAZA NEW YORK, NY 10111 Position Statistics Report Date: 9/30/2005 Total Positions: 21 New Positions: 0 Increased Positions: 13 Decreased Positions: 8 Positions With Activity: 21 Sold Out Positions: 7 Total Market Value (in $ millions): 401 Sector Weighting Percent Technology 39.9% Services 38.4% Consumer Cyclical 12.5% Basic Materials 8.2% Financial 0.9% Unknown 0% Click on the column header links to resort ascending () or descending (). Company Class Value of Shares ($1000) Change in Value ($1000) % Change in Value Shares Held POWERWAVE TECHNOLOGIES ... COM $80,492 $6,657 9.02% 6,210,823 GARTNER INC COM $65,993 $9,694 17.22% 4,984,400 SAFEWAY INC COM NEW $52,375 $10,400 24.78% 2,241,100 LEXAR MEDIA INC COM $50,091 $20,084 66.93% 6,027,779 INTERWOVEN INC COM NEW $37,146 $2,154 6.16% 3,805,915 RYERSON TULL INC NEW COM $33,076 $10,306 45.26% 1,697,085 C COR INC COM $24,495 $1,540 6.71% 4,648,012 OVERSTOCK COM INC DEL COM $21,977 $10,693 94.75% 589,043 NOVASTAR FINL INC COM $11,808 $575 5.12% 409,842 THESTREET COM COM $10,993 $1,490 15.68% 2,220,810 TASER INTL INC COM $5,941 $1,099 22.69% 829,746 FAIRFAX FINL HLDGS LTD SUB VTG $3,760 $2,958 368.97% 24,785 KRISPY KREME DOUGHNUTS ... COM $1,934 ($1,619) (45.57%) 369,076 NAVARRE CORP COM $1,241 $401 47.72% 314,929 APOLLO GROUP INC CL A $0 ($474) Sold Out 0 CERNER CORP COM $0 ($3,484) Sold Out 0 NASDAQ 100 TR UNIT SER 1 $0 ($6,471) Sold Out 0 ISHARES TR RUSSELL 2000 $0 ($18,047) Sold Out 0 ATI TECHNOLOGIES INC COM $0 ($25,464) Sold Out 0 NEWMONT MINING CORP COM $0 ($31,305) Sold Out 0