SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?


To: Taro who wrote (240)12/22/2005 12:13:55 AM
From: Elroy  Respond to of 20435
 
Rank Players Current Portfolio Value (began with $100)

1 Taro $124.73
2 Elroy $119.44
3 Casaubon $118.90
4 Brian $118.73
5 Dave54 $116.57
6 niceguy767 $107.72
7 steveharris $104.09
8 S&P 500 $102.27
9 BWAC $101.35
10 DaYooper $100.69
11 mindmeld $90.51
12 Mike McFarland $88.16

Combined Group Avg (11 of us) = $108.26
Combined we're beating the S&P by 6.0%
-------------------- --------------------
Individual Stock Performances since purchase
ABGX 59%
OVTI 35%
ATHR 34%
XTO 21%
EPEX 20%
AMD 18%
VTSS 16%
FDRY 15%
TEK 13%
CNR 10%
TSG 10%
VRTX 9%
GOOG 9%
CVU 6%
NTAP 5%
AUO 1%
IMOS 1%
FCEL -1%
QCOM -4%
CRUS -6%
PARS -7%
RMTR -8%
JNPR -9%
DPII -14%
GLGC -15%
-------------------- --------------------
Elroy
Stock Price Shares Value Cost Change
CVU $10.04 5.263 $52.84 $9.50 6%
TEK $29.20 1.531 $44.69 $25.80 13%
TSG $23.63 0.927 $21.91 $21.57 10%
Elroy Total = $119.44
-------------------- --------------------
Taro
Stock Price Shares Value Cost Change
ATHR $12.06 5.537 $66.78 $9.03 34%
VTSS $2.04 28.409 $57.95 $1.76 16%
Taro Total = $124.73
-------------------- --------------------
Brian
Stock Price Shares Value Cost Change
OVTI $19.10 3.536 $67.54 $14.14 35%
AUO $13.83 2.553 $35.31 $13.71 1%
IMOS $5.78 2.748 $15.88 $5.74 1%
Brian Total = $118.73
-------------------- --------------------
BWAC
Stock Price Shares Value Cost Change
GOOG $426.33 0.038 $16.35 $391.10 9%
Cash $1.00 85.000 $85.00 $1.00
BWAC Total = $101.35
-------------------- --------------------
Casaubon
Stock Price Shares Value Cost Change
VRTX $27.91 1.953 $54.51 $25.60 9%
ABGX $21.58 1.838 $39.67 $13.60 59%
FCEL $8.92 2.772 $24.72 $9.02 -1%
Casaubon Total = $118.90
-------------------- --------------------
mindmeld
Stock Price Shares Value Cost Change
JNPR $22.13 4.090 $90.51 $24.45 -9%
mindmeld Total = $90.51
-------------------- --------------------
Mike McFarland
Stock Price Shares Value Cost Change
PARS $2.05 15.150 $31.06 $2.20 -7%
DPII $2.55 11.222 $28.62 $2.97 -14%
GLGC $3.46 8.232 $28.48 $4.05 -15%
Mike McFarland Total = $88.16
-------------------- --------------------
niceguy767
Stock Price Shares Value Cost Change
AMD $29.34 2.015 $59.11 $24.82 18%
RMTR $2.16 22.507 $48.61 $2.35 -8%
niceguy767 Total = $107.72
-------------------- --------------------
DaYooper
Stock Price Shares Value Cost Change
QCOM $43.99 1.095 $48.17 $45.66 -4%
NTAP $28.60 1.836 $52.52 $27.23 5%
DaYooper Total = $100.69
-------------------- --------------------
Dave54
Stock Price Shares Value Cost Change
XTO $46.75 1.000 $46.75 $38.72 21%
EPEX $26.440 1.056 $27.91 $22.10 20%
CNR $1.270 33.000 $41.91 $1.15 10%
Dave54 Total = $116.57
-------------------- --------------------
steveharris
Stock Price Shares Value Cost Change
CRUS $6.81 6.878 $46.84 $7.27 -6%
FDRY $13.73 4.170 $57.26 $11.99 15%
steveharris Total = $104.09
-------------------- --------------------
S&P 500 1,262.79 0.080990022 $102.27 1,234.72 2%



To: Taro who wrote (240)12/22/2005 10:47:58 AM
From: Elroy  Respond to of 20435
 
Last post before the 4 day weekend. Works out well here with Friday/Saturday as my local work weekend, Xmas is a mandatory holiday (they deduct one day from our annual leave!), and since markets are closed on the 26th they decided to give/force us to take another mandatory holidy on the 26th (so there goes two days of annual vacation...).

Anyway, the OVTI owners are enjoying a return run today. If anyone wants to shift your positions, put your get ready to put your orders in after the 27th close and before the 28th open, and Merry Xmas!

Note - these are the 22nd mid-day prices.

Rank Players Current Portfolio Value (began with $100)

1 Taro $126.63
2 Brian $121.90
3 Casaubon $119.16
4 Elroy $119.09
5 Dave54 $115.78
6 niceguy767 $108.13
7 steveharris $104.43
8 S&P 500 $102.29
9 BWAC $101.38
10 DaYooper $100.11
11 mindmeld $91.25
12 Mike McFarland $88.35

Combined Group Avg (11 of us) = $108.75
Combined we're beating the S&P by 6.5%
-------------------- --------------------
Individual Stock Performances since purchase
ABGX 58%
OVTI 42%
ATHR 36%
XTO 22%
AMD 20%
EPEX 19%
VTSS 17%
FDRY 14%
TEK 12%
TSG 11%
VRTX 11%
GOOG 9%
CNR 8%
CVU 5%
NTAP 5%
IMOS 1%
AUO 0%
FCEL -3%
QCOM -4%
CRUS -5%
PARS -8%
JNPR -9%
RMTR -9%
GLGC -13%
DPII -14%
-------------------- --------------------
Elroy
Stock Price Shares Value Cost Change
CVU $9.99 5.263 $52.58 $9.50 5%
TEK $28.92 1.531 $44.27 $25.80 12%
TSG $23.99 0.927 $22.24 $21.57 11%
Elroy Total = $119.09
-------------------- --------------------
Taro
Stock Price Shares Value Cost Change
ATHR $12.30 5.537 $68.11 $9.03 36%
VTSS $2.06 28.409 $58.52 $1.76 17%
Taro Total = $126.63
-------------------- --------------------
Brian
Stock Price Shares Value Cost Change
OVTI $20.06 3.536 $70.93 $14.14 42%
AUO $13.72 2.553 $35.03 $13.71 0%
IMOS $5.80 2.748 $15.94 $5.74 1%
Brian Total = $121.90
-------------------- --------------------
BWAC
Stock Price Shares Value Cost Change
GOOG $427.19 0.038 $16.38 $391.10 9%
Cash $1.00 85.000 $85.00 $1.00
BWAC Total = $101.38
-------------------- --------------------
Casaubon
Stock Price Shares Value Cost Change
VRTX $28.29 1.953 $55.25 $25.60 11%
ABGX $21.54 1.838 $39.60 $13.60 58%
FCEL $8.77 2.772 $24.31 $9.02 -3%
Casaubon Total = $119.16
-------------------- --------------------
mindmeld
Stock Price Shares Value Cost Change
JNPR $22.31 4.090 $91.25 $24.45 -9%
mindmeld Total = $91.25
-------------------- --------------------
Mike McFarland
Stock Price Shares Value Cost Change
PARS $2.03 15.150 $30.75 $2.20 -8%
DPII $2.55 11.222 $28.62 $2.97 -14%
GLGC $3.52 8.232 $28.98 $4.05 -13%
Mike McFarland Total = $88.35
-------------------- --------------------
niceguy767
Stock Price Shares Value Cost Change
AMD $29.88 2.015 $60.19 $24.82 20%
RMTR $2.13 22.507 $47.94 $2.35 -9%
niceguy767 Total = $108.13
-------------------- --------------------
DaYooper
Stock Price Shares Value Cost Change
QCOM $43.66 1.095 $47.81 $45.66 -4%
NTAP $28.48 1.836 $52.30 $27.23 5%
DaYooper Total = $100.11
-------------------- --------------------
Dave54
Stock Price Shares Value Cost Change
XTO $47.09 1.000 $47.09 $38.72 22%
EPEX $26.310 1.056 $27.77 $22.10 19%
CNR $1.240 33.000 $40.92 $1.15 8%
Dave54 Total = $115.78
-------------------- --------------------
steveharris
Stock Price Shares Value Cost Change
CRUS $6.89 6.878 $47.39 $7.27 -5%
FDRY $13.68 4.170 $57.05 $11.99 14%
steveharris Total = $104.43
-------------------- --------------------
S&P 500 1,263.00 0.080990022 $102.29 1,234.72 2%