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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (395)1/31/2006 2:00:07 AM
From: Elroy  Respond to of 20435
 
Rank Players Current Portfolio Value (began with $100)

1 Taro $166.38
2 Brian $147.32
3 Casaubon $142.30
4 niceguy767 $129.76
5 Dave54 $128.02
6 steveharris $119.06
7 Elroy $115.12
8 DaYooper $111.76
9 S&P 500 $104.09
10 BWAC $101.37
11 Mike McFarland $94.88
12 mindmeld $74.85

Combined Group Avg (11 of us) = $120.98
Combined we're beating the S&P by 16.9%
-------------------- --------------------
Individual Stock Performances since purchase
ATHR 82%
OVTI 78%
AMD 67%
VTSS 51%
EPEX 50%
VRTX 36%
XTO 28%
FDRY 26%
IMOS 20%
FCEL 18%
NTAP 17%
CNR 15%
AUO 12%
CRUS 12%
GOOG 9%
QCOM 6%
PARS 2%
NTAP 1%
ITMN 0%
GTW 0%
CVU -1%
GLGC -1%
RMTR -12%
DPII -16%
JNPR -25%
-------------------- --------------------
Elroy
Stock Price Shares Value Cost Change
CVU $9.39 5.263 $49.42 $9.50 -1%
GTW $2.76 10.830 $29.89 $2.77 0%
NTAP $31.90 1.122 $35.80 $31.63 1%
Elroy Total = $115.12
-------------------- --------------------
Taro
Stock Price Shares Value Cost Change
ATHR $16.40 5.537 $90.81 $9.03 82%
VTSS $2.66 28.409 $75.57 $1.76 51%
Taro Total = $166.38
-------------------- --------------------
Brian
Stock Price Shares Value Cost Change
OVTI $25.22 3.536 $89.18 $14.14 78%
AUO $15.39 2.553 $39.29 $13.71 12%
IMOS $6.86 2.748 $18.85 $5.74 20%
Brian Total = $147.32
-------------------- --------------------
BWAC
Stock Price Shares Value Cost Change
GOOG $426.82 0.038 $16.37 $391.10 9%
Cash $1.00 85.000 $85.00 $1.00
BWAC Total = $101.37
-------------------- --------------------
Casaubon
Stock Price Shares Value Cost Change
VRTX $34.82 1.953 $68.01 $25.60 36%
ITMN $20.27 2.209 $44.78 $20.30 0%
FCEL $10.65 2.772 $29.52 $9.02 18%
Casaubon Total = $142.30
-------------------- --------------------
mindmeld
Stock Price Shares Value Cost Change
JNPR $18.30 4.090 $74.85 $24.45 -25%
mindmeld Total = $74.85
-------------------- --------------------
Mike McFarland
Stock Price Shares Value Cost Change
PARS $2.25 15.150 $34.09 $2.20 2%
DPII $2.49 11.222 $27.94 $2.97 -16%
GLGC $3.99 8.232 $32.85 $4.05 -1%
Mike McFarland Total = $94.88
-------------------- --------------------
niceguy767
Stock Price Shares Value Cost Change
AMD $41.40 2.015 $83.40 $24.82 67%
RMTR $2.06 22.507 $46.36 $2.35 -12%
niceguy767 Total = $129.76
-------------------- --------------------
DaYooper
Stock Price Shares Value Cost Change
QCOM $48.57 1.095 $53.19 $45.66 6%
NTAP $31.90 1.836 $58.58 $27.23 17%
DaYooper Total = $111.76
-------------------- --------------------
Dave54
Stock Price Shares Value Cost Change
XTO $49.45 1.000 $49.45 $38.72 28%
EPEX $33.160 1.056 $35.01 $22.10 50%
CNR $1.320 33.000 $43.56 $1.15 15%
Dave54 Total = $128.02
-------------------- --------------------
steveharris
Stock Price Shares Value Cost Change
CRUS $8.15 6.878 $56.05 $7.27 12%
FDRY $15.11 4.170 $63.01 $11.99 26%
steveharris Total = $119.06
-------------------- --------------------
S&P 500 1,285.20 0.080990022 $104.09 1,234.72 4%



To: Elroy who wrote (395)1/31/2006 2:17:24 AM
From: Taro  Respond to of 20435
 
They sand bagged on last quarter's book-to-bill though ;)
But so what, some good news need to be kept for a rainy day, right?

Taro