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

To: Taro who wrote (1259)	9/1/2006 9:05:10 AM
From: Elroy	Read Replies (3) \| Respond to of 20435

There goes Taro, selling at the bottom again :-(.... But you did win the first round, so I'll just shut up...

To: Taro who wrote (1259)	9/3/2006 1:10:51 AM
From: Elroy	Read Replies (2) \| Respond to of 20435

You sell $18.15 of OVTI, pay 1% commission, and you have $18.035 cash. So if you put $18.035/2 into both ATHR and TWLL I think you are going to break the rule #5 about putting more than half your capital into one stock (ATHR). The rule isn't worded very well since it says you can't do that on the start date, but the intention of that rule was that when you buy stocks, you can only put half your money into one stock, no more. This forces us to have a somewhat balanced portfolio. So what I would suggest is you take your cash generated from the OVTI sale, and put it into ATHR and TWLL such that both become equal weights in your portfolio, and both become 50% of your holdings. What do you say?? Until I get your answer I'll just put the OVTI sale into cash. 76 days to go until November 17th…. Rank Players Current Portfolio Value (began with $100) - 3RD GAME 1 Jatin Kadakia (W) $127.25 2 Mike McFarland (n) $114.91 3 Peace () $113.60 4 Dave54 () $110.44 5 Kirk $107.97 6 longnshort $106.44 7 S&P 500 $103.21* 8 Casaubon (*) $102.53 9 Steve Harris $101.57 10 George Statham (n) $99.83 11 Elroy $97.88 12 BenWobbles $96.83 13 Sr K $95.09 14 Lnh5 (n) $92.45 15 tejek (n) $88.76 16 Taro (W) $84.45 17 LarryMorrow () $81.59 18 snookcity (n) $80.59 Group Avg = $100.13 Combined we're beating the S&P by -3.1% (W) = Won one of the previous games, (n) = newbie, (*) = number of times in a row player has beaten the S&P500 -------------------- -------------------- Elroy Stock Price Shares Value Cost Change VCLK $17.57 2.606 $45.79 $15.35 14% AQNT $24.61 1.184 $29.15 $25.33 -3% DTAS $8.89 2.582 $22.95 $11.62 -23% Elroy Total = $97.88 -------------------- -------------------- Taro Stock Price Shares Value Cost Change ATHR $16.06 2.326 $37.35 $16.98 -5% Cash $1.00 18.035 $18.04 $18.22 -95% TWLL $12.38 2.347 $29.06 $10.65 16% Taro Total = $84.45 -------------------- -------------------- Kirk Stock Price Shares Value Cost Change CACS $9.07 3.023 $27.42 $8.27 10% FNSR $3.78 7.645 $28.90 $3.27 16% UTEK $14.58 0.953 $13.89 $15.74 -7% A $31.52 0.475 $14.98 $31.56 0% GGR $5.43 2.045 $11.10 $4.89 11% VLNC $2.02 5.780 $11.68 $1.73 17% Kirk Total = $107.97 -------------------- -------------------- Mike McFarland Stock Price Shares Value Cost Change KOSN $3.19 7.589 $24.21 $4.00 -20% GLGC $1.65 19.820 $32.70 $1.35 22% DPII $3.77 15.385 $58.00 $2.60 45% Mike McFarland Total = $114.91 -------------------- -------------------- Casaubon Stock Price Shares Value Cost Change VRTX $36.21 1.090 $39.46 $36.71 -1% ENER $34.21 0.274 $9.39 $36.43 -6% PFE $27.96 0.639 $17.87 $23.47 19% LLY $56.00 0.090 $5.07 $55.27 1% NVS $57.34 0.093 $5.32 $53.92 6% GSK $56.76 0.090 $5.09 $55.80 2% TSM $9.34 2.179 $20.35 $9.18 2% Casaubon Total = $102.53 -------------------- -------------------- Jatin Kadakia Stock Price Shares Value Cost Change BTN $4.80 6.579 $31.58 $3.80 26% PSAI $13.00 2.003 $26.04 $12.48 4% TAG $1.33 37.313 $49.63 $0.67 99% WFII $2.20 9.091 $20.00 $2.75 -20% Jatin Kadakia Total = $127.25 -------------------- -------------------- Sr K Stock Price Shares Value Cost Change ADPT $4.14 4.608 $19.08 $4.34 -5% ARBA $8.21 2.430 $19.95 $8.23 0% ION $0.90 43.478 $39.02 $0.92 -2% ZOOM $0.92 18.519 $17.04 $1.08 -15% Sr K Total = $95.09 -------------------- -------------------- Peace Stock Price Shares Value Cost Change RMTR $2.44 20.202 $49.29 $1.98 23% SEB $1,450.25 0.020 $29.22 $1,164.00 25% IBN $27.66 1.268 $35.09 $23.65 17% Peace Total = $113.60 -------------------- -------------------- George Statham Stock Price Shares Value Cost Change CELG $42.76 0.633 $27.05 $47.43 -10% DSX $12.69 2.791 $35.41 $10.75 18% FFIV $49.96 0.748 $37.37 $53.48 -7% Basilbird Total = $99.83 -------------------- -------------------- BenWobbles Stock Price Shares Value Cost Change ATHR $16.06 1.312 $21.08 $19.05 -16% CRYP $25.99 1.032 $26.83 $24.22 7% TINY $11.70 2.264 $26.49 $11.04 6% JDSU $2.27 9.881 $22.43 $2.53 -10% BenWobbles Total = $96.83 -------------------- -------------------- steveharris Stock Price Shares Value Cost Change CRUS $7.38 6.143 $45.33 $8.14 -9% FDRY $11.99 4.690 $56.24 $10.66 12% steveharris Total = $101.57 -------------------- -------------------- Larry Morrow Stock Price Shares Value Cost Change ECA $53.33 0.950 $50.66 $52.64 1% IFNY $4.30 7.194 $30.94 $6.95 -38% LarryMorrow Total = $81.59 -------------------- -------------------- snookcity Stock Price Shares Value Cost Change WON $7.36 2.737 $20.15 $7.36 0% RMBS $15.88 1.269 $20.15 $15.88 0% YHGG $1.90 10.604 $20.15 $1.90 0% AMPX $15.75 1.279 $20.15 $15.75 0% snookcity Total = $80.59 longnshort Stock Price Shares Value Cost Change AHN $0.40 60.976 $24.39 $0.41 -2% OTD $1.08 26.806 $28.95 $0.91 19% API $2.00 15.924 $31.85 $1.57 27% BSM $4.77 4.456 $21.26 $5.61 -15% longnshort Total = $106.44 -------------------- -------------------- Lnh5 Stock Price Shares Value Cost Change CNWT $0.97 42.373 $41.10 $1.18 -18% TLL $0.38 135.135 $51.35 $0.37 3% Lnh5 Total = $92.45 -------------------- -------------------- Dave54 Stock Price Shares Value Cost Change FTO $32.83 1.389 $45.60 $32.40 1% CNR $1.43 13.699 $19.59 $0.73 96% DNR $31.85 1.421 $45.26 $31.67 1% Dave54 Total = $110.44 -------------------- -------------------- tejek Stock Price Shares Value Cost Change TGC $1.02 31.008 $31.63 $1.29 -21% PMTR $3.84 8.310 $31.91 $3.61 6% FTO $32.83 0.296 $9.73 $33.74 -3% ERS $11.80 1.312 $15.49 $15.24 -23% tejek Total = $88.76 S&P 500 1,311.01 0.079 $103.21 1,270.20 3%