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


To: Elroy who wrote (2726)2/22/2007 1:21:53 AM
From: Elroy  Read Replies (6) | Respond to of 20435
 
And here are the numbers after the various sells. Somehow I'm still not in first, so there must be an error somewhere.

The big question, why I didn't pick VCLK again in this round....sigh.

37 days to go until March 30th

Rank Players Current Portfolio Value (began with $100) - 4TH GAME

1 Sultan (n) $122.00
2 longnshort $120.95
3 Jatin Kadakia (W**) $118.80
4 Iktomi (n) $114.46
5 David Alan Cook (n) $113.76
6 Mike McFarland (*) $112.31
7 yahoogle (n) $110.13
8 Dave54 $109.00
9 S&P 500 $105.48
10 Lizzie Tudor (n) $105.19
11 J. Chris Parsons (n) $102.46
12 Steve Harris $102.42
13 Jim McMannus $101.83
14 Lnh5 $101.46
15 snookcity $99.60
16 Casaubon (***) $98.67
17 - with a K (n) $98.16
18 Taro (W) $97.67
19 Kirk $97.76
20 Tom Shutters (n) $96.45
21 Elroy (*) $94.76
22 Brian $94.70
23 alydar (n) $94.49
24 Patrick Slevin (n) $93.13
25 tejek (n) $92.10
26 richardred (n) $91.69
27 Peace (W**) $89.35
28 George Statham (*) $89.24
29 Sr K $84.12
30 Madharry (n) $82.43

Group Avg = $101.00
Combined we're beating the S&P by -4.5%

(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
EDS $29.32 1.283 $37.61 $25.98 13%
SNDK $39.85 0.640 $25.52 $42.73 -7%
TXN $30.98 1.021 $31.63 $29.38 5%
Elroy Total = $94.76
-------------------- -------------------- --------------------
Taro
Stock Price Shares Value Cost Change
ATHR $26.12 1.116 $29.14 $22.41 17%
IKAN $9.13 5.459 $49.84 $9.16 0%
Cash $1.00 18.691 $18.69 $1.00 0%
Taro Total = $97.67
-------------------- -------------------- --------------------
Kirk
Stock Price Shares Value Cost Change
CACS $5.37 3.943 $21.18 $6.34 -15%
GE $35.91 0.423 $15.19 $35.45 1%
UTEK $13.70 0.749 $10.25 $13.36 3%
A $32.75 0.460 $15.06 $32.61 0%
VRGY $18.55 1.450 $26.90 $17.24 8%
VLNC $1.77 5.181 $9.17 $1.93 -8%
Kirk Total = $97.76
-------------------- -------------------- --------------------
Mike McFarland
Stock Price Shares Value Cost Change
CRGN $3.99 2.457 $9.80 $4.07 -2%
Cash $1.00 37.685 $37.69 $1.00 0%
GLGC $1.91 13.245 $25.30 $1.51 26%
ANDS $4.19 4.566 $19.13 $4.38 -4%
INFI $13.95 1.462 $20.39 $13.68 2%
Mike McFarland Total = $112.31
-------------------- -------------------- --------------------
Casaubon
Stock Price Shares Value Cost Change
FCEL $7.80 1.475 $11.50 $6.78 15%
ENER $30.28 0.268 $8.11 $37.33 -19%
NTAP $40.10 0.255 $10.21 $39.28 2%
IRM $29.04 0.363 $10.54 $27.56 5%
BRL $55.34 0.200 $11.04 $50.12 10%
ISIS $9.91 0.899 $8.91 $11.12 -11%
ABX $32.11 0.336 $10.79 $29.75 8%
NEM $46.98 0.219 $10.29 $45.64 3%
OVTI $13.25 1.304 $17.27 $17.52 -24%
Casaubon Total = $98.67
-------------------- -------------------- --------------------
Jatin Kadakia
Stock Price Shares Value Cost Change
NOVL $7.00 3.226 $22.58 $6.20 13%
NT $31.25 0.930 $29.07 $21.50 45%
PSAI $13.08 1.621 $21.20 $12.34 6%
IMAX $4.61 5.900 $27.20 $3.39 36%
WFII $2.26 8.299 $18.76 $2.41 -6%
Jatin Kadakia Total = $118.80
-------------------- -------------------- --------------------
Sr K
Stock Price Shares Value Cost Change
CHTR $3.11 5.797 $18.03 $2.76 13%
CLWT $3.03 7.125 $21.59 $3.93 -23%
FONR $0.27 71.429 $19.25 $0.28 -4%
SIEB $4.09 3.245 $13.27 $4.93 -17%
ISONd $1.88 6.370 $11.98 $3.14 -40%
Sr K Total = $84.12
-------------------- -------------------- --------------------
Peace
Stock Price Shares Value Cost Change
BOBJ $38.43 0.784 $30.13 $38.26 0%
RVSN $22.34 1.456 $32.52 $20.61 8%
RMTR $2.65 10.076 $26.70 $3.97 -33%
Peace Total = $89.35
-------------------- -------------------- --------------------
George Statham
Stock Price Shares Value Cost Change
PAL $8.15 2.732 $22.27 $9.15 -11%
CNXT $2.06 11.468 $23.62 $2.18 -6%
EGY $6.64 3.157 $20.96 $7.92 -16%
CRIS $1.46 15.337 $22.39 $1.63 -10%
George Stratham Total = $89.24
-------------------- -------------------- --------------------
alydar
Stock Price Shares Value Cost Change
ORCL $17.20 2.643 $45.45 $18.92 -9%
SUNW $6.28 2.332 $14.65 $5.36 17%
CSCO $27.38 0.484 $13.27 $25.80 6%
MO $85.36 0.150 $12.79 $83.42 2%
AMD $14.56 0.573 $8.34 $21.83 -33%
alydar Total = $94.49
-------------------- -------------------- --------------------
steveharris
Stock Price Shares Value Cost Change
INTC $20.88 2.379 $49.67 $21.02 -1%
AMAT $18.97 2.781 $52.75 $17.98 6%
steveharris Total = $102.42
-------------------- -------------------- --------------------
snookcity
Stock Price Shares Value Cost Change
PTEK $9.55 1.923 $18.37 $10.40 -8%
JSDA $13.54 3.967 $53.71 $12.30 10%
AMPX $17.45 1.577 $27.52 $16.11 8%
snookcity Total = $99.60
-------------------- -------------------- --------------------
longnshort
Stock Price Shares Value Cost Change
STKR $1.70 25.510 $43.37 $0.98 73%
OTD $0.77 36.765 $28.31 $0.68 13%
TPO $0.90 24.533 $22.08 $1.00 -10%
AHN $0.37 73.508 $27.20 $0.34 9%
longnshort Total = $120.95
-------------------- -------------------- --------------------
Lnh5
Stock Price Shares Value Cost Change
Cash $1.00 50.000 $50.00 $1.00 0%
CCU $36.38 1.414 $51.46 $35.35 3%
Lnh5 Total = $101.46
-------------------- -------------------- --------------------
Dave54
Stock Price Shares Value Cost Change
NTO $4.14 8.376 $34.67 $3.94 5%
AUY $14.67 2.797 $41.03 $11.80 24%
HAWK $12.00 2.776 $33.31 $12.25 -2%
Dave54 Total = $109.00
-------------------- -------------------- --------------------
DavidAlanCook
Stock Price Shares Value Cost Change
MRVC $4.31 14.793 $63.76 $3.38 28%
Cash $1.00 50.000 $50.00 $1.00 0%
DavidAlanCook Total = $113.76
-------------------- -------------------- --------------------
Iktomi
Stock Price Shares Value Cost Change
ANR $14.76 1.201 $17.73 $14.23 4%
AVR $16.15 0.726 $11.72 $23.56 -31%
Cash $1.00 20.117 $20.12 $1.00 0%
BTU $42.97 0.423 $18.18 $40.41 6%
USO $49.86 0.331 $16.52 $51.60 -3%
VLO $57.90 0.223 $12.90 $51.16 13%
PTEN $23.52 0.736 $17.31 $23.23 1%
Iktomi Total = $114.46
-------------------- -------------------- --------------------
richardred
Stock Price Shares Value Cost Change
AIRT $7.93 4.510 $35.76 $8.87 -11%
LCI $5.86 5.806 $34.02 $6.89 -15%
SPPI $7.07 1.887 $13.34 $5.30 33%
WLM $2.82 3.040 $8.57 $3.29 -14%
richardred Total = $91.69
-------------------- -------------------- --------------------
Brian
Stock Price Shares Value Cost Change
PTEN $23.52 1.565 $36.81 $25.56 -8%
THE $33.03 1.083 $35.77 $36.94 -11%
XTO $51.28 0.431 $22.13 $46.35 11%
Brian Total = $94.70
-------------------- -------------------- --------------------
Madharry
Stock Price Shares Value Cost Change
SIL $15.17 2.996 $45.45 $16.69 -9%
QEE $0.18 208.333 $36.98 $0.24 -26%
Madharry Total = $82.43
-------------------- -------------------- --------------------
tejek
Stock Price Shares Value Cost Change
ALY $16.88 1.401 $23.64 $17.85 -5%
EGY $6.64 3.157 $20.96 $7.92 -16%
Q $8.32 1.783 $14.83 $7.56 10%
APKT $18.70 1.086 $20.32 $20.64 -9%
Cash $1.00 12.35 $12.35 $1.00 0%
tejek Total = $92.10
-------------------- -------------------- --------------------
Patrick Slevin
Stock Price Shares Value Cost Change
IIG $18.64 1.394 $25.99 $21.52 -13%
PSYS $41.13 0.160 $6.60 $37.52 10%
USU $14.81 0.473 $7.01 $12.72 16%
DEO $81.44 0.131 $10.70 $76.10 7%
ASA $65.27 0.037 $2.43 $61.63 6%
IIG $18.64 0.349 $6.50 $19.70 -5%
SPC $9.07 0.948 $8.59 $12.09 -25%
HTX $33.39 0.191 $6.38 $36.00 -7%
IMMR $7.40 1.967 $14.55 $6.99 6%
AVAV $22.13 0.198 $4.38 $23.16 -4%
Patrick Slevin Total = $93.13
-------------------- -------------------- --------------------
Lizzie Tudor
Stock Price Shares Value Cost Change
RVBD $31.99 1.594 $50.99 $31.37 2%
APKT $18.70 2.899 $54.20 $17.25 8%
Lizzie Tudor Total = $105.19
-------------------- -------------------- --------------------
Sultan
Stock Price Shares Value Cost Change
CHINA $10.58 4.592 $48.59 $8.71 21%
CAMP $8.98 4.348 $39.04 $6.90 30%
MRVC $4.31 3.754 $16.18 $3.93 10%
KLIC $9.71 1.873 $18.18 $8.01 21%
Sultan Total = $122.00
-------------------- -------------------- --------------------
J. Chris Parsons
Stock Price Shares Value Cost Change
PAYX $41.63 0.850 $35.40 $39.21 6%
XOM $74.78 0.460 $34.39 $72.47 3%
IM $20.21 1.616 $32.67 $20.62 -2%
J. Chris Parsons Total = $102.46
-------------------- -------------------- --------------------
Tom Shutters
Stock Price Shares Value Cost Change
NICH $5.27 8.333 $43.92 $6.00 -12%
NTO $4.14 12.690 $52.53 $3.94 5%
Tom Shutters Total = $96.45
-------------------- -------------------- --------------------
yahoogle
Stock Price Shares Value Cost Change
AUY $14.67 4.237 $62.16 $11.80 24%
SLW $10.88 4.409 $47.97 $11.34 -4%
yahoogle Total = $110.13
-------------------- -------------------- --------------------
Jim McMannus
Stock Price Shares Value Cost Change
SUN $64.09 0.786 $50.40 $63.58 1%
PD $125.44 0.410 $51.43 $121.95 3%
Jim McMannus Total = $101.83
-------------------- -------------------- --------------------
- with a K
Stock Price Shares Value Cost Change
OVTI $13.25 1.427 $18.91 $17.52 -24%
NTO $4.14 3.807 $15.76 $3.94 5%
BMD $2.43 7.092 $17.23 $2.82 -14%
IRL $37.05 0.333 $12.33 $30.05 23%
TEVA $38.34 0.305 $11.70 $32.76 17%
VLO $57.90 0.096 $5.58 $51.88 12%
USG $56.74 0.293 $16.65 $51.12 11%
- with a K Total = $98.16

S&P 500 1,457.63 0.072 $105.48 1,381.90 5.5%

Stock Change
STKR 73%
NT 45%
IMAX 36%
SPPI 33%
CAMP 30%
MRVC 28%
GLGC 26%
AUY 24%
IRL 23%
CHINA 21%
KLIC 21%
MAGS 0%
SUNW 17%
TEVA 17%
ATHR 17%
USU 16%
FCEL 15%
OTD 13%
NOVL 13%
EDS 13%
CHTR 13%
VLO 12%
USG 11%
XTO 11%
BRL 10%
JSDA 10%
Q 10%
MRVC 10%
PSYS 10%
AHN 9%
APKT 8%
RVSN 8%
AMPX 8%
ABX 8%
VRGY 8%
DEO 7%
BTU 6%
PAYX 6%
CSCO 6%
PSAI 6%
AMAT 6%
S&P 500 5%
TXN 5%
IRM 5%
NTO 5%
ANR 4%
XOM 3%
NEM 3%
CCU 3%
PD 3%
UTEK 3%
MO 2%
NTAP 2%
RVBD 2%
INFI 2%
GE 1%
SUN 1%
BOBJ 0%
A 0%
IKAN 0%
INTC -1%
CRGN -2%
IM -2%
HAWK -2%
USO -3%
FONR -4%
SLW -4%
ANDS -4%
ALY -5%
CNXT -6%
WFII -6%
SNDK -7%
PTEN -8%
PTEK -8%
VLNC -8%
ORCL -9%
SIL -9%
APKT -9%
TPO -10%
CRIS -10%
THE -11%
AIRT -11%
ISIS -11%
PAL -11%
NICH -12%
IIG -13%
BMD -14%
WLM -14%
LCI -15%
CACS -15%
EGY -16%
SIEB -17%
ENER -19%
CLWT -23%
OVTI -24%
QEE -26%
AVR -31%
RMTR -33%
AMD -33%
ISONd -40%



To: Elroy who wrote (2726)2/22/2007 11:40:40 AM
From: tejek  Read Replies (1) | Respond to of 20435
 
VCLK = nice play

Congrats!



To: Elroy who wrote (2726)2/23/2007 12:30:48 PM
From: Patrick Slevin  Read Replies (1) | Respond to of 20435
 
Okay.

Sell the following;

The shares of IIG purchased at 21.52; that should be 1.394 shares. I'm leaving in the 0.340 shares purchased later at $19.70

All SPC shares

All DEO shares

All PSYS shares

All ASA shares

------------------

Use the proceeds to Buy the following;

20% of the proceeds into PCLN

20% into PCU

20% into ARAY

15% into ACH

15% into TPX

10% into DTV

---------

See you in a month.....



To: Elroy who wrote (2726)2/23/2007 1:32:07 PM
From: tejek  Read Replies (1) | Respond to of 20435
 
tejek
Stock Price Shares Value Cost Change
ALY $16.88 1.401 $23.64 $17.85 -5%
EGY $6.64 3.157 $20.96 $7.92 -16%
Q $8.32 1.783 $14.83 $7.56 10%
APKT $18.70 1.086 $20.32 $20.64 -9%
Cash $1.00 12.35 $12.35 $1.00 0%
tejek Total = $92.10


Elroy,

I have 12.35 in cash. Please put $6.35 of it into MRVC and $6 into TGC.

In addition please take $5 from ALY and $5 from APKT and apply it towards NTO. Okay? TIA.



To: Elroy who wrote (2726)2/23/2007 1:47:07 PM
From: Casaubon  Read Replies (1) | Respond to of 20435
 
sell

ENER
NTAP
IRM
ISIS

Buy VRTX with the proceeds.

PS The timing is not going to be great for the game but maybe I'll get some anticipation buying.