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

To: Mike McFarland who wrote (3173)	4/9/2007 1:05:34 AM
From: Elroy	Read Replies (2) \| Respond to of 20435

Couldn't access SI over the weekend at all. This is the usual URL I go through, it didn't work. techstocks.com So I searched for Silicon Investor on google and came up with this, which does work. siliconinvestor.com Anyway, here's the latest.... 117 days to go in Round 5 - Game ends August 3rd, '07 Rank Players Current Portfolio Value (began with $100) - 5TH GAME 1 Paul Smith (n) $105.16 …F (Apr 4) 2 Thomas Kirwin (n) $104.77 3 George Statham $104.62 …F (Apr 3) 4 Asymmetric (n) $103.96 5 yahoogle $103.83 6 Dave54 () $103.77 7 Brumar (n) $103.69 8 Sultan () $103.59 9 Casaubon $103.43 10 Taro (W) $102.96 …F (Apr 2) 11 schzamm (n) $102.84 12 longnshort () $102.83 13 Kirk $102.76 14 Sr K $102.52 15 Elroy $102.27 16 Iktomi (W) $101.83 17 richardred $101.82 18 snookcity $101.49 19 S&P 500 $101.35 20 Cashboy (*) $101.25 21 BAKED ALASKA (n) $101.11 22 J. Chris Parsons $101.06 23 Jim McMannus () $100.96 24 Bbeamish $100.57 25 Peace (W) $100.00 26 John Fowler (n) $100.00 27 tejek $99.89 28 Steve Harris $99.19 29 Jatin Kadakia (W*) $96.07 30 Bonefish (n)…L $92.92 …L (Apr 2) Group Avg = $101.76 Combined we're beating the S&P by 0.4%** (W) = Won one of the previous games, (n) = newbie, () = number of times in a row player has beaten the S&P500 (F) = At one point in the match was in first, (L) = At one point in the match was in last -------------------- -------------------- Elroy Stock Price Shares Value Cost Change PMCS $7.23 7.143 $51.64 $7.00 3% BRCM $32.98 1.535 $50.63 $32.57 1% Elroy Total = $102.27 -------------------- -------------------- -------------------- Taro Stock Price Shares Value Cost Change ATHR $25.05 2.103 $52.67 $23.78 5% IKAN $8.01 3.137 $25.13 $7.97 1% CCOI $23.95 1.037 $25.17 $24.11 -1% Short* Taro Total = $102.96 -------------------- -------------------- -------------------- Kirk Stock Price Shares Value Cost Change ALTR $20.45 1.001 $20.47 $19.98 2% CACS $5.06 4.073 $20.61 $4.91 3% FDX $108.82 0.189 $20.52 $106.07 3% VRGY $24.67 0.851 $20.98 $23.51 5% VLNC $1.14 17.699 $20.18 $1.13 1% Kirk Total = $102.76 -------------------- -------------------- -------------------- Cashboy Stock Price Shares Value Cost Change OMX $53.00 0.383 $19.71 $52.25 1% Short GLGC $2.29 4.695 $10.75 $2.13 8% ANDS $4.41 2.538 $11.19 $3.94 12% INFI $11.43 0.840 $9.60 $11.91 -4% Cash $1.00 50.000 $50.00 $1.00 0% Cashboy Total = $101.25 -------------------- -------------------- -------------------- Casaubon Stock Price Shares Value Cost Change FCEL $7.51 1.294 $9.72 $7.73 -3% FNM $54.33 0.918 $50.13 $54.47 0% Short VRTX $30.92 1.074 $33.20 $27.94 11% ENER $36.83 0.282 $10.39 $35.46 4% Casaubon Total = $103.43 -------------------- -------------------- -------------------- Jatin Kadakia Stock Price Shares Value Cost Change IHR $5.60 3.431 $19.21 $5.83 -4% IMAX $4.87 3.906 $19.02 $5.12 -5% HSOA $4.63 4.348 $20.13 $4.60 1% Cash $1.00 20.000 $20.00 $1.00 0% WFII $1.16 15.267 $17.71 $1.31 -11% Jatin Kadakia Total = $96.07 -------------------- -------------------- -------------------- Sr K Stock Price Shares Value Cost Change DSW $42.88 0.472 $19.77 $42.40 1% Short Cash $1.00 19.000 $19.00 $1.00 0% ONNN $9.68 2.724 $26.37 $8.81 10% GRIL $9.00 2.135 $19.22 $8.90 1% WFMI $45.38 0.400 $18.15 $45.01 1% Sr K Total = $102.52 -------------------- -------------------- -------------------- George Statham Stock Price Shares Value Cost Change VLO $66.01 0.462 $30.50 $64.93 2% CCJ $46.15 0.719 $33.19 $41.72 11% AUY $14.82 1.379 $20.44 $14.50 2% AFFX $31.06 0.660 $20.49 $30.31 2% George Stratham Total = $104.62 -------------------- -------------------- -------------------- BAKED ALASKA Stock Price Shares Value Cost Change INTC $19.58 2.091 $40.94 $19.13 2% AMD $12.86 1.559 $20.05 $12.83 0% HOV $24.49 0.821 $19.90 $24.37 0% Short ATML $5.10 2.000 $10.20 $5.00 2% MOT $17.59 0.569 $10.02 $17.56 0% BAKED ALASKA Total = $101.11 -------------------- -------------------- -------------------- steveharris Stock Price Shares Value Cost Change AT $62.59 0.803 $50.26 $62.27 1% DELL $23.51 2.172 $48.94 $23.02 2% Short steveharris Total = $99.19 -------------------- -------------------- -------------------- snookcity Stock Price Shares Value Cost Change HMB $3.62 6.042 $21.87 $3.31 9% RMBS $21.80 0.946 $19.38 $21.14 3% Short WPL $9.98 1.996 $19.92 $10.02 0% TIE $37.00 0.549 $20.32 $36.41 2% MKRS $0.44 45.455 $20.00 $0.44 0% snookcity Total = $101.49 -------------------- -------------------- -------------------- longnshort Stock Price Shares Value Cost Change JAZ $1.60 21.569 $34.51 $1.53 5% AHN $0.70 47.826 $33.48 $0.69 1% TPO $0.83 41.975 $34.84 $0.81 2% longnshort Total = $102.83 -------------------- -------------------- -------------------- Paul Smith Stock Price Shares Value Cost Change IIG $22.19 2.474 $54.90 $20.21 10% AT $62.59 0.803 $50.26 $62.27 1% Paul Smith Total = $105.16 -------------------- -------------------- -------------------- Dave54 Stock Price Shares Value Cost Change RNO $4.45 8.353 $37.17 $3.99 12% EPEX $13.06 2.671 $34.88 $12.48 5% TXCO $10.39 3.053 $31.72 $10.92 -5% Dave54 Total = $103.77 -------------------- -------------------- -------------------- Thomas Kirwin Stock Price Shares Value Cost Change VPHM $14.40 2.352 $33.87 $14.03 3% UDW $0.61 62.963 $38.41 $0.54 13% AMPX $19.22 1.691 $32.49 $19.52 -2% Thomas Kirwin Total = $104.77 -------------------- -------------------- -------------------- Iktomi Stock Price Shares Value Cost Change APKT $8.10 5.031 $40.75 $7.95 2% GERN $5.92 3.466 $20.52 $5.77 3% AMGN $9.97 2.062 $20.56 $9.70 3% Cash $1.00 20.000 $20.00 $1.00 0% Iktomi Total = $101.83 -------------------- -------------------- -------------------- richardred Stock Price Shares Value Cost Change ACET $8.10 3.145 $25.47 $7.95 2% LSCC $5.92 4.333 $25.65 $5.77 3% POL $6.29 3.975 $25.00 $6.29 0% PSEM $9.97 2.577 $25.70 $9.70 3% richardred Total = $101.82 -------------------- -------------------- -------------------- John Fowler Stock Price Shares Value Cost Change Cash $1.00 100.000 $100.00 $1.00 0% John Fowler Total = $100.00 -------------------- -------------------- -------------------- Peace Stock Price Shares Value Cost Change Cash $1.00 100.000 $100.00 $1.00 0% Peace Total = $100.00 -------------------- -------------------- -------------------- tejek Stock Price Shares Value Cost Change DOIG $0.84 27.778 $23.33 $0.90 -7% GIGM $15.10 1.758 $26.55 $14.22 6% Q $9.11 2.781 $25.33 $8.99 1% OMNI $9.98 2.473 $24.68 $10.11 -1% tejek Total = $99.89 -------------------- -------------------- -------------------- Asymmetric Stock Price Shares Value Cost Change ZOLT $54.54 0.458 $25.00 $54.54 0% GROW $74.86 0.344 $25.76 $72.64 3% WFR $17.53 1.530 $26.82 $16.34 7% SBH $23.24 1.135 $26.37 $22.03 5% Asymmetric Total = $103.96 -------------------- -------------------- -------------------- Bbeamish Stock Price Shares Value Cost Change NXY $62.53 0.325 $20.33 $61.53 2% GOOG $471.51 0.044 $19.43 $458.53 3% Short CNQ $56.82 0.356 $20.22 $56.20 1% NI $24.85 0.803 $19.96 $24.90 0% SLV $136.60 0.151 $20.63 $132.42 3% BBeamish Total = $100.57 -------------------- -------------------- -------------------- schzamm Stock Price Shares Value Cost Change SNG $2.50 20.325 $50.81 $2.46 2% CHINA $9.23 5.637 $52.03 $8.87 4% schzamm Total = $102.84 -------------------- -------------------- -------------------- Sultan Stock Price Shares Value Cost Change FFHL $12.00 1.986 $23.83 $10.07 19% MRVC $3.66 5.571 $20.39 $3.59 2% NLST $6.82 2.882 $19.65 $6.94 -2% PALM $17.62 1.110 $19.57 $18.01 -2% PRTS $5.55 3.630 $20.15 $5.51 1% Sultan Total = $103.59 -------------------- -------------------- -------------------- J. Chris Parsons Stock Price Shares Value Cost Change BWLD $66.00 0.503 $33.23 $65.55 1% XOM $77.22 0.433 $33.46 $76.16 1% AAPL $94.68 0.363 $34.37 $93.65 1% J. Chris Parsons Total = $101.06 -------------------- -------------------- -------------------- Bonefish Stock Price Shares Value Cost Change LEND $9.64 5.896 $43.16 $8.48 14% Short TOPT $4.64 5.319 $24.68 $4.70 1% BP $65.25 0.384 $25.08 $65.04 0% Bonefish Total = $92.92 -------------------- -------------------- -------------------- yahoogle Stock Price Shares Value Cost Change AUY $14.82 2.276 $33.73 $14.50 2% JDSU $15.29 2.255 $34.47 $15.08 1% SLW $10.30 3.459 $35.63 $9.54 8% yahoogle Total = $103.83 -------------------- -------------------- -------------------- Jim McMannus Stock Price Shares Value Cost Change TRMD $71.29 0.718 $51.21 $69.60 2% KRC $74.80 0.672 $49.75 $74.43 0% Short Jim McMannus Total = $100.96 -------------------- -------------------- -------------------- Brumar Stock Price Shares Value Cost Change CVBT $1.40 13.333 $18.67 $1.50 -7% OMTR $17.75 1.116 $19.81 $17.92 -1% SPIL $10.48 2.051 $21.50 $9.75 7% ASTI $8.83 2.463 $21.75 $8.12 9% AMKR $14.08 1.560 $21.97 $12.82 10% Brumar Total = $103.69 S&P 500 1,443.76 0.070 $101.35 1,424.55 1.3% ---------------------------------------- Stock Price Cost Change FFHL $12.00 $10.07 19% LEND $9.64 $8.48 14% Short UDW $0.61 $0.54 13% ANDS $4.41 $3.94 12% RNO $4.45 $3.99 12% VRTX $30.92 $27.94 11% CCJ $46.15 $41.72 11% ONNN $9.68 $8.81 10% AMKR $14.08 $12.82 10% IIG $22.19 $20.21 10% HMB $3.62 $3.31 9% ASTI $8.83 $8.12 9% SLW $10.30 $9.54 8% GLGC $2.29 $2.13 8% SPIL $10.48 $9.75 7% WFR $17.53 $16.34 7% GIGM $15.10 $14.22 6% SBH $23.24 $22.03 5% ATHR $25.05 $23.78 5% VRGY $24.67 $23.51 5% EPEX $13.06 $12.48 5% JAZ $1.60 $1.53 5% CHINA $9.23 $8.87 4% ENER $36.83 $35.46 4% PMCS $7.23 $7.00 3% SLV $136.60 $132.42 3% GROW $74.86 $72.64 3% CACS $5.06 $4.91 3% AMGN $9.97 $9.70 3% PSEM $9.97 $9.70 3% VPHM $14.40 $14.03 3% GERN $5.92 $5.77 3% LSCC $5.92 $5.77 3% FDX $108.82 $106.07 3% AFFX $31.06 $30.31 2% TPO $0.83 $0.81 2% TRMD $71.29 $69.60 2% ALTR $20.45 $19.98 2% INTC $19.58 $19.13 2% AUY $14.82 $14.50 2% ATML $5.10 $5.00 2% MRVC $3.66 $3.59 2% APKT $8.10 $7.95 2% ACET $8.10 $7.95 2% VLO $66.01 $64.93 2% SNG $2.50 $2.46 2% NXY $62.53 $61.53 2% TIE $37.00 $36.41 2% AHN $0.70 $0.69 1% JDSU $15.29 $15.08 1% XOM $77.22 $76.16 1% S&P 500 1,443.76 1,424.55 1.3% Q $9.11 $8.99 1% TOPT $4.64 $4.70 1% BRCM $32.98 $32.57 1% GRIL $9.00 $8.90 1% CNQ $56.82 $56.20 1% AAPL $94.68 $93.65 1% VLNC $1.14 $1.13 1% WFMI $45.38 $45.01 1% PRTS $5.55 $5.51 1% BWLD $66.00 $65.55 1% CCOI $23.95 $24.11 1% Short HSOA $4.63 $4.60 1% AT $62.59 $62.27 1% AT $62.59 $62.27 1% IKAN $8.01 $7.97 1% HOV $24.49 $24.37 0% Short BP $65.25 $65.04 0% AMD $12.86 $12.83 0% MOT $17.59 $17.56 0% MKRS $0.44 $0.44 0% ZOLT $54.54 $54.54 0% POL $6.29 $6.29 0% NI $24.85 $24.90 0% FNM $54.33 $54.47 0% Short WPL $9.98 $10.02 0% KRC $74.80 $74.43 0% Short OMTR $17.75 $17.92 -1% DSW $42.88 $42.40 -1% Short OMNI $9.98 $10.11 -1% OMX $53.00 $52.25 -1% Short AMPX $19.22 $19.52 -2% NLST $6.82 $6.94 -2% DELL $23.51 $23.02 -2% Short PALM $17.62 $18.01 -2% GOOG $471.51 $458.53 -3% Short FCEL $7.51 $7.73 -3% RMBS $21.80 $21.14 -3% Short IHR $5.60 $5.83 -4% INFI $11.43 $11.91 -4% TXCO $10.39 $10.92 -5% IMAX $4.87 $5.12 -5% CVBT $1.40 $1.50 -7% DOIG $0.84 $0.90 -7% WFII $1.16 $1.31 -11%