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

To: steve harris who wrote (7133)	3/9/2009 10:16:05 PM
From: Elroy	Respond to of 20435

11 days to go in Round 9 - Game ends March 20th, '09 Rank Players Current Portfolio Value (began with $100) - 8TH GAME 1 coug $156.93 F…Jan 30th 2 Asymmetric () $131.10 F…Dec 12th 3 Sr K () $115.13 L…Dec 8th 4 snookcity (*) $113.23 F…Dec 8th 5 BearCatBob $113.03 6 Steve Harris () $102.92 7 hotlinktuna $100.00 8 SARMAN () $100.00 9 Taro (W) $99.20 L … Dec 12th 10 Elroy $98.56 11 jrhana () $90.15 12 jmiller099 () $89.77 13 Jatin Kadakia (W) $87.17 14 Road Walker $86.43 15 Mike McFarland $85.87 16 Cogito $82.34 17 S&P 500 $77.22* 18 Sultan $74.34 19 Peace (W) $74.08 20 Kirk () $71.94 21 Glenn Petersen () $69.04 F…Dec 18th 22 Jim McMannis $67.97 23 Robert G $67.82 L … Dec 23rd 24 David Alan Cook $66.61 L … Dec 19th 25 bentway $61.36 26 Jorj X Mckie $56.87 27 Peter van Steenis $56.80 28 Bonefish (W) $36.58 L … Jan 14th Group Avg = $90.09 Combined we're beating the S&P by 12.9% 59.3% of us are beating the S&P 500 (F) = At one point in the match was in first, (L) = At one point in the match was in last W = Won a previous round, * = times in a row player has beaten the S&P 500 -------------------- -------------------- Elroy Stock Price Shares Value Cost … Change CVU $3.68 4.967 $18.28 $6.04 … -39% HPQ $25.53 0.800 $39.57 37.49 … -32% Short CHDX $3.50 11.632 $40.71 $3.64 … -4% Elroy Total = $98.56 -------------------- -------------------- -------------------- Taro Stock Price Shares Value Cost … Change PLXT $2.33 21.008 $48.95 $2.14 … 9% CAVM $10.24 4.907 $50.25 $10.07 … 2% Taro Total = $99.20 -------------------- -------------------- -------------------- Kirk Stock Price Shares Value Cost … Change GGR $0.70 14.815 $10.37 $1.35 … -48% FNSR $0.28 40.000 $11.20 $0.50 … -44% LRCX $19.16 0.985 $18.87 $20.31 … -6% GE $7.41 2.061 $15.27 $12.13 … -39% UTEK $9.74 1.667 $16.23 $12.00 … -19% Kirk Total = $71.94 -------------------- -------------------- -------------------- Jatin Kadakia Stock Price Shares Value Cost … Change NOVL $3.02 4.938 $14.91 $4.05 … -25% TLAB $3.75 4.890 $18.34 $4.09 … -8% OPXT $1.42 11.364 $16.14 $1.76 … -19% CSPI $2.58 7.491 $19.33 $2.67 … -3% PNTR $3.10 5.953 $18.45 $3.36 … -8% Jatin Kadakia Total = $87.17 -------------------- -------------------- -------------------- Sr K Stock Price Shares Value Cost … Change NCTY $9.33 2.120 $19.78 $12.20 … -24% SIRI $0.15 77.216 $11.54 $0.10 … 43% HLYS $1.26 8.648 $10.90 $2.40 … -48% MIPS $2.19 24.019 $52.60 $1.05 … 109% TSL $6.81 2.982 $20.31 $6.96 … -2% Sr K Total = $115.13 -------------------- -------------------- -------------------- steveharris Stock Price Shares Value Cost … Change RF $3.27 11.019 $36.03 $6.07 … -46% GRRF $1.14 58.676 $66.89 $1.14 … 0% steveharris Total = $102.92 -------------------- -------------------- -------------------- snookcity Stock Price Shares Value Cost … Change MJN $26.36 1.281 $33.76 $29.63 … -11% FCX $32.32 0.915 $29.58 $22.28 … 45% ULTR $1.82 16.753 $30.49 $2.40 … -24% AUY $8.35 2.324 $19.41 $8.06 … 4% snookcity Total = $113.23 -------------------- -------------------- -------------------- Robert G Stock Price Shares Value Cost … Change INFN $5.72 2.090 $11.95 $9.57 … -40% AVNX $1.01 42.105 $42.53 $0.95 … 6% ASYT $0.15 88.889 $13.34 $0.45 … -67% Robert G Total = $67.82 -------------------- -------------------- -------------------- Cogito Stock Price Shares Value Cost … Change AAPL $83.11 0.501 $41.67 $99.72 … -17% GOOG $290.89 0.140 $40.66 $357.68 … -19% Cogito Total = $82.34 -------------------- -------------------- -------------------- David Alan Cook Stock Price Shares Value Cost … Change DGLY $3.07 13.158 $40.39 $3.80 … -19% PTEC $1.54 17.026 $26.22 $2.69 … -43% David Alan Cook Total = $66.61 -------------------- -------------------- -------------------- Peace Stock Price Shares Value Cost … Change BAC $3.75 1.640 $6.15 $15.24 … -75% AMZN $60.49 0.518 $31.34 $48.26 … 25% C $1.05 19.395 $20.36 $1.95 … -46% RMTR $0.98 16.556 $16.23 $1.51 … -35% Peace Total = $74.08 -------------------- -------------------- -------------------- Road Walker Stock Price Shares Value Cost … Change AAPL $83.11 0.566 $47.03 $88.36 … -6% FSLR $108.36 0.364 $39.40 $137.51 … -21% Road Walker Total = $86.43 -------------------- -------------------- -------------------- Glenn Petersen Stock Price Shares Value Cost … Change WLL $19.79 0.870 $17.22 $29.00 … -32% C $1.05 5.551 $5.83 $3.91 … -73% NM $2.06 11.628 $23.95 $2.15 … -4% APWR $3.19 6.906 $22.03 $3.62 … -12% Glenn Petersen Total = $69.04 -------------------- -------------------- -------------------- Sultan Stock Price Shares Value Cost … Change FUQI $3.33 3.994 $13.30 $6.26 … -47% CHINA $0.75 30.120 $22.58 $0.83 … -10% ETFC $0.59 19.685 $11.65 $1.27 … -53% GTE $2.38 11.261 $26.80 $2.22 … 7% Sultan Total = $74.34 -------------------- -------------------- -------------------- Mike McFarland Stock Price Shares Value Cost … Change TXN $14.69 1.717 $25.22 $14.56 … 1% SYT $41.39 0.757 $31.32 $33.04 … 25% GENZ $55.04 0.382 $21.00 $65.53 … -16% DOW $6.33 1.316 $8.33 $19.00 … -67% Mike McFarland Total = $85.87 -------------------- -------------------- -------------------- Bonefish Stock Price Shares Value Cost … Change C $1.05 6.485 $6.81 $7.71 … -86% FRO $16.67 1.786 $29.77 $28.00 … -40% Bonefish Total = $36.58 -------------------- -------------------- -------------------- hotlinktuna Stock Price Shares Value Cost … Change Cash $1.00 100.000 $100.00 $1.44 … -31% hotlinktuna Total = $100.00 -------------------- -------------------- -------------------- Jim McMannis Stock Price Shares Value Cost … Change GE $7.41 2.801 $20.76 $17.85 … -58% INTC $12.55 3.762 $47.22 $13.29 … -6% Jim McMannus Total = $67.97 -------------------- -------------------- -------------------- jmiller099 Stock Price Shares Value Cost … Change AAPL $83.11 0.266 $22.10 $94.00 … -12% QCOM $33.00 0.784 $25.86 $31.90 … 3% PTEN $8.06 5.187 $41.80 $9.64 … -16% jmiller099 Total = $89.77 -------------------- -------------------- -------------------- jrhana Stock Price Shares Value Cost … Change ESA $3.05 11.364 $34.66 $4.40 … -31% MFN $5.38 2.946 $15.85 $4.53 19% GG $28.23 0.456 $12.87 $21.93 29% SLW $6.17 3.135 $19.34 $3.19 93% CHMP $1.81 4.115 $7.43 $2.43 … -26% jrhana Total = $90.15 -------------------- -------------------- -------------------- Asymmetric Stock Price Shares Value Cost … Change NGD $1.60 23.256 $37.21 $0.86 … 86% VIP $4.96 9.035 $44.81 $5.75 -14% SLW $6.17 7.955 $49.08 $6.53 … -6% Asymmetric Total = $131.10 -------------------- -------------------- -------------------- SARMAN Stock Price Shares Value Cost … Change Cash $1.00 100.000 $100.00 $1.00 … 0% SARMAN Total = $100.00 -------------------- -------------------- -------------------- bentway Stock Price Shares Value Cost … Change BPZ $2.55 5.319 $13.56 $4.70 … -46% F $1.74 9.191 $15.99 $2.72 … -36% HTE $3.09 3.149 $9.73 $7.94 … -61% PRGN $3.40 6.494 $22.08 $3.85 … -12% bentway Total = $61.36 -------------------- -------------------- -------------------- Jorj X Mckie Stock Price Shares Value Cost … Change BAC $3.75 4.138 $15.52 $15.24 … -75% C $1.05 11.591 $12.17 $1.95 -46% WFC $9.97 2.926 $29.18 $10.91 … -9% Jorj X Mckie Total = $56.87 -------------------- -------------------- -------------------- Peter van Steenis Stock Price Shares Value Cost … Change BPZ $2.55 5.319 $13.56 $4.70 … -46% AIG $0.35 12.887 $4.51 $1.94 … -82% BEXP $1.25 8.306 $10.38 $3.01 … -58% PCU $13.91 2.037 $28.34 $12.27 … 13% Peter van Steenis Total = $56.80 -------------------- -------------------- -------------------- BearCatBob Stock Price Shares Value Cost … Change DNR $13.89 2.847 $39.55 $8.78 58% GG $28.23 1.038 $29.30 $24.09 17% MMR $3.89 2.729 $10.62 $9.16 -58% MOS $40.35 0.832 $33.57 $30.05 34% BearCatBob Total = $113.03 -------------------- -------------------- -------------------- coug Stock Price Shares Value Cost … Change Cash $1.00 156.929 $156.93 $1.00 … 0% coug Total = $156.93 S&P 500 676.53 0.1141 $77.22 876.07 … -22.8%

To: steve harris who wrote (7133)	3/10/2009 4:23:09 AM
From: Cogito	2 Recommendations Read Replies (1) \| Respond to of 20435

>>You obviously didn't understand, you failed to address any of my concerns, just the usual personal insult and dodge.<< Steve - 1, I absolutely did not insult you personally. My response was entirely about the content of your post. 2, You're right about one thing. I didn't really understand what points you were trying to make, other than the one that I did address. Your other points were not clear. But if it will make you feel better, let me see if I can find a way to respond. Geithner had some back taxes to pay, and paid them only after he was nominated. OK, I can see how that might be something you don't want in a Treasury Secretary, but Wall Street was very happy with that appointment when it was made. And at this point it's silly to say he's "in complete control." He's one player of many. Evidently, in your mind, Barney Frank has something to do with my wanting to pay for your house or not. That's not really clear to me. Sorry. And then there was the bit about having to throw out everybody, including Obama's "stupid appointments," before things will get better. Right. Obama should immediately get rid of everybody he just hired? I fail to see how that will help the situation. That was followed by the idea that we are rewarding people for failure by trying to prop up failing banks. Again, that's a moralistic argument. Since moralistic arguments are based on emotion rather than logic, I think my response was perfectly appropriate. Please. If you want to have a rational discussion about politics, let's take this somewhere else. But I think you need to bring a better game than that. - Allen