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

To: Taro who wrote (7474)	4/24/2009 8:30:35 PM
From: Elroy	Respond to of 20435

120 days to go in Round 9 - Game ends August 21st, '09 Rank Players Current Portfolio Value (began with $100) - 8TH GAME 1 snookcity (*) $168.79 F…April 21st 2 Yoshi905 (n) $137.95 3 Peter van Steenis $133.66 L…March 30th 4 Glenn Petersen $130.14 5 Mike McFarland () $129.10 6 Sultan () $127.39 7 rubberband (n) $127.08 F…March 31st 8 Bill Tippet (n) $126.06 9 Peace (W) $122.39 10 Kirk (*) $122.00 11 Taro (W) $119.61 F…March 30th 12 Cogito (*) $115.62 13 stomper (n) $114.41 14 richardred $110.95 15 Elroy () $109.33 16 mindmeld $108.77 17 Sr K () $108.75 18 jrhana () $107.98 19 S&P 500 $106.16 20 coug () $105.91 21 jmiller099 () $105.54 22 bentway $102.92 23 BearCatBob () $100.96 24 jakestraw $100.08 25 Asymmetric (W) $100.00 26 Steve Harris () $100.00 27 Road Walker () $100.00 28 SARMAN () $100.00 29 Jim McMannus $100.00 30 ggamer (n) $100.00 31 Jatin Kadakia (W) $98.75 32 Robert G () $98.71 33 Jorj X Mckie () $95.13 34 Patrick Slevin $94.57 35 Mylar (n) $93.03 36 ~digs (n) $91.64 37 Wyatt (n) $90.11 38 Bonefish $83.83 L…March 31st Group Avg = $110.19 Combined we're beating the S&P by 4.0% 48.6% 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, (n) = newbie W = Won a previous round, = times in a row player has beaten the S&P 500 -------------------- -------------------- Elroy Stock Price Shares Value Cost … Change AMZN $84.46 0.709 $40.12 70.52 … 20% Short CHDX $7.96 8.696 $69.22 $5.75 … 38% Elroy Total = $109.33 -------------------- -------------------- -------------------- Taro Stock Price Shares Value Cost … Change ATHR $17.19 1.753 $30.14 $14.26 … 21% PLXT $3.18 11.521 $36.64 $2.17 … 47% IKAN $1.37 18.797 $25.75 $1.33 … 3% CAVM $13.01 2.082 $27.08 $12.01 … 8% Taro Total = $119.61 -------------------- -------------------- -------------------- Kirk Stock Price Shares Value Cost … Change GGR $1.35 19.802 $26.73 $1.01 … 34% FNSR $0.68 46.512 $31.63 $0.43 … 58% Cash $1.00 20.000 $20.00 $1.00 … 0% GE $12.11 1.855 $22.47 $10.78 … 12% UTEK $13.34 1.587 $21.17 $12.60 … 6% Kirk Total = $122.00 -------------------- -------------------- -------------------- Jatin Kadakia Stock Price Shares Value Cost … Change KTOS $0.74 31.646 $23.41 $0.79 … -6% OPXT $2.16 14.706 $31.76 $1.70 … 27% CSPI $2.81 8.039 $22.61 $3.11 … -10% PNTR $3.00 6.987 $20.96 $3.58 … -16% Jatin Kadakia Total = $98.75 -------------------- -------------------- -------------------- Sr K Stock Price Shares Value Cost … Change JAVA $9.20 6.386 $58.75 $7.83 … 17% Cash $1.00 50.000 $50.00 $1.00 … 0% Sr K Total = $108.75 -------------------- -------------------- -------------------- steveharris Stock Price Shares Value Cost … Change Cash $1.00 100.000 $100.00 $1.00 … 0% steveharris Total = $100.00 -------------------- -------------------- -------------------- snookcity Stock Price Shares Value Cost … Change RAS $1.36 14.085 $19.15 $1.42 … -4% FRO $18.48 1.035 $20.88 19.33 … -4% Short DNDN $20.08 4.525 $90.86 $4.42 … 354% VVTV $0.74 27.027 $20.00 $0.74 … 0% STEM $1.62 11.050 $17.90 $1.81 … -10% snookcity Total = $168.79 -------------------- -------------------- -------------------- Robert G Stock Price Shares Value Cost … Change FNSR $0.68 116.279 $79.07 $0.43 … 58% ASYT $0.11 178.571 $19.64 $0.28 … -61% Robert G Total = $98.71 -------------------- -------------------- -------------------- Cogito Stock Price Shares Value Cost … Change BCON 0.69 47.170 $32.55 $0.53 … 30% AAPL 123.9 0.451 $55.86 $108.69 … 14% ABB 15 1.814 $27.21 $14.33 … 5% Cogito Total = $115.62 -------------------- -------------------- -------------------- ~digs Stock Price Shares Value Cost … Change DPW $1.08 25.000 $27.00 $1.00 … 8% Cash $1.00 25.000 $25.00 $1.00 0% HOTT $13.11 4.604 $39.64 $10.86 … 21% Short ~digs Total = $91.64 -------------------- -------------------- -------------------- Peace Stock Price Shares Value Cost … Change BAC $9.10 6.812 $61.99 $7.34 … 24% RMTR $1.22 49.505 $60.40 $1.01 … 21% Peace Total = $122.39 -------------------- -------------------- -------------------- Road Walker Stock Price Shares Value Cost … Change Cash $1.00 100.000 $100.00 $1.00 … 0% Road Walker Total = $100.00 -------------------- -------------------- -------------------- Glenn Petersen Stock Price Shares Value Cost … Change GSL $2.35 11.013 $25.88 $2.27 … 4% APWR $7.47 5.459 $40.78 $4.58 … 63% LOOP $9.06 4.006 $36.30 $6.24 … 45% LWAY $8.59 3.165 $27.18 $7.90 … 9% Glenn Petersen Total = $130.14 -------------------- -------------------- -------------------- Sultan Stock Price Shares Value Cost … Change ASYT $0.11 89.286 $9.82 $0.28 … -61% CLZR $1.03 54.360 $55.99 $0.46 … 124% CAMP $0.78 44.643 $34.82 $0.56 … 39% CHINA $1.22 21.930 $26.75 $1.14 … 7% Sultan Total = $127.39 -------------------- -------------------- -------------------- Mike McFarland Stock Price Shares Value Cost … Change ANDS $2.93 7.133 $79.10 $7.01 … -58% Short Cash $1.00 50.000 $50.00 $1.00 … 0% Mike McFarland Total = $129.10 -------------------- -------------------- -------------------- jakestraw Stock Price Shares Value Cost … Change AUY $8.31 2.711 $22.53 $9.22 … -10% Cash $1.00 50.000 $50.00 $1.00 … 0% FLS $63.29 0.435 $27.55 $57.43 … 10% jakestraw Total = $100.08 -------------------- -------------------- -------------------- Bill Tippet Stock Price Shares Value Cost … Change EMKR $1.23 28.090 $34.55 $0.89 … 38% KLIC $3.63 9.766 $35.45 $2.56 … 42% SNDK $15.62 1.911 $29.85 $13.08 … 19% SWKS $8.48 3.090 $26.21 $8.09 … 5% Bill Tippet = $126.06 -------------------- -------------------- -------------------- Jim McMannis Stock Price Shares Value Cost … Change Cash $1.00 100.000 $100.00 $17.85 … -94% Jim McMannus Total = $100.00 -------------------- -------------------- -------------------- jmiller099 Stock Price Shares Value Cost … Change PTEN $14.00 3.099 $43.39 $9.68 … 45% XOM $66.57 0.572 $38.05 $69.98 … -5% CMG $81.97 0.438 $24.10 $68.50 … 20% Short jmiller099 Total = $105.54 -------------------- -------------------- -------------------- jrhana Stock Price Shares Value Cost … Change ESA $3.40 17.544 $59.65 $2.85 … 19% CHMP $1.73 5.952 $10.30 $1.68 3% GG $29.63 0.296 $8.78 $33.76 -12% MFN $7.58 1.979 $15.00 $7.58 0% SLW $8.08 1.765 $14.26 $8.50 … -5% jrhana Total = $107.98 -------------------- -------------------- -------------------- Asymmetric Stock Price Shares Value Cost … Change Cash $1.00 100.000 $100.00 $1.00 … 0% Asymmetric Total = $100.00 -------------------- -------------------- -------------------- 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 BBY $39.27 0.657 $25.81 $38.04 … 3% JASO $3.20 6.361 $20.36 $3.93 … -19% NSU $1.19 21.368 $25.43 $1.17 … 2% WHR $40.73 0.769 $31.33 $32.50 … 25% bentway Total = $102.92 -------------------- -------------------- -------------------- Jorj X Mckie Stock Price Shares Value Cost … Change ABX $30.80 1.553 $47.84 $32.19 … -4% ACI $13.59 3.479 $47.29 $14.37 -5% Jorj X Mckie Total = $95.13 -------------------- -------------------- -------------------- Peter van Steenis Stock Price Shares Value Cost … Change BPZ $5.40 6.378 $34.44 $3.92 … 38% AIG $1.46 24.510 $35.78 $1.02 … 43% BAC $9.10 3.406 $30.99 $7.34 … 24% ACAS $2.79 11.628 $32.44 $2.15 … 30% Peter van Steenis Total = $133.66 -------------------- -------------------- -------------------- BearCatBob Stock Price Shares Value Cost … Change AUY $8.31 2.711 $22.53 $9.22 -10% EGO $8.18 2.732 $22.35 $9.15 -11% SGY $4.86 6.250 $30.38 $4.00 22% RIC $3.65 7.042 $25.70 $3.55 3% BearCatBob Total = $100.96 -------------------- -------------------- -------------------- coug Stock Price Shares Value Cost … Change AUY $8.31 2.711 $22.53 $9.22 -10% NGD $2.04 12.563 $25.63 $1.99 3% BCON $0.69 51.020 $35.20 $0.49 41% cash $1.00 22.546 $22.55 $1.00 0% coug Total = $105.91 -------------------- -------------------- -------------------- rubberband Stock Price Shares Value Cost … Change JPM $33.38 1.006 $33.58 $24.85 34% GS $121.30 0.249 $30.19 $100.46 21% CMG $81.97 0.772 $63.32 $64.73 … 27% Short rubberband Total = $127.08 -------------------- -------------------- -------------------- ~Wyatt Stock Price Shares Value Cost … Change WMT $47.87 0.761 $36.42 $52.57 … -9% MCD $54.31 0.545 $29.62 $55.01 -1% AMZN $84.46 0.425 $24.07 $70.52 … 20% Short ~Wyatt Total = $90.11 -------------------- -------------------- -------------------- mindmeld Stock Price Shares Value Cost … Change CREE $25.92 1.038 $26.90 $24.09 8% FSLR $147.46 0.170 $25.02 $147.36 0% TS $25.08 1.200 $30.09 $20.84 20% TSL $13.20 2.028 $26.76 $12.33 7% mindmeld Total = $108.77 -------------------- -------------------- -------------------- ggamer Stock Price Shares Value Cost … Change Cash $1.00 100.000 $100.00 $1.00 … 0% ggamer Total = $100.00 -------------------- -------------------- -------------------- stomper Stock Price Shares Value Cost … Change ENOC $16.84 1.701 $28.64 $14.70 15% JASO $3.20 6.361 $20.36 $3.93 -19% DRYS $6.80 4.265 $29.01 $5.86 16% CDE $1.34 27.174 $36.41 $0.92 46% stomper Total = $114.41 -------------------- -------------------- -------------------- Patrick Slevin Stock Price Shares Value Cost … Change HMY $9.76 4.405 $43.00 $11.35 -14% HTH $11.45 4.505 $51.58 $11.10 3% Patrick Slevin Total = $94.57 -------------------- -------------------- -------------------- Mylar Stock Price Shares Value Cost … Change NDAQ $19.10 2.525 $48.23 $19.80 -4% ALSK $5.94 7.541 $44.80 $6.63 -10% Mylar Total = $93.03 -------------------- -------------------- -------------------- richardred Stock Price Shares Value Cost … Change ICOC $2.26 12.315 $27.83 $2.03 11% UFPT $4.70 10.846 $50.98 $4.61 2% PRPX $8.10 3.968 $32.14 $6.30 29% richardred Total = $110.95 -------------------- -------------------- -------------------- Yoshi905 Stock Price Shares Value Cost … Change BOOM $14.63 3.492 $51.09 $8.59 70% LOGI $12.40 3.941 $48.87 $10.15 22% CMG $81.97 0.463 $37.99 $64.73 27% Yoshi905 Total = $137.95 -------------------- -------------------- -------------------- Bonefish Stock Price Shares Value Cost … Change FRO $18.48 2.843 $52.53 $17.59 5% GM $1.69 18.519 $31.30 $2.70 -37% Bonefish Total = $83.83 -------------------- -------------------- -------------------- S&P 500 866.23 0.1226 $106.16 815.94 … 6.2%

To: Taro who wrote (7474)	4/24/2009 11:28:35 PM
From: Asymmetric	Read Replies (1) \| Respond to of 20435

Anybody else pick up any Immucor Today? (BLUD) . Picked up a bunch for my personal account at $15. Wonder if Elroy would let me take a 50% position in my game portfolio? - A. Immucor Shares Hit 4-Year Low On Justice Dept Antitrust Subpoena By Donna Kardos, WSJ April 24, 2009 Shares of Immucor (BLUD) fell as much as 34% Friday to their lowest point since Nov 2004 after the maker of blood- transfusion testing systems said it received a subpoena from the Dept of Justice as part of an investigation of possible antitrust violations in the blood-reagents industry. Immucor said the subpoena, which came from the Justice Department's antitrust division, requested documents from Sept. 1, 2000 to present. The company said it intends to fully cooperate with the investigation. Immucor said it couldn't provide any comments or additional information beyond the release. Analysts said it is likely the Justice Department is looking into the large price increases Immucor has made over the years, along with Johnson & Johnson ( JNJ), it's key competitor in the U.S. blood-reagents market. However, analysts also believe it is unlikely any price collusion was actually going on. Johnson & Johnson declined to comment on the matter or on whether it has received any subpoenas related to the blood-reagents industry. Shares of Immucor were down 29% to $15 in recent trading. Earlier, they hit an intraday low of $13.75, the stock's lowest point since November 2004. The stock is now down 43% year to date. Johnson & Johnson, meanwhile, fell 1.4% in recent trading to $50.70. The stock has fallen 15% year to date. "The market domestically is essentially a duopoly between Immucor and J&J, and there's been price increases," Susquehanna Financial analyst David Turkaly said in an interview. "It's possible that one would raise [its prices] and the other would follow, but that doesn't necessarily mean anything illegal" was going on. Joshua Zable, an analyst with Natixis Bleichroeder, also said the government is likely probing for some form of price collusion, though he found it difficult to believe any price collusion could have actually occurred. "Price collusion would indicate they were working together," he told Dow Jones Newswires. "I don't think they were working together because they are competitors. And they are good competitors." Zable noted that historically, J&J has been the price leader, and Immucor has typically matched its price increases. "Somebody probably raised a question, and it's [the Justice Department's] job to investigate," he said. Turkaly noted price collusion would be "a pretty difficult thing to prove," and even on the chance that it was proven, he doubts the companies would be significantly impacted, given the role they play in the blood market. At worst, if anything criminal were proven, Turkaly expects the government would impose a fine, pricing constraints or both. The blood-reagent products from Immucor and Johnson & Johnson test blood samples that are donated and used for transfusions. "Their products are absolutely essential, important parts of the blood supply in this country," Turkaly said. "Is that the kind of company you're going to punish severely and put out of business, given what they do and what they are to the health-care system?"