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Strategies & Market Trends
Portfolio Construction
An SI Board Since December 2005
Posts SubjectMarks Bans
1964 37 0
Emcee:  Paul Chiu Type:  Moderated
Introduction Compact
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189Wow, ILKG.PK sounds like an incredible company. I'm going to buy 1 million sleisuresports-2/16/2006
188The MS mutual funds are independent of MS, so my total exposure to MS is that 4.Paul Chiu-2/16/2006
187Paul, I think there would be a concern whenever a significant portion of net woSam Citron-2/16/2006
186On the lighter side: Why Hedge Funds Are Feeling the Need To Burst Into Poetry [Sam Citron-2/16/2006
185I am sware of this, Sam. I think most studies where the company stock was a conPaul Chiu-2/16/2006
184If it's not too much trouble, a static matrix with rows showing all S&P Sam Citron-2/16/2006
183As you may be aware, it is quite common for ex-employees to retain significant hSam Citron-2/16/2006
182Sam, I don't know of any free site with that. I can give you a static set Paul Chiu-2/16/2006
181The ideal display for my purposes would consist of a web link to a page display Sam Citron-2/16/2006
180i like the long term prospect of John Mack turning the businesses around having Paul Chiu-2/16/2006
179RE: MS options vested in 401K What factors impinge on your decision to retain oSam Citron-2/16/2006
178Sam, How you want it broken down? PaulPaul Chiu-2/16/2006
177Do you happen to have a link, Paul, to a matrix showing SPX company rows & dSam Citron-2/16/2006
176<i>1) Why MS instead of GS? 2) Why LU>AMAT? 3) What are ACA.FP and TBR?Paul Chiu-2/16/2006
175Paul, Questions about your portfolio: 1) Why MS instead of GS? 2) Why LU>AMSam Citron-2/16/2006
174Pretty bad week this week for my portfolio SPX +1.078% Chiu +0.177%Paul Chiu-2/15/2006
173<pre> <b>2/15/2006</b> 1. MSSGX 11.65% 2. VAGDX 11.Paul Chiu-2/15/2006
172Still more examples how sequential counts works. YHOO completed a 9-0 Buy dailyPaul Chiu-2/15/2006
171For example Sam and others, I shifted monies into precious metals sectors withiPaul Chiu-2/15/2006
170Only when certain conditions occur, they include: 1. Major benchmark re-weightiPaul Chiu-2/15/2006
169Do you actually rebalance your portfolio periodically and systematically to matcSam Citron-2/15/2006
168see you are pumping this stock on several threadselectra-2/15/2006
167As my goal is to beat the S&P 500 more than anything else, it is important tPaul Chiu-2/14/2006
166IPOs rarely make good investments as you well know, Paul. Google, of course, is Sam Citron-2/14/2006
165Remember our conversation last week? A rare IPO back in 2003 of an insurance chPaul Chiu-2/14/2006
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