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Non-Tech
S&P Midcap 400 Portfolio (^MID, MDY)

An SI Board Since January 2001

Posts	SubjectMarks	Bans
181	3	0

Emcee: Londo	Type: Moderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
31	Close of May 18, 2001. Portfolio allocations: 1. Energy/Oil: 30.5%: EQT, SC	Londo	-	5/20/2001
30	EQT and VLO purchases were executed at 78.75 and 49.50, respectively.	Londo	-	5/17/2001
29	Place an order to buy 35 shares of Valero Energy (VLO) for a limit of $50/share,	Londo	-	5/16/2001
28	Place order to buy 12 shares of Equitable Resources (EQT), with a limit of 80 do	Londo	-	5/16/2001
27	Greenspan drops rates another half point. THIS IS NOT GOING TO BE HELPING THE E	Londo	-	5/16/2001
26	Concerned about the low ^VIX volatility. Implies that there will be a negative	Londo	-	5/15/2001
25	Nasdaq continues to drop (SLOWLY), as ^VIX climbs (SLOWLY). No need to do any a	Londo	-	5/14/2001
24	INCY opened at $18.35 today, and rose to hit my limit target of $18.50. So, as	Londo	-	5/8/2001
23	Portfolio statistics, before the opening of Monday, May 7th, 2001: Cash positio	Londo	-	5/7/2001
22	Note: According to Yahoo, PDLI opened on Friday at 60.10. However, the one-day	Londo	-	5/7/2001
21	Still concerned that the market will fall, mainly because the ^VIX is falling li	Londo	-	5/2/2001
20	This bloody stock market isn't correcting itself! I'm considering to re	Londo	-	4/30/2001
19	Looking at AFCI.. they have $850M in the bank, and a market cap of $1.25 billio	Londo	-	4/27/2001
18	INCY's earnings were fine. Conference call was half an hour, and well perfo	Londo	-	4/27/2001
17	CBSS has no exposure to Argentina. Some financials are going to get crushed whe	Londo	-	4/25/2001
16	Nasdaq continues to correct. No action will be taken until it has reached the 1	Londo	-	4/25/2001
15	Have a sneaking suspicion that INCY lowballed their earnings estimates just so t	Londo	-	4/19/2001
14	Note on markets: I'm expecting the Nasdaq to head up to roughly 2200 (curre	Londo	-	4/19/2001
13	Limit orders on COMS and CY were filled; all shares were sold at $5/share, and $	Londo	-	4/18/2001
12	I'm not 100% sure whether the CY earnings report is going to tank the stock	Londo	-	4/16/2001
11	SCG order was filled on the day of order; CBSS order was filled April 11th.	Londo	-	4/11/2001
10	Placing order to buy SCANA Corp.. (NYSE: SCG). This diversified holding compa	Londo	-	4/10/2001
9	Placing order to buy Compass Bancshares (CBSS).. this financial company deals p	Londo	-	4/10/2001
8	All outstanding orders have been filled. Note that although this isn't a da	Londo	-	4/10/2001
7	Note: CY and INCY fills were executed. Order for KEM expired; Place order to	Londo	-	3/20/2001

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