Date updated:11-06-2009
Sold PG
Doubled down in GLDD before earnings
Moved into WAB post earnings

-
NVDA
Nvidia Corporatio - $12.90
- -0.62%
- $12.70
Juniper was going nowhere so swing traded into NVDA post earnings, think this momentum will continue with the stock trading at a big discount to tech.

-
AKAM
Akamai Technologi - $23.94
- -1.28%
- $24.07
Took profits in EMC after it was vaulting to unrealistic multiples. Now into AKAM, purely as a quality internet infrastructure name thats got further to run technically.

-
INFN
Infinera Corporat - $7.93
- -1.61%
- $8.03
Relative performance laggard prior to earnings to relative performance winner post earnings? I think so

-
UNG
Us Nat Gas Fd Etf - $8.99
- +0.56%
- $8.81
Fishing with the bottom fishers continually averaging down, only at a 10% loss as of now.

-
AUY
Yamana Gold Inc - $13.22
- -0.75%
- $13.10
Best derivative trade of gold prices that I could find.

-
GLDD
Great Lakes Dredg - $6.36
- +0.79%
- $6.37
Doubled position @6.17 Stock that I called into MAD MONEY. Cramer, I disagree, GLDD is already winning government stimulus money and they have a 50% bid/win rate on projects. Add to that backlog increased over last year to $390 mln and although the demolition business is horrible, the dredging revenue and better profit margins are more than making up for it. I predict a lot of upside here.

-
ISIS
Isis Pharmaceutic - $11.23
- +1.81%
- $10.92
Very encouraging research note out of Cantor Fitzgerald made me pull the trigger. Not to mention my success in investing in small-midsize biotechs with great pipelines and big codevelopment deals with the majors.

-
YHOO
Yahoo! Inc. - $15.38
- -1.47%
- $15.50
Finally a rebound in internet ad spending, yahoo is poised to benefit. Will eventually replace VCLK as a holding, after I take profits in it.
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By Roberto Pedone Posted on Nov. 20, 2009 According to Jim Cramer, options expiration is driving the current market selloff. He pointed out that the only stocks that we...
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A. why are you picking on just one ex-GS
employee....why not compare data on all
former GS employees?....sorry for
bringing your name into this useless
arguement.... Leon Cooperman one of The
400 Richest Americans (2009) worked 25
yrs at GS.
sources:
http://www.stockpickr.com/members/port/L
eon-Cooperman/
forbes.com
A. The only one I own : SLX,
too hard pick a winner out all of them
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