Account That I Manage (AKA not my money)
592 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by gross641
DESCRIPTION:

Date updated:11-06-2009

Sold PG
Doubled down in GLDD before earnings
Moved into WAB post earnings

symbol name last price % change open
  • +
  • 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.

People owning NVDA also tend to own: AAPLAMTAMZNATHRBEASCTSHEMC

TheStreet.com Rating: D+ What is this?

  • +
  • 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.

People owning AKAM also tend to own: CMGFCXGOOGJECRIGTJXAPA

TheStreet.com Rating: C+ What is this?

  • +
  • INFN
    Infinera Corporat
  • $7.93
  • -1.61%
  • $8.03

Relative performance laggard prior to earnings to relative performance winner post earnings? I think so

People owning INFN also tend to own: ACASAHMATBAUYBRLCDNDNDPZ

TheStreet.com Rating: D What is this?

  • +
  • 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.

People owning UNG also tend to own: BHPEWMEWSFXAFXBFXCGLD

TheStreet.com Rating: No Rating What is this?

  • +
  • AUY
    Yamana Gold Inc
  • $13.22
  • -0.75%
  • $13.10

Best derivative trade of gold prices that I could find.

People owning AUY also tend to own: BDYIMAXAIRNEFIIFXIHLKGC

TheStreet.com Rating: No Rating What is this?

  • +
  • 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.

People owning GLDD also tend to own: ACIBACCFCCHKCSEDOESV

TheStreet.com Rating: C- What is this?

  • +
  • 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.

People owning ISIS also tend to own: NYXSAIEMNTGCTRCADVNMEDX

TheStreet.com Rating: D+ What is this?

  • +
  • 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.

People owning YHOO also tend to own: CBSDISGOOGNWSTWXVIAAIG

TheStreet.com Rating: C What is this?

previous next

Portfolio not tracked!

Comments not available

ADD YOUR COMMENTS:

Cramer's Take on Headline Stocks...

Not a Stockpickr member? Join the community today -- for free.Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about...

11.20.09 | 11:48 AM
Jim Cramer's Portfolios of the Week

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...

11.20.09 | 08:09 AM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 19, 2009 According to CNBC’s “Fast Money” traders, the stock market is showing no signs of stopping its current bull run. Joe Ter...

11.19.09 | 11:13 AM
Squeezing the Shorts: Earnings G...

By Jonas Elmerraji Posted on Nov. 18, 2009 There are plenty of reasons for stocks to have the attention of short-sellers. Waning financials, a deteriorating business mo...

11.18.09 | 12:36 PM
more articles
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
What happened to SPRD this week?
11.21.09 | 19:28 PM From author xdhong
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
more forums
Q. If Goldman Sachs is stupid, what...
11.21.09 | 17:17 PM Asked by Clementplace

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

today 's lists
Analyst Upgrades

Analyst Upgrades or Estimate Increases for Nov. 20, 2009. Read more here. more

Dogs of the Dow

Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on June 2, 2009. more

Cramer's Lightning Round

These are the stocks from Jim Cramer's Nov. 1 Lightning Round. We list the stocks on which he is BULLISH and BEARISH.... more