Date updated:09-25-2008
These are the rest of my holdings - unless there is a stock split, I don't want to see any of these stocks ending up in my $5 and $10 portfolios.
Sold MIND on 3/29 at 14.62. Fil Zucchi said on minyanville that chatter on quarter is not good. Stock has failed at this level three times already so that and the chatter above told me to sell.
Added FCSX on 4/16 at 47.62 - Note 3 for 2 Stock Split not reflected in purchase price
Rotation Station out of energy/metals so I decided Today to lessen my exposure a tad.
Sold WFT on 4/19 at 48.25 - Energy has had a nice run (WFT included) and I think that it is prudent to take something off of the table. WFT ran into a rough stretch along this time last year so out it goes.
Sold GG on 4/19 at 25.61 - I still have a lot of Metals exposure and I'd rather keep the companies that might be takeover targets rather than GG which may look to acquire another mining company.
Bought Put Options on BKUNA (June strike, $22.50 at $1.20) on 4/20
Sold FTI on 4/20 at 68.64. Break of the trendline is worrisome and I don't like the down candlestick Today.
Bought ATVI on 5/3 at 20.74
Bought Call Options on FITB (June strike, $45 at $0.70) on 5/23
Bought TIE on 6/1 at 34.67
Bought PAAS on 6/1 at 28.8
Bought JSDA on 6/14 at 14.94
Bought ANW on 6/14 at 19.09
BKUNA Put options sold on 6/15 for 0.20. FITB call options expired worthless
Bought ASA on 7/13 at 68.09
Bought MCHX on 7/24 at 14.94
Sold ZQK on 7/25 at 12.79
Bought AKAM on 8/2 at 34.92
Bought TRA on 8/10 at 20.42
Bought QMAR on 9/18 at 18.7
Sold MCHX on 9/19 at 9.25
Bought INFN on 10/1 at 20.73
Bought ARAY on 10/2 at 17.6
Bought CLNE on 10/12 at 16.9
Sold MWA on 10/30 at 11.7
Bought NTCT on 10/30 at 14.5
Sold QMAR on 10/30 at 27 - Dry Shippers got clobbered Today. Time to get out
Sold ANW on 10/30 at 40.3 - Same reason to sell as QMAR sell
Bought KDE on 11/1 at 16.11
Sold NTCT on 11/8 at 13.8
Sold CTXS on 11/14 at 38.9
Sold ATVI on 11/16 at 20
Added MFN on 11/19 at 11.8
Sold CLNE on 11/20 at 15.58
Sold CY on 11/21 at 29
Sold PXD on 11/27 at 44.5
Added AYI on 11/28 at 40
Added CRNT on 12/3 at 12.7
Added CDS on 12/6 at 10.4
Added CLR on 12/6 at 24.4
Added CHT on 12/6 at 19.95
Added BRCM on 12/7 at 28.4
Added OXPS on 12/11 at 31.5
Added CRA on 12/26 at 16.8
Sold CRA on 12/28 at 16.32
Added BAA on 1/8 at 10.7
Added QMAR on 1/16 at 16
Sold TRA on 1/17 at 42 - this action in the Ag stocks reminds me of the shippers before they imploded.
Sold RMCF on 1/17 at 12
Sold KDE on 1/17 at 11.8
Sold CDS on 1/17 at 6.5
Bought ZGEN on 1/17 at 13.4
Bought MKSI on 1/18 at 17
Sold OXPS on 1/29 at 27.61
Sold QMAR on 1/29 at 21.6
Bought MELI on 2/1 at 37.44
Sold CHT on 2/1 at 21.4
Bought LM on 2/1 at 72.5
Bought AU on 2/11 at 35
Bought SNCR on 2/15 at 18.5
Bought ZINC on 2/21 at 15.98
Sold JSDA on 2/25 at 5.73
Sold PAAS on 2/28 at 40.8
Sold LM on 3/3 at 65.21
Bought GFI on 3/3 at 14.86
Sold ASA on 3/4 at 86.27
Bought NM on 4/7 at 10.4
Bought AFFX on 4/15 at 10.5
Bought NCTY on 4/24 at 21.88
Sold NCTY on 5/7 at 21.5
Bought ELON on 5/7 at 11.1
Double Down on SNCR on 5/7 at 12.9
Sold ZINC on 5/9 at 13.3
Bought HMY on 5/9 at 12.43
Sold NM on 5/19 at 14.23
Bought BBD on 5/20 at 23.11
Sold FCSX on 5/22 at 37.53
Sold MELI on 5/22 at 46.80
Bought HRS on 6/2 at 55.43
Bought OXPS on 6/6 at 23.05
Sold NTRI on 6/10 at 18
Bought NM on 6/10 at 10.25
Sold ARAY on 6/18 at 8
Sold ZGEN on 6/18 at 8.05
Sold WFSL on 6/19 at 20
Sold MKSI on 6/30 at 22.35
Sold AYI on 7/1 at 46.5
Bought MELI on 7/3 at 29.49
Bought XLF on 7/15 at 17.6

-
TIE
Titanium Metals C - $9.19
- -2.65%
- $9.31
Picked up on 6/1 at 34.67. I think that the metals are set to run again after this recent consolidation

-
AKAM
Akamai Technologi - $23.32
- +2.06%
- $22.77
Content Delivery Networks - hammered lately and went down to where I thought it was an attractive buy

-
INFN
Infinera Corporat - $7.46
- +0.27%
- $7.40
Potential disruptive optical play - been hearing things about this company for awhile

-
MFN
Minefinders Ltd - $10.75
- +0.84%
- $10.70
Adding some more gold exposure

-
CIEN
Ciena Corporation - $12.25
- +0.82%
- $12.02
No Analysis added

-
GFI
Gold Fields Ltd A - $14.00
- +2.19%
- $14.00
South African Gold Miner - costs in Rand, revenue in USD. Rand dropping helps costs and looks like they will solve power issue soon.

-
BRCM
Broadcom Corporat - $26.88
- -1.10%
- $26.95
Looks like a bottom? Time to pick up some good tech at a discount

-
BAA
Banro Corp - $2.22
- -1.77%
- $2.26
Banro - gold miner mentioned by Lance Lewis.
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A. Won't matter . . . the damage, by in
large, has already been done . . . and
the government is on a current path to
accelerate the day of reckoning . . .
which can be quite profitable for some .
. . quite painful for others.
A. The only one I own : SLX,
too hard pick a winner out all of them
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