Date updated:10-07-2007
Catalyst driven GARP and deep value blend, thematic/technical trading overlay.
Stockpickr portfolio represents about 1/3 of holdings, but key themes are highlighted -- trade long & short.
Quantum Trading's Blog

-
COMS
3com Corporation - $7.45
- +0.13%
- $7.45
JV H3C - bidding done. COMS owns all of JV and IMO did not overpay. COMS paid about 2 times forward Rev's which is very cheap considering the growth rate and the values being assigned to names like APKT, ALLT and RVBD. 11/29/06 - Buying some more at $4 and will add under $3.75 as well if the shares get that cheap. Think your buying core COMS at around $1.50 @ $4. That just seems way to cheap, esp. given that core COMS is growing Rev's.

-
JDSU
Jds Uniphase Corp - $7.29
- -1.35%
- $7.33
12/13/06 - Going to add to this but waiting for CIEN call. ADCT responded well as did JDSU to their last muted EPS call.

-
MRVL
Marvell Technolog - $15.28
- +0.07%
- $15.00
1/12/07 -- we won't for sure until there is an iPhone tear-down but many folks speculating on what MRVL will have in device. If it's more than just WiFi chip then MRVL will get a large boost. If not, then RIMM business and more Xscale wins should more than justify purchase from INTC. Meanwhile, core business segments are positioned for solid growth in storage, switching, controllers & WiFi.

-
BEAS
Bea Systems - $0.00
- 0.00%
- $N/A
3/23/07 -- sold BRKS. Replaced with BEAS. Stock is very cheap with multiple catalysts going forward. Got beat up on fairly inline qtr. TA's quickly improving and a move through $13.50 would have staying power to mid-high teens.

-
YHOO
Yahoo! Inc. - $15.38
- -1.47%
- $15.50
Simply too many catalysts going forward and price cheap enough to not own some shares at current levels. Stock could rise 20% and still be quite reasonable. If they stay under $30 for more than another qtr. I think they get taken out.

-
ARAY
Accuray Incorpora - $5.54
- +2.40%
- $5.43
3/23/07 -- similar to ISRG but newer IPO and very high growth. I like it for spec. play and as emerging growth story. Emerging growth stories should do very well for next 1-3 years as growth outperforms value for the upcoming cycle.

-
GLW
Corning Inc - $16.41
- -0.97%
- $16.50
IMO, safest way to play Dem. driven alt energy thesis while getting nice tech. comglomerate exposure for an industrial value price. Filtration business will be a much bigger win for them than currently expected. Amazing IP portfolio as well.

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RACK
Rack - $0.00
- N/A
- $N/A
Bought substantially lower after the missed qtr. before most recent. Would add on a 10% pullback, holding at current levels though I feel they are one of single best plays on growing build-out of data centers, enterprise storage and back door play on internet infrastructure growth. Similar thesis to AKAM & EQIX but selling much cheaper. 12/2/2006 -- we got our 10% pullback plus a little more. Good place to increase or start positions. I continue to feel RACK is one of best growth plays for continuation of multi-year build of internet, data center, enterprise storage and broadband growth.
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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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01/30/2007 11:57 AM CST Asked by Quantum Trading Strat.
would not surprise me to see estimates coming down for CME over next few qtr's
01/10/2007 03:01 AM CST Asked by Quantum Trading Strat.
updated AAPL commentary
12/13/2006 18:25 PM CST Asked by Quantum Trading Strat.
updates on ADCT & JDSU, CTXS
12/12/2006 17:29 PM CST Asked by Quantum Trading Strat.
sold some RBAK added to RACK today
12/07/2006 15:37 PM CST Asked by Quantum Trading Strat.
added Rbak commentary
12/02/2006 14:59 PM CST Asked by Quantum Trading Strat.
Added GOOG commentary.
11/29/2006 15:50 PM CST Asked by Quantum Trading Strat.
COMS -- selling is a bit extreme considering that they paid a good price for the JV and are getting a good piece of the purchase price back in the cash on JV's Balance Sheet.
11/28/2006 17:25 PM CST Asked by Quantum Trading Strat.
Added to my RACK position today after nice 2 day sell-off.
11/23/2006 21:13 PM CST Asked by Quantum Trading Strat.
I've been trimming some BIIB and adding LVLT -- so I put LVLT in my top 20. Not the buy it was in the low to mid $3's but it's still very cheap with big upside in 2007.
11/20/2006 14:06 PM CST Asked by Quantum Trading Strat.
Buyout rumors helping ISRG today. Buyout or not I think the stock has 25%+ upside. Buyout would have to garner huge premium.