dirteedan Portfolio 1
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Created by dirteedan
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Date updated:04-14-2007

I like to pick what I think will be fast & sizeable movers. I do not wait very well! I try to go to the things that make sense for time & place.
i.e. like the war for instance.
Addendum: 4/10/07- Between FRPT-GROW & DNDN I don't have a lot of drag in my chutes, (SIRI & GRMN) I still think that FRPT will be massive this CY. With or without any press. My top 3 have me @ 22% unrealized. So the #'s can speak for themselves.

symbol name last price % change open
  • +
  • FRPT
    Force Protection
  • $5.09
  • 0.00%
  • $N/A

I started picking it up about the 3 Q last year. The story was bullet proof. no pun intended. I did everything but go to there facility. Talked to guys in the service, blah blah blah. I know it has come a long way, from boats to armor, but I do think it has a long way to go, and I think they have a hands down on a big chunck of the contract as soon they show they can handle the volume. They are picking up bits & pieces now, I am 99% convinced they will get a big piece of the pie. I don't think Jimmy C. likes it much, I get the impression he may have been singed by the crew there in the past?

People owning FRPT also tend to own: AMKRAOBCIBCOGOCUPECFL.PKEZPW

TheStreet.com Rating: C What is this?

  • +
  • GRMN
    Garmin Ltd.
  • $31.01
  • -2.58%
  • $30.75

I think its a good company, the first time I heard the military was allowing civy GPS I knew it would be big.

People owning GRMN also tend to own: ACIWADMADSAZPNCERNCKFRCREE

TheStreet.com Rating: C+ What is this?

  • +
  • MA
    Mastercard Inc
  • $235.59
  • -1.77%
  • $234.52

A license to steel?

People owning MA also tend to own: AAPAXPBRK-ABRK-BBROCHKCNQR

TheStreet.com Rating: B What is this?

  • +
  • NYX
    Nyse Euronext
  • $25.24
  • -2.09%
  • $25.08

Cramer is right, it going to be a rocketship!

People owning NYX also tend to own: AIGBACCPWRDISFWLTGS

TheStreet.com Rating: D+ What is this?

  • +
  • GS
    Goldman Sachs Grp
  • $164.16
  • -2.82%
  • $164.27

Again, the Cramer thing. My wife loves this company, she considers this her baby. It does seem to have a hammer lock on things.

People owning GS also tend to own: AOBCOGOCRYPGELGLWGRMNMDRX

TheStreet.com Rating: C What is this?

  • +
  • SIRI
    Sirius Xm Radio I
  • $0.629
  • -0.60%
  • $0.615

Every talk show I have ever listened over the years, it did'nt matter who. It could be Imus or whoever, but it was always Mel K. that was the big cheese at radio station. All the D.J's. always talked about him in glowing terms, and when I listened to him on Cramers show & he said he would turn a profit I believed him. What mere mortal would dare doubt. I will say again, I do not wait well, but I am confident it will be worth the wait.

People owning SIRI also tend to own: AMGNDAVEDKSMSFTPNRASHFLUTX

TheStreet.com Rating: D- What is this?

  • +
  • DNDN
    Dendreon Corporat
  • $27.24
  • -1.63%
  • $26.92

What can I say, it was your typical smash & grab. I had been following it, I love the Bio's. I will admit I did not buy it until the last minute on Wed.. I figured worse case if it did'nt get the nod how much downside could it have, it was 5 bucks? I think the most it moved that day was .14 cents. I was a little surprised Cramer did'nt at least consider it for a spec play? I will stay with it & see what happens to it on May 15th. I just buried a buddy last week from cancer, so I follow the sector closely. The things they are doing these days is truley amazing.

People owning DNDN also tend to own: GLWUNHACASAHMATBAUYBRLC

TheStreet.com Rating: D- What is this?

  • +
  • GROW
    U.s. Global Inves
  • $13.07
  • -1.13%
  • $13.02

I forgot to list this gem, I have had it since the low 20's. I'll let it's #'s do the taking for itself, not to mention the 2:1 that has not slowed it down.

People owning GROW also tend to own: ANSTBAPBSRRCWTRGESHITTOCN

TheStreet.com Rating: C What is this?

 

Start Price

Return Value

Start Date

FRPT 18.76 -72.87% Mar 30th
GRMN 54.15 -42.73% Mar 30th
MA 106.24 +121.75% Mar 30th
NYX 93.75 -73.08% Mar 30th
GS 206.63 -20.55% Mar 30th
SIRI 3.20 -80.34% Mar 30th
DNDN 12.93 +110.67% Mar 30th
GROW 31.58 -58.61% Apr 10th

Average return:

-16.73%

Success rate:

25%

Deleted Stocks:

ALL 60.06 +1.02% Mar 30th

Hated Stocks:

DB 139.59 -48.96% Apr 10th
UPS 70.31 -18.32% Apr 14th

Tracking Started: 03-18-2007

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