m3rn holdings
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Created by Mern
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Date updated:06-26-2008
MID-20'S DISCRETIONARY INVESTING
-
XOM
Exxon Mobil Cp - $72.47
- +0.79%
- $72.05
Best fundamentals of the bunch - some concern over declining production. Looking to phase out position at 94.50
-
GME
Gamestop Corp - $23.69
- -3.78%
- $24.65
Video game trend remains strong.
-
SIRI
Sirius Xm Radio I - $0.669
- +1.10%
- $0.67
Believe in the product long-term; spike on merger approval will be a decision point.
-
GS
Goldman Sachs Grp - $176.76
- -0.96%
- $178.89
Value pick - low P/E for the best investment bank.
-
ACAD
Acadia Pharmaceut - $1.45
- +4.32%
- $1.43
Despite ACP-104 failure, not selling now with Pimavanserin and potential partnerships in the pipe. Prepared to pull the triger on any type of result.
-
CLWR
Clearwire Corpora - $6.07
- +2.19%
- $5.93
WiMax leadership plus important cooperation with Sprint, Intel, Motorola, Google, and the cable networks.
-
UYG
Ultra Financials - $5.67
- -0.18%
- $5.68
Trying to bottom-fish financials for what I feel will be an inevitable long term rebound.
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