mwilbert stuff I have sold
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Date updated:03-04-2008

Stocks that I have owned fairly recently but that I have sold, and prices where I would look at them again

symbol name last price % change open
  • +
  • PERY
    Perry Ellis Inter
  • $13.61
  • -8.23%
  • $14.42

Sold at 31 and change. Still like the company, but It isn't nearly as cheap as when I bought it It would be cheap again down around 20. Don't like retail-related stocks here, so I haven't bought any but down at 15-16 but it is well within my parameters now and I will probably buy it once everyone agrees there is a recession. May benefit from the fact that it sources a lot of its goods from Caribbean area rather than China.

People owning PERY also tend to own: BACHICCOBRICTGIDCCOMMOTEX

TheStreet.com Rating: D+ What is this?

  • +
  • FCX
    Freeport Mcmoran
  • $79.56
  • +0.08%
  • $78.58

Sold somewhere around 55. Like the mix of copper and gold, long-lived reserves. Management likes to return money to shareholders. Nervous about PD acquisition, copper prices. I'd like to buy it around 45, don't know if that will ever be possible.

People owning FCX also tend to own: AAPLBLE.TOCHINACTRPELR.TOEMUFMCN

TheStreet.com Rating: D What is this?

  • +
  • KTC
    Kt Corp Ads
  • $16.95
  • -0.24%
  • $16.96

Sold some around 26, some around 22.5 I still own a little of this, but I am swapping into EWY for more diversification.

People owning KTC also tend to own: AIBBHICHKCTVDLBDTVKRG

TheStreet.com Rating: D+ What is this?

  • +
  • LM
    Legg Mason Inc
  • $30.20
  • +0.30%
  • $29.67

Sold on 3/1 at 101 and change. It was a trade that didn't work, and that is why I sold it, but I don't think this is the kind of stock that I want in the current environment. Too levered to stock market performance.

People owning LM also tend to own: ARCCNDAQCBHCKFRDGXDKSGD

TheStreet.com Rating: D+ What is this?

  • +
  • DRL
    Doral Financial
  • $2.79
  • +1.82%
  • $2.87

Sold 5/1. Gave up--no sign there will be any value left there. This was probably my most expensive mistake ever. I made two serious errors. My posiiton size was too large for a stock that I classified as a speculation, and when it became clear things were substantially worse than I had believed, I didn't sell immediately. On the other hand, I didn't completely lose my mind, so it didn't make that much of a dent in the overall portfolio.

People owning DRL also tend to own: FTXNFRXMSBIOVEPHAL

TheStreet.com Rating: D What is this?

  • +
  • KOMG
    Komg
  • $0.00
  • N/A
  • $N/A

Sold half right after buyout announcement, sold rest 7/12. Very little upside left.

People owning KOMG also tend to own: BOOMCSCOINTCMRVLNUANOMNISTX

TheStreet.com Rating: No Rating What is this?

  • +
  • PALM
    Palm
  • $11.32
  • -2.16%
  • $11.42

I think all the attention in this segment is on RIMM and AAPL, and I don't see any sign that PALM has the ability to overcome that in the near to medium-term. Elevation Partners purchase lifted the price a bit, but now seems like a good time to exit. Sold last of it 7/12.

People owning PALM also tend to own: GMEGOOGHSYKONFLXNKEPBG

TheStreet.com Rating: E+ What is this?

  • +
  • NITE
    Knight Capital Gr
  • $16.37
  • +2.83%
  • $15.72

Suspect this will not be a good environment for them--too many customers disappearing.

People owning NITE also tend to own: ABBKEBRCCTRDLBETHKSWS

TheStreet.com Rating: B- What is this?

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