Portfolio of the week - 2007

[peanuts]

... I'm just going to do exactly the opposite that I would normally do, and see how that goes....

SHORT LQDT

OK, this is where I would sell if I had gone long, so Rob, please cover LQDT.

I'll go with CA$H money, for now

[jiesen]

I'll take NFI long, please!

Rob, please sell my NFI. Thanks!

[sirtuck]

Potw

Sirtuck picks CHK long

[peanuts]

...I'm just going to do exactly the opposite that I would normally do, and see how that goes....

SHORT LQDT

OK, this is where I would sell if I had gone long, so Rob, please cover LQDT.

I'll go with CA$H money, for now

Normally, I would look at Bear Sterns and say, "geez... this is getting hammered and cheap.... maybe I should buy?"

Rob, please SHORT BSC

[Rob]

Week 32, Day 1

[spikefader]

Jiesen,

That was HUGE!

[jiesen]

Jiesen,

That was HUGE!

Thanks, Spike. Yeah, it was pretty big, unless of course you factor in my 40% loss from the same pick last week. (130% x 60% = 78%, a loss of 22%)

And I can only dream of exiting my actual NFI position with a mere 22% loss.
Actually, I'd do just fine if they'd only pay the roughly $20 dividend I'm owed by the end of 2007 for the 2006 REIT income. Somehow I doubt that that'll materialize, though.

[New-born baby]

Short MWY

Please short MWY. Thank you.

BTW, Rob: GOOG looks so good long here

[Rob]

Week 32, Day 2

NBB, I'm holding GOOG ....... and EBAY ... not to mention a few others.

[New-born baby]

Goog

Yes, Rob, I knew you are holding GooG and the beloved IMCL. This is an excellent buying op for GooG, imho. A nice place to jump on board if one has the cash.

[riverbabe]

Sell SIRI please.

[riverbabe]

buy JASO long please.

[Rob]

Week 32, Day 4

Lawdy what a mess!

[New-born baby]

WHAT a MESS!

I'm short with the market . . . and the junk I shorted is actually up 15%! And I do mean "juuuunk!"

[IIC]

Geez...and CRNT was doing so well since its debut on the IIC 100 on April 2nd...IBD...Late to the part AGAIN!!!