Portfolio of the Week 2010

[Karel]

Congratulations, Rob!

Ody, thank you for keeping score, and I have put myself down for another week of APKT long.

Regards,

Karel

[Odysseus]

POTW Winners: Rob, Karel, and Wooish !

Getting a lot of green was not easy this week, but Rob managed to take the most and take the Gold ! Congrats ! He went long on STWD and didn't look back
Starwood Property Trust, Inc. is focused primarily on originating, investing in, financing and managing commercial mortgage loans and other commercial real estate debt investments, commercial mortgage-backed securities (CMBS), and other commercial real estate-related debt investments. It also invests in residential mortgage loans and residential mortgage-backed securities (RMBS). The Company invests in target assets secured primarily by United States collateral.

Karel followed with his winning strategy, taking APKT long each week, and it paid off again, giving him the Silver and some more money in his pocket, well done !
Acme Packet, Inc., incorporated on August 3, 2000, provides session border controllers (SBCs) that enable service providers, enterprises, government agencies and contact centers to deliver interactive communications, such as voice, video and other real-time multimedia sessions, across Internet protocol (IP) network borders. The Company’s Net-Net product supports a range of communications applications at multiple network border points and also supports service architectures, such as IP Multimedia Subsystem (IMS).

Wooish followed up taking the Bronze medal on 2 picks, YOKU short, and CYTK long. Alas, his second one brought his percentages down, but he still ended on the up for the week, nice tradin' sir !
Youku.com Inc. American Depositary Shares, each representing 18 Class A ordinary shares.
Cytokinetics, Incorporated (Cytokinetics) is a biopharmaceutical company focused on the discovery and development of small molecule therapeutics that modulate muscle function for the potential treatment of serious diseases and medical conditions. The Company’s research and development programs relating to the biology of muscle function are directed to small molecule modulators of the contractility of cardiac, skeletal and smooth muscle.

[wooish]

Ody

Please cover YOKU 31.1x and long CYTK. Thanks.

[wooish]

Ody

Please short YOKU 31.78. Thanks.

[steelman]

Ody,
AIXG long this week. Thank you.

[peanuts]

CCC long please and thank you

[wooish]

Ody

Thanks for keeping the score. I wish I could take over the contest but having an infant and a six years old and a full time job is not possible at this time. I wish the contest can continue as this is truly a fun game. Thanks again.

[Odysseus]

POTW Winners: Wooish, Odysseus, and Karel !

Wooish cannot be beat ! He is at least taking home the most Gold medals and most Medals awards. Only if he picks badly these next couple weeks, or someone picks great, can he lose the ROI award. Well done sir ! He took ACLS this week and it gave him double digit returns, even if his second choice C took a couple % points from him.
Axcelis Technologies, Inc. (Axcelis) designs, manufactures and services ion implantation, dry strip and other processing equipment used in the fabrication of semiconductor chips. In addition to equipment, the Company provides aftermarket service and support, including spare parts, equipment upgrades, maintenance services and customer training. During the year ended December 31, 2009, the Company owned 50% of the equity of SEN Corporation (SEN), a producer of ion implantation equipment in Japan. In February 2009, the Company entered into an agreement to sell its shares in SEN, which closed on March 30, 2009.
Citigroup Inc. (Citigroup) is a global diversified financial services holding company. The Company provides consumers, corporations, governments and institutions with a range of financial products and services. As of December 31, 2009, Citigroup had approximately 200 million customer accounts and did business in more than 140 countries

I snagged the Silver Medal this week. Think my earnings method has done good. I've brought my ROI up from about 3 months ago when I started using it. Bought HRB at a bad time but made some $, and NSM was a much better trade though again, my timing was a bit off
H&R Block, Inc. (H&R Block) has subsidiaries that provide tax, banking, and business and consulting services. The Company’s Tax Services segment provides income tax return preparation, electronic filing and other services and products related to income tax return preparation to the general public primarily in the United States, and also in Canada and Australia.
National Semiconductor Corporation (National) is a semiconductor company focused on analog and mixed-signal integrated circuits and sub-systems, particularly in the area of power management. The Company designs, develops, manufactures and markets analog-intensive solutions.

Karel once again on the leaderboard grabbing his first Bronze medal off of APKT of course, well done sir !
Acme Packet, Inc., incorporated on August 3, 2000, provides session border controllers (SBCs) that enable service providers, enterprises, government agencies and contact centers to deliver interactive communications, such as voice, video and other real-time multimedia sessions, across Internet protocol (IP) network borders. The Company’s Net-Net product supports a range of communications applications at multiple network border points and also supports service architectures, such as IP Multimedia Subsystem (IMS).



Just FYI, still looking for someone willing to take over the contest. I have to retire officially at the end of this year.

[peanuts]

GRB short please and thank you

[wooish]

Ody

Please sell ACLS and short C. Thanks.

[Karel]

And the best thing is, I am in it with real money, for a 29% gain at the moment, ready to cream off some gains at 55+. Although a correction could happen any moment, especially after a 18% run in one week.

[...]

Ah, sold some yesterday at 55.55. That is the trouble with limit orders: sometimes you are completely unaware of the buy/sale. But I am fine with the gains, so don't feel sorry for me

Regards,

Karel

[wooish]

Ody

Please long ACLS 2.74. Thanks.

[steelman]

Hello Ody,
I will take BBL long this week. Thanks.

[Rob]

Felicitous Felons

. . . what tipped you off on [CZZ] Rob?

I was jotting down some notes while watching talking heads on TV, and CZZ was mentioned. I read a bit about the company and the chart looked good, so it seemed like a reasonable pick. This time it turned out better than I had expected.

[Karel]

And the best thing is, I am in it with real money, for a 29% gain at the moment, ready to cream off some gains at 55+. Although a correction could happen any moment, especially after a 18% run in one week.

And yes, it was luck, picking such a performer as my first stock after a long hiatus. I would expect that some of my picks are winners like this, but I just can't predict which one in advance.

Long APKT!

Regards,

Karel