Portfolio of the Week 2010

[Odysseus]

POTW Winners: Steelman, Karel, and Deaddog !

Steelman takes the Gold this week on 2 good picks. He accidentally jumped into SFY, only to profit from it. Then made the pick he was truly aiming for, KWR, that locked in his 1st place win for the week. Wish I could oops like that
Swift Energy Company is engaged in developing, exploring, acquiring, and operating oil and natural gas properties, with a focus on oil and natural gas reserves onshore and in the inland waters of Louisiana and Texas. The Company focuses its development and exploration of fields in four areas: Southeast Louisiana, South Texas, Central Louisiana/East Texas and South Louisiana.
Quaker Chemical Corporation (Quaker) develops, produces, and markets a range of formulated chemical specialty products for various heavy industrial and manufacturing applications and, in addition, offers and markets chemical management services (CMS).

Karel comes back from a long hiatus, to apply his strategy that made him a winner last year, and snags the Silver in the process. Welcome back !
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.

And Deaddog makes it to the top again this week, but this time is able to walk away with his first medal off of FMCN. Well done !
Focus Media Holding Limited (Focus Media) is multi-platform digital media company. The networks operated by the Company include liquid crystal display (LCD) display network, poster frame network, in-store network, Internet advertising services network, billboard network and movie theater advertising network.



Welcome aboard ajohnston ! Good luck, Wooish and Peanuts be the ones to beat, and their not slowing down much yet

[Karel]

Congratulations, Steelman!

Thanks, Ody, for the kind words and not complaining when I made this week's entry in last week's spreadsheet. Yes, I want APKT long again! When can we start to enter new picks via the spreadsheet? After your report?

Regards,

Karel

[wooish]

Ody

Please long IRE 2.19. Thanks

[steelman]

Hi Ody,
I will take WLP long this week. Thank you.

[Odysseus]

Congratulations, Steelman!

Thanks, Ody, for the kind words and not complaining when I made this week's entry in last week's spreadsheet. Yes, I want APKT long again! When can we start to enter new picks via the spreadsheet? After your report?

Regards,

Karel

Oh you can make it whenever you want after close on Friday. It gets put in the list, I take note, hide it, finish up the spreadsheet, then put it back in.

[peanuts]

AGQ short please and thank you

[Karel]

Long APKT

Amazing.

Long APKT please, Ody!

Regards,

Karel

[Odysseus]

POTW Winners: Peanuts, Karel, and Deaddog !

The only one to short this week takes the Gold ! Peanuts snags a nice +5% off one of AGQ's bad days. Nice trade !
ProShares Ultra Silver (the Fund) seeks to provide daily investment results that correspond to twice (200%) the daily performance as measured by the United States dollar fixing price for delivery in London. The Fund will not directly or physically hold the underlying silver, but instead will seek exposure to silver through the use of financial instruments, whose value is based on the underlying price of silver to pursue their investment objective.

Karel hits the 2nd slot again, taking the Silver on his power play from last year, going long each week on a stock such as APKT. Well done ! (Amazing indeed)
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).

Deaddog comes in 3rd for a nice +3% and a Bronze medal to boot, going long on ADSK. Starting to make a name for yourself on some good picks, well done !
Autodesk, Inc. (Autodesk) is a design software and services company. The Company serves customers in the architecture, engineering and construction, manufacturing, and digital media and entertainment industries. The Company operates in four segments: Platform Solutions and Emerging Business (PSEB), Architecture, Engineering and Construction (AEC), Manufacturing (MFG) and Media and Entertainment (M&E)

Key to winning this week: Pick a stock that starts with A

[peanuts]

Congrats to all the greenies!

BW short please and thank you

[wooish]

Ody

Please long HERO 2.43. Thanks

[steelman]

Ody,
I will take EZPW long this week. Thank you. I hope everyone enjoyed their Thanksgiving holiday!

[peanuts]

ugh... please close BW

long XTXI

[Karel]

Go APKT!

Regards,

Karel

[Odysseus]

POTW Winners: Karel, Rob, and Wooish !

Karel takes his first Gold medal this year on APKT ! Congrats ! (alas, I forgot to put his entry in until the end of the week, sorry) Taking a nice +18% off the table using that incredible strategy. Interesting piece to note: "Acme Packet, Inc. (NASDAQ:APKT) is the 3rd best rebounding stock in this segment of the market. It has risen 434% from its 52-week low. It is now trading at 99% of its 52-week high. "
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

Rob snags the Silver this week on a well deserved double digit gain off of CZZ, well done ! CZZ is also one of the top 5 Packaged Foods & Meat Industry.... yeah sorry I couldn't find anything more interesting than that on them Though interesting to note (as I've been doing volume studying of late) They had above average volume all week up until Friday, when they had just under.... what tipped you off on them Rob?
Cosan Limited (Cosan) is a holding company. The Company is engaged in the production of ethanol and sugar, the marketing and distribution of fuel and lubricants in Brazil, and logistics services in the state of Sao Paulo, Brazil. It imports, exports, produces and sells ethanol, sugar, sugarcane and other sugar by-products.

Wooish takes the Bronze medal off of HERO with a +9% gain. This makes for his 20th medal to date. Congrats ! I believe if Wooish takes one more medal, he will have won the Trifecta of awards this year.... good luck sir !
Hercules Offshore, Inc. (Hercules Offshore) provides shallow-water drilling and marine services to the oil and natural gas exploration and production industry globally. It provides these services to national oil and gas companies, major integrated energy companies, and independent oil and natural gas operators.

[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