Portfolio of the Week 2010

[steelman]

Ody, I will take GMCR long this week. Thank you.

[wooish]

Thanks Ody, the chart is off the hook. Please short NBG for this week. Thank you.

[Odysseus]

Updated the POTW spreadsheet with some charts....

Wooish is making the rest of us look bad

[Peter Hansen]

Slw long

Happy Labor day to all ..........SLW LONG for the new week .......thanx ODY!

[Odysseus]

Congrats Wooish, Peter, and Peanuts !

Wooish knocked the ball out of the park this week, taking F for a small loss, but then snagging AAU on a beautiful +26% gain. Good eye Wooish !
Almaden Minerals Ltd. (Almaden) is an exploration-stage company. Almaden is engaged in the business of the acquisition, exploration and when warranted, development of mineral properties. The Company has property interests in Canada, United States and Mexico.
Ford Motor Company (Ford) is a producer of cars and trucks. Ford and its subsidiaries also engage in other businesses, including financing vehicles. It operates under two segments: Automotive and Financial Services.

Peter grabbed the silver on another great gain of +8% on the back of ANV. Well done !
Allied Nevada Gold Corp. (Allied Nevada) is a gold producer, which operates the Hycroft Mine and has a large number of exploration claims in the State of Nevada. At May 15, 2009, Allied Nevada had proven and probable mineral reserves of 1.1 million ounces of gold and an aggregate land position of approximately 386 square miles (621 square kilometers). The Company operates in three segments: Hycroft Mine, Exploration Properties, and other.

Peanuts followed up with the bronze medal going long on CALL for a nice +4%. Good call ! Sorry, just had to incorporate some kind of pun Interesting to note, both Wooish and Peanuts now have 13 medals....
VocalTec Communications Ltd. (VocalTec) is a provider of carrier-class voice over Internet protocol (VoIP) and convergence solutions for fixed and wireless communication service providers. The Company provides trunking, peering and residential/enterprise VoIP application solutions that enable flexible deployment of next-generation networks (NGNs), as well as VoIP and intelligent network (IN) solution targeted specifically at mobile service providers.

What a great week in general, let's hope this isn't just a bullish run before the bearish dive. Good luck all !

[wooish]

This was picked at the beginning of the week when the market sentiment was bearish. I figure investor would probably fled to gold stock. On top of that, I was lucky that the company has positive development and of course I think there's a good PR today which propel the stock to the cloud. As of closing today, I think the stock is overbought and it's due for a correction.

[peanuts]

Ody

Please sell F and buy AAU. Thank you.

Wooish, this was an excellent play. Could you please let us know more about your decision to choose this? In advance, thanks.

[peanuts]

VRSN long, limit order @ $28.50 please and thank you

Well, I was expecting this to fill this morning. But since it hasn't, I'll make a switch to open the week with a long position in CALL

[peanuts]

VRSN long, limit order @ $28.50 please and thank you

[wooish]

Ody

Please sell F and buy AAU. Thank you.

[steelman]

Ody,

I will take ZEUS short this week. Thanks.

[Peter Hansen]

Anv long

Anv long for the new week tahnx!

[Rob]

RATS again! Trying INTC this week. Looks oversold.

[Odysseus]

Congrats Peanuts, Odysseus, and John Henry !

Peanuts was one with the market this week, timing his longs and shorts perfectly. He shorted JKS for a cool +9%, then went long on AONE for +5%. Some good tradin' there !
JinkoSolar Holding Co., Ltd. is a solar product manufacturer. The Company has built a vertically integrated solar product value chain from recovered silicon materials to solar modules.
A123 Systems, Inc. designs, develops, manufactures and sells rechargeable lithium-ion batteries and battery systems, and provides research and development services to government agencies and commercial customers. In the transportation industry market, the Company works with global automotive manufacturers and tier 1 suppliers to develop batteries and battery systems for hybrid electric vehicles (HEVs), plug-in hybrid electric vehicles (PHEVs) and electric vehicles, (EVs).

I finally got a break and shorted UEPS into earnings correctly for +13%. Last 2 stocks I tried that trick on didn't work out too well
Net 1 UEPS Technologies, Inc. (Net 1) provides a smart card-based alternative payment system for the unbanked and underbanked populations of developing economies. The Company’s universal electronic payment system (UEPS) uses secure smart cards that operate in real-time but offline. This offline capability means that users of Net 1’s system can enter into transactions at any time with other card holders in even the most remote areas so long as a smart card reader, which is often portable and battery powered, is available.

John Henry was a trading like crazy this week, shorting VIT, then going long on GMCR, then shorting RIMM at the end. He just barely stayed in the green as his last 2 picks didn't work out as well as he had planned. But good enough for a shiny Bronze medal, well played sir !
VanceInfo Technologies Inc. is an information technology (IT) service provider and an offshore software development company in China. The Company’s range of IT services includes research and development services, enterprise solutions, application development and maintenance (ADM), testing, as well as globalization and localization.
Green Mountain Coffee Roasters, Inc., together with its subsidiaries (GMCR, Inc.) is engaged in the specialty coffee and coffee maker businesses. It sells over 200 whole bean and ground coffee selections, cocoa, teas and coffees in K-Cup portion packs, Keurig single-cup brewers, and other accessories.
Research In Motion Limited (RIM, not that anyone here hasn't heard of RIM ) is a designer, manufacturer and marketer of wireless solutions for the worldwide mobile communications market. Through the development of integrated hardware, software and services that support multiple wireless network standards, RIM provides platforms and solutions for seamless access to time-sensitive information, including e-mail, phone, short message service (SMS), Internet and intranet-based applications.



Return of the Bear.... ?

[steelman]

Ody, Please take me out of TSCO and I will take MFC short. I might be 2 days late on this but we will see.
Thank you.