Portfolio of the Week

[billyjoe]

Thursday's top 10 in reverse

10. websman sht KKD +3.07%

9. coachgbw REDI +3.38%

8. scifos HELE +3.45%

7. dmk112 ENWV +3.55%

6. coachgbw CRYP +3.58%

5. rickflyboy HW +4.40%

4. skiracer CMTL +4.62%

3. drutzen GGR +4.65%

2. skiracer HTRN +4.84%

and last, but not least, good ol'

1. RL HANS +5.29%


billyjoe

[billyjoe]

Friday's leaders at 1:30 pm

RL PRZ +3.60%

coachgbw
sht BEBE +7.71%
REDI are you ready for this? +36.41%

websman
sht MSO +4.80%
sht KKD +3.33
sht TZOO +4.70

drutzen
HITK +3.22%
sht YHOO +2.59
sht EBAY +3.99

dmk112
ENWV +2.49%
sht FXEN +2.40

Final results after close

billyjoe

[billyjoe]

Friday's top 10 in reverse :

10. dmk112 ENWV +2.14%

9. dmk112 sht ALGN +2.16%

8. drutzen sht YHOO +2.79%

7. websman sht KKD +3.33%

6. dmk112 sht FXEN +3.42%

5. drutzen sht EBAY +4.75%

4. websman sht TZOO +6.20%

3. websman sht MSO +6.74%

2. coachgbw sht BEBE +8.50%

a very loud drum roll for record setting #1

1. coachgbw REDI +25.49%


Still working on final results. Four contestants picks all advanced.

billyjoe

[Websman]

Wow...maybe I won??? At the least, I believe I've made the top 10...

[scifos]

I'm probably number 11.

[drutzen]

I think it will take billyjoe an extra half hour,
he will be roflhao for that long when he totals mine

Now we are back to normal, do the opposite of what I pick

[billyjoe]

This was a great contest despite the market. Websman picked 4 winning shorts while RL picked 4 winning longs. Skiracer and rickflyboy both correctly picked 2 winning longs. Here are the results.

RL
PRZ 4.48 4.73 105.6% $2640
APPX 55.175 55.56 100.7 2517
ATK 69.97 70.49 100.7 2518
HANS 53.33 54.44 102.1 2553

skiracer
CMTL 29.87 32.57 109.0% $5450
HTRN 11.89 12.95 108.9 5445

websman
sht MSO 20.30 20.20 100.5% $2512
sht KKD 7.51 5.80 122.8 3070
sht DHB 7.30 7.07 103.2 2580
sht TZOO 33.50 30.13 110.1 2753

rickflyboy
HW 30.40 31.00 102.0% $5100
AIRT 14.30 15.52 108.5 5425

dmk112
APPX 55.175 55.56 100.7% $2014
ENWV 24.88 26.25 105.5 2110
sht FRO 44.95 47.52 94.3 1886
sht FXEN 11.20 11.29 99.2 1984
sht ALGN 690 816 81.7 1634

scifos
IVIS 25.21 26.60 105.5% $2110
HELE 27.98 29.21 104.4 2088
sht CIN 39.50 39.93 98.9 1978
sht ICI 19.67 20.27 96.95 1939
sht POP 15.40 14.94 103.0 2060

IIC
CNTY 9.54 7.87 82.5% $4125
TIMHY 20.57 20.70 100.6 5030

BJ
DW 37.70 38.10 101.1% $5055
MTXX 12.23 12.02 98.3 4915

spikefader
sht RATE 12.79 12.81 99.8% $2495
sht EPAX 32.50 33.80 94.0 2350
sht RSH 24.40 24.06 101.4 2535
sht SLR 3.37 3.41 98.8 2470

drutzen
GGR 2.60 2.24 86.2% $1724
HITK 22.83 23.78 104.2 2082
sht PH 58.75 60.88 96.4 1928
sht YHOO 32.43 34.87 92.5 1850
sht EBAY 31.87 31.51 101.1 2022

coachgbw
HURC 13.10 11.34 86.6% $1732
ENDP 22.30 20.22 90.7 1814
REDI 1.40 1.92 137.1 2742
CRYP 29.09 30.94 106.4 2128
sht BEBE 33.17 32.51 102.0 2040

mea1956
AEOS 26.50 26.02 98.2% $1964
HD 36.11 36.02 99.8 1996
FBR 13.59 14.01 103.1 2062
sht PPH 74.45 74.55 99.9 1998
sht SINA 27.08 26.95 100.5 2010


Final Standings
1. Websman $10915 great performance for a "short" guy

2. Skiracer 10895 two nice picks in a difficult week

3. rickflyboy 10525 two more nice longs

4. coachgbw 10456 REDI one of the all-time great picks

5. RL 10228 the darts are warming up for summer

6. scifos 10175 almost pulled off a long/short combo

7. mea1956 10030 5 stable picks

8. BJ 9970 they only moved a few cents each way

9. spikefader 9850 these shorts didn't act right this week

10. dmk112 9628 ALGN would be a great long

11. drutzen 9608 GGR ran out of gas

12. IIC 9155 CNTY didn't know it was a long


billyjoe

[skiracer]

Webs,
Vulcanacious. Congrats.

[Websman]

"1. Websman $10915 great performance for a "short" guy"
You just don't know how true that statement is...Do you know how many short jokes I've heard in my lifetime??? lol

I win??? Me???

YES!!! Bwahaha....err...I mean...BWAAAAAAAAHAHAHAAAAAAAAA!!!!!!

My Pointed ears score a quadruple short!!!

No time to waste. I have to get to work on my next picks.

[Websman]

Webs,
Vulcanacious. Congrats.

Thanks Skiracer!
And might I add, you did a fantastic job yourself!

[B.J]

Webs wins... that is FASCINATING.

[IIC]

Way to Go Webs

'Ya know...I can handle coming in last in the contest...but I'll tell 'ya...CNTY was the stupidist real trade I've made this year. Not because I bot it...But because I did not sell it at my stop point. I think I had a bout of temporary insanity or something.

My sell point after the first day was 9.35. I paid 9.85...it did go way down that day but it came back and closed strong...then I was 1.06 up a few days later...then it pulled back...then EPS and announcements came out on Monday...For some "wacko" reason I held on(and there were plenty of opps to get out w/ a reasonable loss) I held on and sold in the 8.30's. I was moderately heavy in it in my short term account.

But, big blunders happen once in a while. I believe the "key" is to not get all upset about a big mistake. On Monday night I said to myself that I intend to get it all back by Thursday...not by taking big chances, but by simply trading my regular way. Well, I did it...As of yesterday I was green in that account for the week by making regular $$$ amount trades(some are more $$$ than others based on my plan)...and today was pretty good as I lost a little on ABLE but I made $1.82 sh on PRAA.

Anyway, I would hardly call this week a stellar week...but it was good in that I didn't panic...there are commonly 2 things that happen when traders make a big mistake(or a series of mistakes)...I've been guilty of both myself in the past...1) They reduce their trading amounts...in which case they miss opportunities...2) They start trading larger $$$ to try and get it back quick...Rarely does either way work IMO...The whole point is "Don't let mistakes get under your skin"...IIC

[scifos]

Congratulations to websman. People on this board constantly teach me things, wish I could contribute more.

[scifos]

I've been out of the POTW contest for awhile, but I'm going to submit back to back entries this time.

AMHC: Recently had an all time high. Its in a leading industry. Health care companies are attractive in uncertain economic times because they are non-cyclical. From a website I read:

"AMHC is a player in disease management, a rapidly growing industry that is driven both by demographics and by legislative changes in the Medicare program. Disease management is an art and a science that is complementary to acute medical procedures and applies to the care of chronic illnesses such as diabetes, coronary artery disease, kidney disease and osteoporosis, among others. American Healthways works with patients to make them better informed about their condition, more motivated to participate in their own care, and more cooperative in regard to their prescribed treatment protocol. Managing the treatment lowers the costs to everyone and prevents hospital re-admissions, which are the main cost culprit in disease treatment. In short, the company profits from the trend towards cutting costs by limiting access to treatments that at least the insurance industry and some Federal programs consider non-essential. Statistics show that approximately 70% of health care outlays in this country are generated by just 10% of the patient population, so HMO organizations are highly focused on "managing" that 10%. Furthermore, patients with chronic conditions are in this group because statistically they are more likely to become lax in regard to their own care. American Healthways provides a win-win in this particular situation, improving patient care by encouraging more and earlier treatment for this group, which reduces long-term costs to the healthplan providers."

Why buy right now? Revenue growth up 32% last quarter. Recent all time high. Net Income up 60%. Eight consecutive quarters where client numbers increased over 100% quarter over quarter. With a 19% short interest, it will provide plenty of fuel when the shorts cover.


Second pick: INSP
Another pick from a hot group. Online advertising IS the future, and the future is starting RIGHT NOW. Just look a google's and yahoo's recent earnings reports and investor's response to them. Business is booming. Infospace operates Dogpile.com and WebCrawler.com, two well known search engines. Total paid searches during the fourth quarter increased 32%, while revenue per search shot up 27%. While sales for the search and directory division increased 66%, sales in the company's mobile unit soared 250% (due to new web enabled cell phones and faster 3rd generation cell phone networks). In 2004, sales rose 89% to $249 million, and profits rang the register at $82 million, compared to a loss a year-earlier. Excluding a one-time gain on the sale of the company's Payment Solutions business, earnings came in at $1.40 per share. Over the past four quarters InfoSpace has beat the Street by an average of 68%.


Wither either of these two perform well in the next week or not is not really the point. For me, they are great investments because they lead their industries and their industries are leading the markets. Both have incredible financial fundamentals and in my opinion are the cream of the crop in the markets where there is no rising tide that lifts poorer stocks.

[Websman]

Congratulations to websman. People on this board constantly teach me things, wish I could contribute more.

Actually, you've taught me quite a bit.