Portfolio of the Week

[skiracer]

I use Yahoo, which had 22.00.

No problemo.

[dmk112]

Thanks!......

[B.J]

Ski, I've been able to confirm in more than one place that the AMLN open was, in fact, 21.78. I have adjusted the standings, as such.

[skiracer]

BJ,
No big deal BJ one way or another. I'm just enjoying the game and the competition. I know that it is alot of work and you're doing a great job. Whatever you do is fine with me. Dru is kicking the shit out of all of us anyway. My only consolation is that I bought a half position of VPHM at 8.70 and look where it's at now. I'm blessed. It's hard for me to root against him and VPHM. Anyway thanks for the consideration and fairness in doing so. I came in 3rd behind Doug the last 2/3 weeks and he still has got me by a point.

[drutzen]

Anyone watching CAFE, great story with the energy savings, could be really nice long term

[B.J]

BJ,
No big deal BJ one way or another. I'm just enjoying the game and the competition. I know that it is alot of work and you're doing a great job.

Thanks Ski. The fact that you disputed the week open yesterday, instead of Friday, made the error easy for me to correct. Just a one-cell correction on Excel. As long as I can verify the Monday open readily, I can correct it.

BTW, congrats on IBM!

[Lyehopper]

Hey BJ... Sorry to put through more work, but my second pick was "a short" so I'm actually down more than you figured.
PARL (long) FWLT (short)... You are doing a fine job, I appreciate it.

THE WEEK IS YOUNG! ... get off your sorry a$$ PARL!

[B.J]

Thanks, Lye! I really have to learn how to read

[drutzen]

Thanks all, but I have to give IIC some accolades with the PTC pick, if he didn't like diversification so much I would have had my behind kicked.
I am not really fond of the bigger volume down day 2 days ago, but a little profit taking isn't bad. Plus they will have to buy it back when it goes back over 10 again next week.
If it ain't broke, don't fix it. I'll stick with it for next week.
One you may want to look at is TIE, sold off pretty hard, but held 50dma, just a lot of profit taking. I think it should bounce back a bit next week.
I am giving JVA another day to get back over the 9dma, but if you notice, the up days volume is crap, so I may just dump and go.
Overall the week was pretty crappy for me, got killed Thur when the dow was up nicely. go figure.
Oh well, another week next week, long VPHM, have not sold any yet. So I am happy

I started to worry yesterday about TIE, but she came back pretty nicely today, up over 11 for the day. As for JVA, i am still holding. But I did have a nice chunk of CAFE, and kept some for longer.
About CAFE, they have warrants expiring on July 21 at 11 AM, 12 mil. more shares added. Current shares outstanding, 4.9 mil, with 3.6 mil float. I don't know when the shares will be delivered, or if the market makers can trade them right away, but I would expect a sizable dip coming up for all of these new profit takers, plus the outstanding shares will more than triple. Could be the time to get in. They have a contract for only 10 wal mart stores now, but the first test wal mart gave them a 19% savings in energy for their lighting. After the next 10, sky's the limit???????? Plus their are many other stores other than wal mart. I need to find out if their system is patented or not though.

[dmk112]

Well looks like futures are down big....NAZ is -11.5 at this point... looks like earning AH weren't as good as expected.

[B.J]

Today's action. Ray earns dart of the day with FORD, followed closely by DMK's JMDT, and Diogenes' MSTR. Overall race suspenseless as usual:

Stock Week Open Prior Today Overall % Today % Balance

Dru VPHM 10.65 11.78 12.04 13.05% 2.21% 11305.16
Totals 13.05% 2.21% 11305.16

IIC FRED 18.27 18.61 18.98 3.89% 1.99% 3462.87
ALKS 14.30 14.36 14.86 3.92% 3.48% 3463.87
EQIX 44.50 43.47 43.88 -1.39% 0.94% 3286.89
Totals 2.14% 2.14% 10213.63

TheBigN1 OSI 45.56 45.37 45.49 -0.15% 0.26% 9984.64
Totals -0.15% 0.26% 9984.64

Lyehopper PARL 31.40 30.44 29.52 -5.99% -3.02% 4700.64
FWLT (S) 19.77 19.98 19.90 -0.66% 0.40% 4967.12
Totals -3.32% -1.31% 9667.76

Ski AMLN 21.84 21.89 21.60 -1.10% -1.32% 4945.05
HTRN 13.96 13.92 13.42 -3.87% -3.59% 4806.59
Totals -2.48% -2.46% 9751.65

Spike ZICA 2.75 2.60 2.66 -3.27% 2.31% 9672.73
Totals -3.27% 2.31% 9672.73

Diogenes USNA 48.04 47.54 47.43 -1.27% -0.23% 4936.51
MSTR 67.00 67.22 70.00 4.48% 4.14% 5223.88
Totals 1.60% 1.95% 10160.39

RL AIX 10.52 10.53 10.26 -2.47% -2.56% 2438.21
FORD 18.50 19.25 20.14 8.86% 4.62% 2721.62
TOA 28.29 27.41 27.31 -3.46% -0.36% 2413.40
RECN 29.25 29.05 29.11 -0.48% 0.21% 2488.03
Totals 0.61% 0.48% 10061.27

DMK JMDT 27.81 28.91 30.13 8.34% 4.22% 5417.12
MCD 30.82 30.90 30.85 0.10% -0.16% 5004.87
Totals 4.22% 2.03% 10421.98

Jiesen GFCI 0.42 0.40 0.39 -7.14% -2.50% 9285.71
Totals -7.14% -2.50% 9285.71

[diogenes]

Today's action. Ray earns dart of the day with FORD, followed closely by DMK's JMDT, and Diogenes' MSTR.

Me?! Truly a great day for us Cynically-mind tub dwellers.

[B.J]

Chalk up pick of the day for Doug and ALKS. Dru continues to lead, although Ray's dart that hit FORD has overtaken VPHM. But Dru continues to make lack of portfolio diversity pay off.

Stock Week Open Prior Today Overall % Today % Balance

Dru VPHM 10.65 12.04 11.93 12.02% -0.91% 11201.88
Totals 12.02% -0.91% 11201.88

IIC FRED 18.27 18.98 18.91 3.50% -0.37% 3450.10
ALKS 14.30 14.86 15.82 10.63% 6.46% 3687.65
EQIX 44.50 43.88 44.20 -0.67% 0.73% 3310.86
Totals 4.49% 2.27% 10448.61

TheBigN1 OSI 45.56 45.49 45.95 0.86% 1.01% 10085.60
Totals 0.86% 1.01% 10085.60

Lyehopper PARL 31.40 29.52 30.50 -2.87% 3.32% 4856.69
FWLT (S) 19.77 19.90 20.03 -1.32% -0.65% 4934.24
Totals -2.09% 1.33% 9790.93

Ski AMLN 21.84 21.60 22.04 0.92% 2.04% 5045.79
HTRN 13.96 13.42 13.90 -0.43% 3.58% 4978.51
Totals 0.24% 2.81% 10024.30

Spike ZICA 2.75 2.66 2.71 -1.45% 1.88% 9854.55
Totals -1.45% 1.88% 9854.55

Diogenes USNA 48.04 47.43 45.76 -4.75% -3.52% 4762.70
MSTR 67.00 70.00 70.33 4.97% 0.47% 5248.51
Totals 0.11% -1.52% 10011.21

RL AIX 10.52 10.26 9.74 -7.41% -5.07% 2314.64
FORD 18.50 20.14 21.15 14.32% 5.01% 2858.11
TOA 28.29 27.31 27.74 -1.94% 1.57% 2451.40
RECN 29.25 29.11 29.41 0.55% 1.03% 2513.68
Totals 1.38% 0.64% 10137.82

DMK JMDT 27.81 30.13 30.40 9.31% 0.90% 5465.66
MCD 30.82 30.85 30.90 0.26% 0.16% 5012.98
Totals 4.79% 0.53% 10478.64

Jiesen GFCI 0.42 0.39 0.39 -7.14% 0.00% 9285.71
Totals -7.14% 0.00% 9285.71

[B.J]

My apologies for not getting to this yesterday. Looks like Dru get de-throned, and Doug gets RE-throned. The two flip-flopped position today, as VPHM takes it on the chin two days in a row. Congrats, Doug!

Stock Week Open Prior Today Overall % Today % Balance

Dru VPHM 10.65 11.20 10.92 2.54% -2.50% 10253.52
Totals 2.54% -2.50% 10253.52

IIC FRED 18.27 18.85 19.05 4.27% 1.06% 3475.64
ALKS 14.30 15.67 15.85 10.84% 1.15% 3694.64
EQIX 44.50 43.80 44.70 0.45% 2.05% 3348.31
Totals 5.19% 1.42% 10518.60

TheBigN1 OSI 45.56 45.17 45.53 -0.07% 0.80% 9993.42
Totals -0.07% 0.80% 9993.42

Lyehopper PARL 31.40 31.00 31.50 0.32% 1.61% 5015.92
FWLT (S) 19.77 19.99 20.07 -1.52% -0.40% 4924.13
Totals -0.60% 0.61% 9940.05

Ski AMLN 21.84 21.94 21.21 -2.88% -3.33% 4855.77
HTRN 13.96 13.58 13.92 -0.29% 2.50% 4985.67
Totals -1.59% -0.41% 9841.44

Spike ZICA 2.75 2.75 2.71 -1.45% -1.45% 9854.55
Totals -1.45% -1.45% 9854.55

Diogenes USNA 48.04 47.49 47.89 -0.31% 0.84% 4984.39
MSTR 67.00 69.25 67.80 1.19% -2.09% 5059.70
Totals 0.44% -0.63% 10044.09

RL AIX 10.52 10.10 10.45 -0.67% 3.47% 2483.37
FORD 18.50 19.78 19.99 8.05% 1.06% 2701.35
TOA 28.29 28.12 28.73 1.56% 2.17% 2538.88
RECN 29.25 29.17 29.95 2.39% 2.67% 2559.83
Totals 2.83% 2.34% 10283.43

DMK JMDT 27.81 28.96 29.17 4.89% 0.73% 5244.52
MCD 30.82 30.78 30.94 0.39% 0.52% 5019.47
Totals 2.64% 0.62% 10263.98

Jiesen GFCI 0.42 0.41 0.39 -7.14% -4.88% 9285.71
Totals -7.14% -4.88% 9285.71

[B.J]

BTW, I need someone else to run it next week. I sense a time crunch coming on.