Portfolio of the Week

[B.J]

At long last... Today's results.

Dru runs and hides from all competetion, making non-diversification pay off with his only pick VPHM.

Stock Week Open Prior Today Overall % Today % Balance

RL PDC 15.52 15.52 15.75 1.48% 1.48% 5074.10
CRDN 25.39 25.39 26.25 3.39% 3.39% 5169.36
Totals 2.43% 2.43% 10243.46

Dru VPHM 6.75 6.75 8.08 19.70% 19.70% 11970.37
Totals 19.70% 19.70% 11970.37

Ski HTRN 13.06 13.06 13.51 3.45% 3.45% 2068.91
NGPS 27.30 27.30 29.92 9.60% 9.60% 2191.94
CMTL 33.08 33.08 34.64 4.72% 4.72% 2094.32
TOL (S) 98.47 98.47 100.70 -2.26% -2.26% 1954.71
GOOG (S) 292.00 292.00 295.71 -1.27% -1.27% 1974.59
Totals 2.84% 2.84% 10284.47

Webs DHB 8.53 8.53 8.49 -0.47% -0.47% 4976.55
IPIX 2.99 2.99 2.77 -7.36% -7.36% 4632.11
Totals -3.91% -3.91% 9608.66

IIC DYN 5.06 5.06 4.92 -2.77% -2.77% 9723.32
Totals -2.77% -2.77% 9723.32

DiogenesSWN 51.50 51.50 52.90 2.72% 2.72% 5135.92
LOJN 18.48 18.48 18.50 0.11% 0.11% 5005.41
Totals 1.41% 1.41% 10141.33

Jiesen GFCI 0.56 0.56 0.55 -1.79% -1.79% 9821.43
Totals -1.79% -1.79% 9821.43

BJ CMT 9.25 9.25 9.00 -2.70% -2.70% 3243.24
ABLE 15.85 15.85 16.96 7.00% 7.00% 3566.77
ERS (S) 9.39 9.39 8.86 5.64% 5.64% 3521.48
3.31% 3.31% 10331.49

[skiracer]

Huge day for me with the 3 longs that I own. I put those 2 shorts in because I own a few Sept. 100 puts on TOL and irrational behavior on GOOG. NGPS got a little contract and went off the scale. Still holding all three of the longs and the puts on TOL.
Nice day Dru. I've been watching that stock for the last couple of weeks and knew it was going to go off an today I just stood by and watched it go without doing a thing. I was mesmerized by NGPS and CMTL. Almost made the play when it was up .50.

[drutzen]

Very nice day, can I just put in a 7.75 stop and if anyone catches me this week, they more than deserve it.

[diogenes]

Okay, I am game, what do you think VPHM will peak at?
Nice pick on that one, by the way.

[skiracer]

Dru,
What goes up comes down. Still two days left in the week.

[drutzen]

Yea, I think we may have a bit of profit taking coming up. The good part is that it has been at 7.37 so pullback may not be too bad. How about another 20% up day tomorrow, and then a 10% pullback the next two. It looks like I would have been ok to switch to JVA too.

[B.J]

Lyehopper here... (New poster)... These aren't exactly IBD darlings (right now) .... But I'd like to toss my hat in the ring with this selection from my "bottom fishing" program. NOTE: options can be traded on all of these picks too.

ALDN (long)
BSTE (long)
EZPW (long)
USNA (long)

Lye, just noticed your post. You're a little late. If you want, I'll track you in the standings just for comparative purposes...

Remember, before Monday's open from now on.

[IIC]

Dru,
What goes up comes down. Still two days left in the week.

So I loan BJ my calculator...now I gotta loan you my calendar

[skiracer]

Like I said Dru, what goes up comes down. Still 3 days left in the week. Thanks Doug. Almost lost a day of action.

[B.J]

Ski, methinks you're too excited about NGPS... so excited you forgot what day it was

[Lyehopper]

no sweat.

Lye, just noticed your post. You're a little late. If you want, I'll track you in the standings just for comparative purposes...

Remember, before Monday's open from now on.

Thanks BJ .... I'd appreciate your tracking my picks. I'll be sure to post on Sunday nights in the future. Question .... How is a winner picked? By greatest weekly % gain (not $ gained)?

[Lyehopper]

ok i see...

$10k total funds divided equally between the picks. right?

[drutzen]

Actually Mr. Lyehopper, if you had the biggest % gain, I would reckon you would have the biggest $ gain also.

[skiracer]

BJ,
So much stuff running through my head all day everyday. Running a construction company and a real estate business. All I really want to do is watch and trade the markets. Trying to do all three is exasperating at times an I do lose track of the calendar.
Having a decent couple of weeks. CMTL is up around 2 points and NGPS is close to 4 points. HTRN is up almost a 1 point. The TOL Sept 100 puts are up just about 1 point as TOL dropped pretty good today. GOOG, which I don't own but have as a short position in the contest, corrected today and gave almost all of yesterdays 4.5 point gain back today. Haven't placed any stops on any of these positions yet. In the morning I'm going to put a stop up close on CMTL and NGPS. Nothing on HTRN.
And you're right I am a little excited about NGPS. I think there is some gas left in the tank and my problem is to stay in the position to grab anymore gains but protect the current gains with a stop at some point which will protect the gains yet not get stopped out to soon. I'm looking at the 28.75 area for a stop. Just alittle below todays low of 28.86. $34 for CMTL. I think we could see TOL drop to somewhere around $96/97 before it starts to look cheap again. So I'm holding tight with those puts to see which way the wind is going to blow with TOL.

[Lyehopper]

you reckon?

Actually Mr. Lyehopper, if you had the biggest % gain, I would reckon you would have the biggest $ gain also.

I guess my (seemingly stupid) question would make more sense if you had some detailed insight and history into my confused mind.lol

In the 3rd grade I had a teacher slapp me across the face (HARD) because she thought I was either stupid or a smart a$$. NOTE: 34 years ago (in the south) a teacher could discipline her students anyway she saw fit!

Flash back .... 1971, 1st day of school .... small town N.C. .... HOT! .... NO air conditioning. New excercise in "changing classes" .... We marched down the long narrow hallway our sneakers squeeking on the polished floor .... A line of (25 give or take) 8-yr-old-snot-nosed kids headed for this (mystery) teachers classroom .... Right behind the "homeroom teacher", I led the line .... As we entered the room, our new teacher "Mrs Creech", in a loud, stern voice said "STUDENTS! you will see your names posted on your assigned desks" .... I quickly found my desk, as my last name begins with "B" and it was near the front of the room. I sat down with my chin resting on both hands and gave Mrs Creech my rapt attention .... Some students (evidently) had found books in the seat of their old wooden desks and wondered what to do with them. She saw them hesitate as they encountered the books in their seats .... She barked " BOYS AND GIRLS IF THERE ARE BOOKS IN YOUR DESK .... SIMPLY TAKE THEM OUT AND SLIDE THEM UNDER YOUR DESK"! .... Already seated, I immediatly bent over and looked "In my desk" for books .... and low and behold .... I found books! So .... accurately following her instructions, I promptly removed the books from their resting place and "slid" them "under my desk" .... or .... onto the floor. Yes, onto the FLOOR! .... DUH!!! .... That's when Mrs Creech (with no explaination what-so-ever) promptly backhanded me!

I guess my problem has always been jumping into a project "with both feet" before FULLY comprehending the instructuions.

SO .... Mr Drutzen ~aka~ Mrs Creech .... You see, I misunderstood BJ's rules. I thought we had $10k to invest in EACH stock (2-10 stocks). If that were indeed the case (which it's NOT) then it's entirely possible to have a specific weekly percentage (%) gain and a different (lesser or greater) dollar ($) gain (than) another participant. SHEESH! .... Now I need therapy!