Monthly Archives: February 2007

Summary: Still perfect this week, up 0.8%. Star of the day was ACY (bought yesterday) up 11%. Saw a report on Fidelity that they made the naked shorting threshold list. Essentially this means more shares have been borrowed to short … Continue reading →

Summary: Another good day up 1.2%. FFHL, my forgotten Chinese industrial films punt, was up 7%. Still well down from where I bought it. Miners and Japan were solid. Last night I wrote about a strategy of shorting private equity … Continue reading →

Summary: Finally a little excitement! Up 1.6% on the day. Miners and ex-div TNH were the stars. No trades today. Thinking of closing up my PHM short though longer term its probably still a good speculation. Positions: Long: jeq jof … Continue reading →

Summary: Up 0.08% on the day. Miners down while Japan up. Shorts were down and everything else mixed. Homebuilders and subprime lenders continue to get pounded. Speculation in some quarters that select lenders such as NFI are looking cheap. I … Continue reading →

Summary: Down -0.04% on the day. China down, as were Japan CEFs despite the Nikkei rising 1.2%. Mining stocks were mixed even though metal prices rose. I picked up a little more AUY. JAGNF (Jaguar Mining) was the star of … Continue reading →

Summary: Up 0.1% on the day. China up, Japan down. Precious metals went up, diverging from base metals which were down. TNH rose 3% after reporting solid earnings and a .97 dividend, near a 10% annual yield. JEQ once again … Continue reading →

Summary: Up 0.1% on the day. China did ok while metals and Japan down marginally. Meant to pick up a little ALSWF but forgot. Will average in slowly. This is a change for me. I used to take much bigger … Continue reading →

Summary: Up 0.5% on the day. Metals and China-related positive, while XSI down. The big winner of the day was Absolute Software (ABT.TO or ALSWF on the pink sheets) which jumped 25% on earnings. The company makes a computer security … Continue reading →