Monthly Archives: June 2007

Summary: Managed 0.6% gain today but still ended the week down.   I added some EXDUF today on some positive due diligence by a couple of posters.  The fact it has dropped alot recently also was a factor.  I will … Continue reading →

Summary: Managed another small gain of 0.2%.  XSI once again dragged me down and MLKKF lifted me up. Two former holdings of mine, AUY and NTO announced they will merge.  AUY will do the paying and its stock tanked 9%.  … Continue reading →

Summary: Had a sliver of a gain 0.1%, but much better than my recent returns.    Probably overstates the upside as once again XSI, which had fallen to 1.60, rose .10 on a small amount of shares.  I was down much … Continue reading →

Summary: Fell 0.7% for fourth straight loss.  Markets feel weak.  The Bear Stearns fund blow up shows subprime woes are not over.  I’m shorting Bear tomorrow and maybe NFI as well if shares are available.  Housing also remains weak.  I … Continue reading →

Summary: Down 0.3% today.  Third straight losing day and ended down slightly for the week.  Been trying to get in touch with XSI CEO.  If can’t will probably cut position and wait for their  2nd-quarter results.  I should probably do … Continue reading →

Summary: Ended down 0.5% today.  Picked up some more TRA as their partly-owned subsidiary TNH (and my erstwhile position) continues to explode upward. Positions: Long: JEQ NXG HBMFF ALSWF JAGNF FFHL AOB XSI NTLRF EXDUF ETEL GREXF MLKKF TRA QADMF … Continue reading →

Summary: Ended down -0.6% today. FFHL rose another 8.5% today to make it almost 40% in the last 3 days.  They reported that the exterior of their new factory had been completed and expected production in April 2008.  Not sure … Continue reading →

Summary: I was up something like 1.0% today.  I say something like because Fidelity’s reporting of daily gains for pink sheets foreign stocks like ALSWF leaves alot to be desired.  I assume it all works out in the end but … Continue reading →

Summary: Up 0.15% today. FFHL jumped a newsless 7.5% and base metal miners did well. With a four day win streak, greed and impatience are beginning to supplant fear, but not sure where to deploy cash. Suppose I could buy … Continue reading →