Monthly Archives: July 2007

Summary: Small 0.1% gain today.  Dumped some more XSI. Miners were also up. Positions: Long: JEQ NXG HBMFF ALSWF FFHL XSI NTLRF EXDUF GREXF MLKKF QADMF SHERF OKOFF OCNF ESEA MVO BWLRF. Short: GCI HBI HLS MNI AMZN YHOO. Options: … Continue reading →

Summary: Gained another 3.6% today.  Its been an amazing July so far.  ALSWF had another big day and XSI also rose.  Miners were also up. I closed up some MNI.  I still think its a good short, but everything seems … Continue reading →

Summary: Gained another 2.5% today. ALSWF led the charge up 10% on an upgrade. MLKKF and other miners also had good days. I added another 4% of my portfolio to ALSWF. The confidence meter is approaching 100%. Be careful. Positions: … Continue reading →

Summary: Lost 0.8% mostly on XSI.  No trades today. Positions: Long: JEQ NXG HBMFF ALSWF FFHL XSI NTLRF EXDUF GREXF MLKKF QADMF SHERF OKOFF OCNF ESEA MVO QADMF. Short: GCI HBI HLS MNI AMZN YHOO. Options: Cash: 24.4% Short Pct: … Continue reading →

Summary: Gained 0.5%. FFHL rose another 12%. They announced they will report 2Q earnings and hold a conference call on July 26. I’m not sure whether this caused the price rise, but it should be noted that previously they would … Continue reading →

Summary: Finished up 0.7% for the day and more than 7% for the week.  I haven’t had this good a week probably since 2004 during the huge subprime mortgage originator run-up.  I got extremely dreamy-eyed then and it prevented me … Continue reading →

Summary: Up 2.5% for my third best day this year.  Most of this was due to XSI jumping 15%.  I used the opportunity to sell some.  I will continue to sell until I see second quarter results or I can … Continue reading →

Summary: Had my best day of the year up 5.3%!  FFHL exploded up 22% while XSI gained10% and ALSWF gained 12.5% (though the underlying Canadian stock was up only about 9%).   Three of my mining stocks, QADMF, SHERF and … Continue reading →

Summary: Lost 0.8% today.  Most of this was due to XSI where I tried to reach investor relations again with no luck.  Had a little fit of impatience today, possibly due to my subpar returns over the last couple of … Continue reading →