Monthly Archives: April 2008

Summary: Was about flat for the week.  XSI was the star, reporting they would exceed revenue guidance.  I have added a stock rating for them.  NRF also gained after maintaining their dividend at .36.  Agency mortgage REITS were down. For … Continue reading →

Summary: I gained a respectable 3.4% this week as my financial holdings began to perk up.  One position which bucked the trend was ACY, which reported in its 10-K that it will have large maintenance costs in Q1 2008.  This … Continue reading →

Summary: The market giveth and the market taketh away. This week it was the latter as I lost about 4.8%, a little less than I gained last week. Most of this was attributable to ALSWF, which continues its churn despite … Continue reading →

Summary: Had a strong first week of April up about 5.5%.  Pretty much everything was up (my shorts included). I added to SNEN, XSI, and AHR.  SNEN announced they are moving operation out of a downtown facility which they will … Continue reading →

Summary: In Buenos Aires this week.  Great city and so cheap.  Most of my purchases have been wine rather than equities.  I did get hit on some open sell orders for NRF and AHR, and sold some NLY Oct 17.5 … Continue reading →

Summary: The Bear Stearns mayhem non-withstanding, it wasn’t a terrible week. As I spent the week in Rio and Sao Paolo for my friend’s wedding, I had very little market time. I got hit on a buy order for ACY … Continue reading →

Summary: Went on vacation this week so wasn’t following things so closely.  Believe I was about even though SNEN weighed. I closed PHM early in the week when the market seemed headed up.  I got a house call from all … Continue reading →