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 the week I added a tad more XSI (should have bought more earlier) and some SNEN, sold [...]

American Caresource (XSI): Strong Buy
Business: ancilliary care benefits management. Provide network of ancillary care services (e.g. surgery centers, free-standing diagnostic imaging centers, home health and infusion, etc) to HMOs and PPOs.
Shares out(mm): 14.7
Stock Price: 3.83
Mkt Cap (mm): [...]

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 combined with airline turmoil and seeming problems turning over jets have made me cautious.  I am [...]

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 favorable fundamentals. I was looking back at MSFT’s early history and it too [...]

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 be able to realize rental income on.   This combined with decent earnings and the opening of 3 [...]

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 puts.
Stabilization seems in the air.
Positions:
Long: ACY AHR ALSWF ANH CHNG DSSPF EPMWF FFHL GA GREXF MDNNF [...]

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 and my WM 12.50 puts were assigned to me. Besides that, the NRF [...]

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 those puts and got rid of QMAR and OCNF, in addition to reducing CHNG and XSI, to [...]