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Hey ALAN told you I thought TAP(COORS MOLSON) was undervalued fundamentally Speaking yesterday
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I could just sit here and list all the right calls that you made, but that would be pointless since people could see for themselves in your portfolio =). I refrained from pulling the trigger on TAP because the Vector numbers were pretty bad. I realize that Vector is not the only authority, but with so many picks out there I figure I could pass this one up (and the fact that I can't wait for more than a week for a stock to go up has me avoiding long term plays).

Babak great call with TS. Got in this morning @ 174. I had to keep changing my limit order because it was going up so fast! Looks as though the sky is the limit!

Also one thing I learned from sports, never bet against a streak (learned the hard way with AAPL @ 79.5 & 69 on the way down to 62). Streaks happen for a reason, and you can only be right if you bet against the streak once out of x times. With that being said, let's see how long the upward trend of TS lasts.
 
SOLD

IPSU@27.25( 2/5 Position) Just sold...


WoW Silver on fire...Rumor of Silver ETF got SIL, SLW and other miners on FIRE...Spot SILVER over $10.00 (mind blowing)

2 Day Chart of SLW (Silver Wheaton),
 

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THE JANUARY/FEBUARY/MARCH ANOMOLY CONTINUES

PORTFOLIO STATS
STOCK ADV--108
STOCK DEC--90
STOCK UNCH--6

NASDAQ DOWN .15%
DJIA DOWN .25%
S&P DOWN .16%
RUSSELL 2K DOWN .30%
$COSTAverageMAN UP .8478% // NET...$74,267.46

I always enjoy days were my heavy weighted stocks rise and my little ones fall....Since I can't always have them both go my way... :mad: :mad: :mad:

The NEW MONTH has started just the way I wanted...Still wondering when I'm going to get sold off though...Well until then the ANOMOLY continues...I still believe Mutual Fund Managers would be jealous. I compare my outperformance to Mutual Funds over Indexes, because that's the way I treat this Massive Portfolio...I'm going to get rocked just because I said that.:p :p

Anyways off to the STOCKS...Yea..Woopie..Hurray..Enough BS already!!!

Best Performers---MEK (38.6%), SLW (11.9%), SIL (10.2%), MRB (10.5%), MBAY (9.9%), IPSU (6.6%), YMI (6.1%), TGB (6.1%), KG (5.7%), XSNX (5.7%), OS (4.9%), PETC (4.8%), DMLP (4.8%), GRMN (4.4%), CHK (4.2%), GGB (4.0%), QDEL (4.0%)

+3% range---ATI, FCX, IIIN, AMD, EDGR, TAP, TMM, TBE, N, TTM, PRLS, BDY

+2% range--ACH, ARII, ISE, MGNU, CHNR, ADM, CENX, DVN, ERI, AX, GWR, OIH, JST, NLX, ORCT, NEM,


Worst Performers---NMKT (-6.9%), SIMO(-5.7%), AZK(5.5%), GNBT (-3.9%), CTCH (-3.3%), SMP (-3.0%), AVII (-2.9%), WPSC(-2.9%), INTN (-2.8%), SPEX (-2.8%), TSCO (-2.8%), FAST (-2.2%), ALKS (-2.1%), SNE (-2.4%), AIQ (-2.1%), BGG (-2.0%)

All other equity less than +/-2% range

I imagine thats pretty much outperformance!!!

Random Walk found a hill and he's sprinting up it...

$CostAverageMAN:p
 

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Just sitting back today..... not much going on Pretty much split down the middle so far 50/50 Adv/Dec.

MBAY (+25%), XSNX (+11%) hope people were listening on this one....RNAI(+10%), GNBT (+6%), TTM(+5%), WPSC(+6.6%)Yea Jeffery Gendell turn it around turn it around!!!

WATCH PDA FOR BRAZIL BOUNCE (LOW VOLUME WATCH OUT)....BELOW 67.00 Its for me $67.95-currently...

BOUGHT

EWY--45.22 (Full Position in South Korea today)
(I May be selling into strength soon)
 

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ZHNE--I'm in at 2.75

SPECULATIVE FIBER PLAY, With some VOIP Exposure


Zhone Technologies, Inc. Formerly known as Tellium, Inc.. The Group's principal activities are to design, develop and market telecommunications hardware and software products for network service providers. The products of the Group enable network service providers to offer voice, data and video services by reducing costs and speeding up provisioning. The Group's products are based on Single Line Multi Service (SLMS) architecture. The product-line includes SLMS products, Digital Loop Carrier products and Multiplexer products. The major customers of the Group include Motorola, Qwest, Verilink, Consolidated Communications and MM02 LTD. The Group has operations in the United States, Canada, Australia and other countries. In February 2004, the Group acquired Gluon Networks Inc. and In July 2004, Sorrento Networks Corporation
 

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I pat myself on the back with purchase like TAP and GE and WPSC yesterday...Makes me feel good about trusting Fundamentals sometimes while noticing a beaten down chart!!!
 

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