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| zerolikedis |
 Posted: Thu Oct 05, 2006 8:59 am Post subject: |
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Investing Manager
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| whatcha holding now (besides playing cards) |
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| Im Not Warren Buffett |
| Posted: Wed Jan 31, 2007 7:39 pm Post subject: Portfolio Holdings |
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CFO
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An update on my portfolio, which has seen a few changes...
ASPV - Aspreva Pharmaceuticals
BLDR - Builder's FirstSource
FRK - Florida Rock and Gravel
HW - Headwaters
IIJI - Internet Japan
IPSU - Imperial Sugar
OVTI - Omnivision Tech
PACR - Pacer International (Logistics)
PRS - Primus Guaranty (Credit Default Swaps)
RAIL - Freightcar America
VLO - Valero (Oil Refiner) |
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| Im Not Warren Buffett |
| Posted: Tue Feb 20, 2007 9:48 am Post subject: |
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CFO
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FRK received a buyout offer today for $67/share, cash. I will be selling out of my position here shortly. That one is an interesting chart to check out... quite a rebound. 
Ah, I forgot - the buyout is at a 40% premium.  |
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| frac0019 |
| Posted: Thu Feb 22, 2007 8:53 am Post subject: |
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Investing Sr. Associate
Joined: 25 Aug 2006
Posts: 125
This Month: 0
Location: Jacksonville, FL
28554.86 e$
Net worth: 28,554.86
Portfolio Value: 0.00
Monthly Return: 0.00%
Trades this month: 0
Churn Rate: 0.00%Items
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| zerolikedis wrote: | | whatcha holding now (besides playing cards) |
this is what im currently holding...
AA-Aloca
BA-Boeing
BAC-Bank of America
CHINA-CDC Corp
CRDN-Ceredyne
NKE-Nike
PBG-Pepsi
RL-Ralph Lauren
XOM-Exonn |
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| Dave Rathbun |
| Posted: Thu Feb 22, 2007 9:37 am Post subject: |
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CFO
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Don't know if you realize it or not, but PBG is not PepsiCo.  It's the Pepsi Bottling Group. The symbol for PepsiCo is PEP. The two companies have a relationship similar to Coca Cola and CCE (CocaCola Enterprises) where one makes the products and the other is the primary distribution channel.
PEP includes (along with Pepsico) the Frito Lay, Gatoraid, Quaker, and Tropicana brands. PBG is a bottler / distribution channel. |
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| Im Not Warren Buffett |
| Posted: Thu Feb 22, 2007 9:39 am Post subject: |
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CFO
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| Dave Rathbun wrote: | | Don't know if you realize it or not, but PBG is not PepsiCo. It's the Pepsi Bottling Group. The symbol for PepsiCo is PEP. |
I was just about to point that out to him, after I lectured him about stealing my thunder. 
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| frac0019 |
| Posted: Thu Feb 22, 2007 9:41 am Post subject: |
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Investing Sr. Associate
Joined: 25 Aug 2006
Posts: 125
This Month: 0
Location: Jacksonville, FL
28554.86 e$
Net worth: 28,554.86
Portfolio Value: 0.00
Monthly Return: 0.00%
Trades this month: 0
Churn Rate: 0.00%Items
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| Dave Rathbun wrote: | Don't know if you realize it or not, but PBG is not PepsiCo. It's the Pepsi Bottling Group. The symbol for PepsiCo is PEP. The two companies have a relationship similar to Coca Cola and CCE (CocaCola Enterprises) where one makes the products and the other is the primary distribution channel.
PEP includes (along with Pepsico) the Frito Lay, Gatoraid, Quaker, and Tropicana brands. PBG is a bottler / distribution channel. |
thank you for pointing that out to me..i did not realize that..but i did recieve a nice return on that stock though |
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| Im Not Warren Buffett |
| Posted: Wed Mar 28, 2007 7:58 pm Post subject: |
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CFO
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| gnd0221186 |
| Posted: Wed Mar 28, 2007 9:43 pm Post subject: |
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Investing Associate
Joined: 23 Jan 2007
Posts: 47
This Month: 0
198.44 e$
Net worth: 187,733.44
Portfolio Value: 187,535.00
Monthly Return: -13.92%
Trades this month: 0
Churn Rate: 0.00%Items
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| i've been following JNJ recently. i do think it is very attractive at $60, especially with that 2.4% dividend. |
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| zerolikedis |
| Posted: Thu Mar 29, 2007 5:35 am Post subject: |
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Investing Manager
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| geb9696 |
| Posted: Thu Mar 29, 2007 3:37 pm Post subject: |
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Investing VP
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| Im Not Warren Buffett |
| Posted: Tue Apr 10, 2007 2:54 pm Post subject: |
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CFO
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Just to add a few more stocks to your radar screens - heading down into microcap territory here (thats where all the best values are )
RELM Wireless (RWC)
Kongzhong (KONG)
US Physical Therapy (USPH)
ExpressJet (XJT)
USPH has done well for me the last week or two, and I recently bought KONG... haven't had the time to do anything in-depth on the others, but maybe I could get some input here. |
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| Im Not Warren Buffett |
| Posted: Sun Apr 15, 2007 8:20 pm Post subject: |
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CFO
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| Im Not Warren Buffett wrote: | The latest update on stocks I like:
PDL Biopharma (PDLI) |
This one looks to be set for a ride up... I've followed this company on and off for about two years, and they have tremendous assets/potential/worth, but they have continually disappointed come time for quarterly results and the stock has gone nowhere... PDLI is a decent sized biotech that has continued to confound me with the lack of results.
I think thats about to change, however, as a hedge fund (Third Point) recently bought a 10% ownership stake and is trying to get the CEO fired. If successful, I think this stock could run up to over $30/share.
If you want some entertainment, I advise reading the letter from Third Point's CEO... |
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| Im Not Warren Buffett |
| Posted: Tue Apr 17, 2007 1:06 pm Post subject: |
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CFO
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| Im Not Warren Buffett wrote: | Just to add a few more stocks to your radar screens - heading down into microcap territory here (thats where all the best values are )
Kongzhong (KONG) |
Here is a writeup I did to give you an overview of KongZhong (KONG) - I feel it is a very promising company whose prospects aren't reflected in the current share price. KONG Brief
I also encourage you to read the note I linked to in the report; I think it will add to your understanding of where I come from looking at a stock like KONG. |
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| Im Not Warren Buffett |
| Posted: Thu Apr 26, 2007 9:12 am Post subject: |
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CFO
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| Another one to add to your buy list is Freeport McMoRan (FCX), which is one of the world's largest copper producers. Freeport merged with fellow miner Phelps Dodge (formerly PD) in a deal I don't think should have been allowed to go through, alas, it did and now we have a giant combined miner that looks cheap here at $68. I don't think $90 is out of the question, as I see the downside in copper futures as being very limited. |
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