Portfolio of the Week - 2009

[wooish]

Ok, I admit, I'm confused ;)

Do you want ALU long, or LIZ long?

I put you down for LIZ for the moment....


sorry ODY

Yes I wanted LIZ long.

[steelman]

Ody,

Please change me to TWGP long.

Thanks,
Steelman

[Karel]

Hello Ody,

put me down for another week of EXM please!
I wish I had asked for a double helping! :cramersmiley:

Regards,

Karel

[JohnHenry]

Please sell HMIN and buy CHS. Thanks

[Odysseus]

Rough week for the majority, even for those who made some green ;)

But Karel took the cake with nice gain of +8% on EXM..... again. Well done sir ! Once I get my money out of FRE I know what I'll be doing :)

I took a chance on HPT going opposite what my trading strategy said... turned out to be good luck, at least for 2nd place. I tried it on my other 2 picks for Spike and Rob's contests... took 1st and 3rd there respectively.... might be on to something here...
Hospitality Properties Trust (HPT) is a real estate investment trust (REIT). As of December 31, 2008, HPT, directly and through subsidiaries, owned 289 hotels and 185 travel centers.

Websman follows up with a good enough gain to snatch 3rd place, taking DG in the contest, congrats ! Though we're going to have to work out a handicap if you play again next year... I think this Inner Circle gives you too much advantage ;)
Dollar General Corporation is a discount retailer in the United States. As of February 27, 2009, the Company had 8,414 stores located in 35 states, in the southern, southwestern, midwestern and eastern United States.

This week may have been the pullback before the next spring... though the economic news I'm able to catch has not been very positive lately, I have seen bad news affect the dollar oppositely so many times in the Forex world that I would not be surprised to see 11,000 hit on the Dow in the next couple weeks.... just my 2 cents :)

Good luck all !

http://img10.imageshack.us/img10/3565/potw4609.jpg

[Odysseus]

Well... my strategy says go long again... so... going opposite ;)

Shorting MCF this week... :crossing fingers:

[Peter Hansen]

Well ....what the hell.......No Guts, No Glory ....I am pulling it out and betting it all on NLST LONG......Go Daddy!

[Websman]

BTFG - long

No big gains on this one this week....just a safe bet.

[wooish]

Ody

Please add NLST SHORT for this week. This pig needs to go down after two crazy weeks.

[JohnHenry]

Congrats top three....TRIT long please. Thanks Ody

[Rob]

HRL long, please. Thank you.

[Karel]

Oh my, another win! And I don't even like EXM! It's just that my stock screens have gone belly up at Moneycentral. Anyway, I am still long EXM.

Regards,

Karel

[steelman]

Ody,

I will take VIT long this week please.

Thanks,
Steel

[Websman]

I'm screwed...BTFG gapped up.

[peanuts]

AZC long again please and thank you

[Odysseus]

Wooish comes in 1st with a great take on NLST.... short ;) And his 1st placing for the contest, congrats ! Definitely the pick of the week
Netlist, Inc., designs, manufactures and sells memory subsystems primarily for the server, high-performance computing and communications markets

JohnHenry did not fall short going long on TRIT, not only gaining a cool +8%, but also his 11th placing and 6th 2nd place win, congrats !
Tri-Tech Holding Inc. (Tri-Tech) is a holding company that wholly owns Tri-Tech International Investment Inc. (TTII). The Company develops and implements systems to assist Chinese government entities monitor and manage natural and municipal water supplies.

I'm just glad I was green this week, but also took 3rd place... barely ;) Could have made more if the open on Monday had not been so low... bad timing ;)
Contango Oil & Gas Company (Contango) is a natural gas and oil company. The Company’s business is to explore, develop, produce and acquire natural gas and oil properties primarily offshore in the Gulf of Mexico.

Bad week for the group of us, but that's the great thing about being able to short or go long... good luck all for some greener pastures next week !

http://img687.imageshack.us/img687/7185/potw4709.jpg

[Odysseus]

Ok, going for NITE short this week... not feeling as confident on my 11,000 DOW hit this week as I was supposing.... the Dubai thing kind of threw my thought process out the window...

[Peter Hansen]

ODY PRGO LONG Thanx!

[Websman]

PCS - long


YEEEEEEEEEEEEEHAAAAAAA!!!!!!

[Rob]

SNDA long please, Ody. Thank you.

[wooish]

Ody

Please add LIZ long. Thank you.

[JohnHenry]

Congrats to the greenies...CAAS long please. Thanks

[Karel]

Congratulations Wooish!

I am still long EXM.

Regards,

Karel

[steelman]

TLVT Long please.

Thanks, Steel

[peanuts]

GS short please and thank you

[JohnHenry]

Hi, Ody, Please sell CAAS. Thanks

[Peter Hansen]

Ody APKT LONG for the new week! Thank You!

[Odysseus]

JohnHenry conspired with Mr. Market (is HUGE) for a tremendous win this week ! Congrats ! Not only that, he dared to short the same stock just for a little extra on Friday, well played ;)
China Automotive Systems, Inc. (China Automotive) is a holding company and has no significant business operations or assets other than its interest in Great Genesis Holdings Limited (Genesis).

Steelman took 2nd with a double digit win ! And back in the positive to boot, well done !
Telvent GIT, S.A. is an information technology (IT) company that specializes in value-added real time products, services and integrated solutions to customers in targeted industrial sectors (Energy, Transportation, Environment and Agriculture), as well as Global Services, primarily in Europe, North America, Latin America, the Asia-Pacific region, the Middle-East and Africa. Products and services solutions include systems integration, consulting services, design and engineering services, real-time business-to-business information services and software.

Wooish grabbed 3rd place this week with LIZ, leading the rest of the Greeny pack. Congrats ! Interesting to note, this is Wooish's 4th win of 8 picks, and all his green picks have placed in the top 3. Keep it up Wooish !
Liz Claiborne, Inc. (LizClaiborne), incorporated in January 1976, designs and markets a global portfolio of retail-based brands, including JUICY COUTURE, KATE SPADE, LUCKY BRAND JEANS and MEXX.

Getting close... good luck all !

Current Leaders:

IIC ~ $23,119
Karel ~ $14,549
RL ~ $11,673

http://img704.imageshack.us/img704/9228/potw4809.jpg

[Odysseus]

Going to regret this... GTSI long....

[wooish]

Ody

Thanks for keeping the score. Please add MVIS long for the new week. Thanks

[JohnHenry]

Congrats to the greenies...WIT long please.

[Rob]

GOOG long please, Mr. Odysseus.

This is the week it goes above 600 ... for the first time in almost 2 years.

[Karel]

Congratulations, JohnHenry!

I am still long EXM.

Regards,

Karel

[steelman]

CTFO long please.

Thanks,
Steel

[JohnHenry]

Please sell WIT and buy HITK...thanks

[peanuts]

AGQ long please and thank you

[steelman]

Ody,

Please get rid of CTFO and lets take DCRD long.

Thanks,
Steel

[steelman]

Ody,

Please get rid of CTFO and lets take DCRD long.

Thanks,
Steel


Scratch that. Sorry, Still get rid of CTFO and I will take STT short, please.

[wooish]

wow I'm a big loser this week, talk about bad timing. My previous pick LIZ is making a killing this week.

[Rob]

GOOG long please, Mr. Odysseus.

This is the week it goes above 600 ... for the first time in almost 2 years.
No, wait ..... THIS is the week GOOG will go above 600! Please let it ride on GOOG long again, Mr. Ody. Thanks.

[Odysseus]

Whew, that week was rough ;) But Peter and Rob made it through unscathed with a little green flowing from their pockets. Great job guys !

Peter made +2% off APKT, and won the weekly contest for this 9th time ! Only Karel has him beat with 11, but there are 3 weeks to go, good luck !
Acme Packet, Inc. is engaged in providing session border controllers (SBCs) that enable service providers, enterprises, and contact centers to deliver interactive communications voice, video and other real-time multimedia sessions, across Internet Protocol network borders.

Rob takes +1% off of GOOG (one of personal favorite companies) and grabs his 11th 2nd placing ! He will hold the title for most 2nd placings for the year as the next closest person is Peanuts with 7. Congrats Rob !
Google Inc. maintains an index of Websites and other online content, and makes this information freely available through its search engine to anyone with an Internet connection.

Few more weeks to go, let me know if there is any special graph you would like to see, otherwise I'm in the process of getting it all together, along with looking into a form option that would make it easier and quicker for me and all of you to put in your picks weekly....

Good luck next week !

http://img694.imageshack.us/img694/5886/potw5009.jpg

quick edit: No I have no idea what that black dot is in the image above or where it came from.... ;)

[Odysseus]

Ok, going for FGP long this week...

[Peter Hansen]

Ody my good man .......ALK LONG Thank You!

[Odysseus]

Will do sir... and if anyone would like to help, please try this link out to make your pick along with posting here for the moment. I want to see I can get this to work... if so I might be able to get everyone's pick in the chart daily automatically without me having to do it manually each time ;)

Stock Pick (http://spreadsheets.google.com/viewform?formkey=dDVRTGNYZXBkNEpUYWJVc2wyTGJfZVE6M A)

[peanuts]

Will do sir... and if anyone would like to help, please try this link out to make your pick along with posting here for the moment. I want to see I can get this to work... if so I might be able to get everyone's pick in the chart daily automatically without me having to do it manually each time ;)

Stock Pick (http://spreadsheets.google.com/viewform?formkey=dDVRTGNYZXBkNEpUYWJVc2wyTGJfZVE6M A)

Very cool, Ody. I used the link you have provided, but just in case it doesn't work for some unlikely reason, my pick was:

AGQ long, please and thank you

[Odysseus]

Yep that worked, just wanted to make sure others could see it on the net... it's great because it timestamps your entries, and what I hope to do is get it mixed in with the actual chart, as it will have all the info needed to work :)

The only thing I will have to do is reset it weekly, and manually change anyone who has a 2nd entry during the week.... not too shabby :)

I put Peter and I in just to test, and here is your entry.

Thanks Peanuts !

12/13/2009 20:52:16 FGP Long Odysseus
12/13/2009 20:53:36 ALK Long Peter Hansen
12/13/2009 21:47:51 AGQ Long peanuts

[wooish]

Thanks ODY

Added MVIS long using the link. I went in one week early, I think it's gonna pop this week.

[JohnHenry]

Congrats to Pete and Rob...WIT one more time. Thanks

[Peter Hansen]

Yep that worked, just wanted to make sure others could see it on the net... it's great because it timestamps your entries, and what I hope to do is get it mixed in with the actual chart, as it will have all the info needed to work :)

The only thing I will have to do is reset it weekly, and manually change anyone who has a 2nd entry during the week.... not too shabby :)

I put Peter and I in just to test, and here is your entry.

Thanks Peanuts !



12/13/2009 20:52:16 FGP Long Odysseus
12/13/2009 20:53:36 ALK Long Peter Hansen
12/13/2009 21:47:51 AGQ Long peanuts

ODY WOW your computer skills are awesome. You have probably forgotten more than I will ever know LOL!

[Karel]

Great idea, Ody! I entered EXM, of couse...

And I would still like my to have my chance at congratulating this weeks winner: here’s to you, Pete!

Regards,

Karel

[Odysseus]

John Henry was the clear winner this week ! Congrats ! WIT grabbed him almost +14% and the win of this here POTW, as well as Rob's (http://robby01.proboards.com/index.cgi?board=stocks&action=display&thread=17&page=59#1822) !
Wipro Limited (Wipro) is engaged in the areas of information technology (IT), services, IT products and consumer care and lighting products.

The real battle happened for 2nd place, Rob took second with a tremondous +0.12% over Peanuts with GOOG ;) Congrats sir ! Another 2nd placing ! Tech stocks seemed to be the winners this week
Google Inc. maintains an index of Websites and other online content, and makes this information freely available through its search engine to anyone with an Internet connection.

Peanuts took AGP for a positive gain of +0.05%, but any gain is a win in my book ;) AGP had a great run up this week, but the final 2 days gave it all back. It's all the dollar's fault, congrats for 3rd place !
ProShares Ultra Silver (the Fund) seeks to provide daily investment results that correspond to twice (200%) the daily performance as measured by the United States dollar fixing price for delivery in London.

2 weeks to go, good luck all !

http://img685.imageshack.us/img685/6075/potw5109.jpg

[Odysseus]

Thought I should look for a stock posting earnings this week and cross my fingers for a hail mary, but I don't see that happening ;)

So, I'll go with CPSI Long this week

[Peter Hansen]

Ody SBUX LONG for the new week thanx!

[JohnHenry]

WIT long one more time. Thanks Ody.

[wooish]

Ody

KOG long please. Thanks

[steelman]

Hello Ody,

Thanks for running the contest for us.
I will take VPRT long please.

Steel

[Rob]

No, wait ..... THIS is the week GOOG will go above 600! Please let it ride on GOOG long again, Mr. Ody. Thanks.

Aha! GOOG did top 600 last week, if only briefly on Wednesday. I'll stick with GOOG long again this week as well. Thank you, Ody!

[peanuts]

XTXI long please and thank you

[Karel]

Congratulations JohnHenry!

I am still long EXM.

Thank you Ody,

Karel

[Peter Hansen]

ODY DRWI long ......Thanx!

[Odysseus]

Last week !

But this past one was a pretty good one....

Peanuts grabs a nice +8% with XTXI for the Pick of the Week for his 5th 1st placing ! Well done ! The stock really took off on Wednesday
Crosstex Energy, Inc. is engaged, through its subsidiaries, in the gathering, transmission, treating, processing and marketing of natural gas and natural gas liquids (NGL).

I grabbed 2nd place with CPSI long for a +5% gain, also my 5th placing in 2nd. I'm just barely keeping myself above last place this year ;) Was thinking the Tech sector was the place to be last week....
Computer Programs and Systems, Inc. (CPSI) is a healthcare information technology company that designs, develops, markets, installs and supports computerized information technology systems to meet the demands of small and midsize hospitals.

Karel once again places in the top 3 with EXM long, for a "not to shabby" +4%. Karel is looking to be keeping his 2nd place for the year, unless of course EXM doubles this week. It wouldn't surprise me though ;)
Excel Maritime Carriers Ltd. (Excel) is a provider of worldwide sea borne transportation services for dry bulk cargo, including among others, iron ore, coal and grain, collectively referred to as major bulks, and steel products, fertilizers, cement, bauxite, sugar and scrap metal, collectively referred to as minor bulks.

Good luck all, it looks like IIC may be winning this year ! But the 2nd and 3rd positions are still reachable by some with a great pick !

http://img685.imageshack.us/img685/3539/potw5209.jpg

I will have instructions for the new POTW as soon as possible, but no later than next weekend. It will be similar to the current POTW with a few minor changes.

[Odysseus]

This is it, how terrible can this stock do ;)

ACLS long

[steelman]

Ody,

I will take HEAT long please.

Thanks,
Steel

[JohnHenry]

Congrats Peanuts, Ody, and Karel....AAPL long please. Thanks

[Rob]

What a horrible year I've had with my picks on this particular contest ... and this in a year when the markets were all up pretty well. I did much better on the other POTW contest even though I had some major down weeks over there too. What's interesting is that I was trying a particular method for picks this year, and I used the same method on both boards. One did well, and one did not. I'm not quite sure how to interpret the results. Maybe I should buy a set of darts.

Anyway, for the final 4-day week of 2009 I'm tempted to stick with GOOG now that it closed above 600, but I'm going to go with WATG long. The conglomerates sector has been doing well lately, and Wonder Auto Technology has been increasing its top line rather nicely. It looks to be coming off the bottom of an upward channel right about now as well.

[peanuts]

AZC long, please and thank you!

The POTW is FANTASTIC!!!! I can't wait to see what changes are in store for next year.

[Karel]

Congratulations, peanuts.

I am still long EXM

Regards,

Karel

[Odysseus]

What a horrible year I've had with my picks on this particular contest ... and this in a year when the markets were all up pretty well. I did much better on the other POTW contest even though I had some major down weeks over there too. What's interesting is that I was trying a particular method for picks this year, and I used the same method on both boards. One did well, and one did not. I'm not quite sure how to interpret the results. Maybe I should buy a set of darts.

Anyway, for the final 4-day week of 2009 I'm tempted to stick with GOOG now that it closed above 600, but I'm going to go with WATG long. The conglomerates sector has been doing well lately, and Wonder Auto Technology has been increasing its top line rather nicely. It looks to be coming off the bottom of an upward channel right about now as well.

I know the feeling, I've used the same method on your contest and I'm up +40%, but I gave it all back here ;)

[Odysseus]

Woops, broke my own rule. ACLS opened below $2 today, so have to change. I'll try CHE long instead

[wooish]

I'll stay with KOG long please. Thanks

[Odysseus]

First, what a horrible week. Peter was the only 1 of us who didn’t lose anything. So he wins ! However, I’ve only been giving out awards to those who make some green, so sorry Peter, no 1st place reward this week :(

http://img46.imageshack.us/img46/6638/potw5309.jpg



Congrats to IIC for winning this years Portfolio of the Week ! He only made 3 trades, but ended up with +131.19% of his investment ! Incredible !

Karel followed up with +25.69% using the same stock each week ! Very interesting strategy for the year, and it panned out very nicely. Congrats on 2nd place sir!

RL came in 3rd +16.73% with only 9 picks, but mostly good ones ! He only had 2 picks that were losers, and one break even. The rest were solid green, well done !

But hold on, this is a Portfolio of the Week contest, and though your ROI is very important, so are constant good pickers.

I’d also like to congratulate Karel for winning the most PotW for the year, all of them EXM ! He won 11 weeks this year, as well he was in the top 3 more often than anyone else, a total of 20 times ! Amazing…. Especially considering had anyone held EXM from Jan 1st of 2009 to Dec 31st of 2009, you would be down 12.5% right now…. Congrats again !

We can’t forget our other runner up, who did have a rough year but sure could pick’em ! Rob came in 2nd place 12 weeks this year. Well done !

It was a close call at then end for our 3rd placer Peanuts, as he took the most at 6 weeks. There were a few 5’s that could have tied him for it. Congrats !

Though we know Karel placed in the top 3 the most out of anyone, there are 3 others who tied for 2nd and 3rd, and 4th. Peter Hansen, Peanuts, and Rob all were in the top 3 positions 18 weeks out of the year ! That’s some good stock picking ! Follow these guys, they know a thing or two ;)

Now for the math. Though it makes it difficult for this to really pan out if you don’t have a lot of picks, I will change that for next year. But for this year, IIC is our Math Expectancy Wizard ! His Math Exp came to be incalculable ! This is because he never had a loss. Well done ! From Captain Spike, anything over 0.42 makes you “an amazing skipper” ;)

Which leads to the 2nd highest Math going to Lyehopper ! With a 0.96 ! Very nice sir ! Your good picks clearly outweigh your bad ones, a very good skill to have ;)

Our Kelly Value winner again is IIC, with an also incalculable number, congrats ! This means that out of all of us, IIC can invest the most money for each of his picks to make a gain. RL did very well too with 0.42, coming in 2nd place. A lower number would mean you shouldn’t risk as much money with your picks as RL. And it showed with his only 2 losses of 9 picks. Well done sir !

And now the last things to note, IIC not only had won this year, he had the best Pick of the Week back in March. He took BAC long for a whopping +78.8% ! This is where he rocketed to first very quickly, only to be surpassed by Karel at one point during the year.

And of course, we have to point out the worst pick of the year. We’ve all had them. However, our worst pick does not come from someone who lost this year, it came from Karel with EXM, our 2nd place winner. The week of February 16 this year was none to kind as EXM took 34.28% away from Karel, though repaid it in full by the end.

And now a bit of irony I’d like to point out. I’m not sure how many of you know or play, but Spike, Rob, and I all run PotW contests of different variations, and all 3 of us came in last this year in Mr. Market’s Portfolio of the Week. Spike I can only guess gave up after suffering some major losses after a very good run up. I dug myself out of the hole only to fall back in, never was very good at manual labor ;) And poor Rob has had no luck at all, but had some great picks this year.

Thank you everyone for participating, even if but briefly. It’s a great way to see what others are thinking, share your own thoughts, be competitive and show off your mad Stock Picking skills ;) Besides boasting rights of course ;)

So boast away winners, you’ve done good ! And congratulate those who beat you, for you may be the winner next year ;)

Happy New Year !

~Ody

Chart of the Year (http://spreadsheets.google.com/pub?key=pPWYo-FSVU0-_gDRWkBgHUg&gid=26)
Final Tally (http://spreadsheets.google.com/pub?key=pPWYo-FSVU0-_gDRWkBgHUg&gid=15)
Best Math: IIC, Lyehopper
Best Kelly Value: IIC, RL
Placed 1st the most: Karel
Placed 2nd the most: Rob
Placed 3rd the most: Peanuts
Placed in the top 3 the most: Karel
Highest ROI: IIC, Karel, RL
Best Picks for the Year: Karel, then tie between Peter Hansen, Peanuts, and Rob
Best Pick of the Year: IIC BAC Long 3/9/09 +78.88%
Worst Pick of the Year: Karel EXM Long 2/16/09 -34.28%

[IIC]

Thanks...I'll try to win the whole thing w/ only one pick this year ;)

[JohnHenry]

Happy New Year! Congrats to the winners. Thanks for keeping score Ody.

[peanuts]

The POTW is great fun, and you do a fantastic job, Ody. Thanks for keeping us all entertained!

Congrats to all the year end greenies and medal finshers!

I'm going to give everyone a run for their money in 2010! muwahhahaha

[wooish]

ODY

Please add HURC long. Thank you.

[Peter Hansen]

ODY RBY LONG for the new week ........thanx

[steelman]

Thanks for running the contest ODY. Congratulations to the winners.

I will take CEU long for the new week.

Best to all, Steel