Seeking Alpha

Cam Partners'  Instablog

Cam Partners
Send Message
Providing private investors, asset managers and hedge fund managers with a steady flow of quality stock ideas.
My blog:
Is It Worth It
View Cam Partners' Instablogs on:
  • Closing Our Long QIWI Position

    On April 29th we suggested getting long QIWI. The stock closed at 28.48 that day. The stock has rallied 67% since that date. We don't believe that the valuation is so compelling at these levels and are therefore closing out our position.

    Tags: QIWI
    Jun 10 4:21 AM | Link | Comment!
  • Market Looking Overbought

    Whilst I still have many attractively priced stocks in my portfolio, I am reducing my next exposure significantly as I believe the market is getting overbought at these levels.

    Jun 09 2:09 PM | Link | Comment!
  • Closing My AstraZeneca And Long Pfizer Position

    Deal not happening for now. Closing out all positions for a tiny loss.

    Tags: PFE, AZN
    May 27 11:20 AM | Link | Comment!
Full index of posts »
Latest Followers


More »

Latest Comments

Most Commented
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.