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InvestBaboo
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Casual investor with a flair for investing.
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  • Now.. what did I say about BRCD?
    Geez, I have posted again and again saying that BRCD is a prime acquisition target and it is a question of WHEN and not IF this will happen.

    BRCD has vaulted upwards of 25% in the last week based on acquisition rumors. A fair acquisition price for BRCD is around $13/share. In the AH today BRCD is trading at about 9.80.
    Tags: BRCD
    Oct 08 7:00 PM | Link | 1 Comment
  • So the markets continue declining -- what to do?
    Well, in my post just before Labor Day I cited unscientific reasons in my decision to pull out and close most of my major swing trading positions. I said at that time that I just did not see what fundamentals would drive this market up. However, the rally continued for a week more and then the slap in the face came as the markets declined 7 of the last 8 sessions. So where do we stand now?

    If S&P battles the 1000 mark and loses it will most likely fall to the 975 area which would present a buying opportunity. I believe such an opportunity may present itself sometime this coming week. I will see if I can publish a list of stocks that I believe have strong merit for consideration to buy on such a dip. Happy weekend all and have fun!
    Oct 03 12:22 PM | Link | Comment!
  • Slumdog Millionaire Portfolio up 121% in just 5 months
    The Slumdog Millionaire portfolio that I published on April 11, 2009 is up a staggering 121% to date (as of closing prices on Sept 18, 2009). So in just 5 months the portfolio had more than doubled far surpassing the marlket performance.

    The link to my original article is this:

    http://seekingalpha.com/instablog/176707-investbaboo/534-preparing-for-the-coming-black-swan-event-the-slumdog-millionaire-portfolio

    Here is what the "ORIGINAL" portfolio looks like today:

    EQUITYPRICE ACQUIREDDATECURRENT PRICESTATUSCURRENT VALUE
    ACAS$2.504/8/2009$3.18 $1,272
    AFFX$3.684/8/2009$9.08 $2,467
    ATPG$5.894/8/2009$20.11 $3,414
    AYR$5.974/8/2009$10.37 $1,737
    BAC$9.554/8/2009$17.63 $1,846
    C$3.044/8/2009$4.26 $1,401
    CHK$20.704/8/2009$27.85 $1,345
    DRYS$4.754/8/2009$7.27 $1,531
    FAS$8.714/8/2009$17.39 $1,997
    GAP$5.864/8/2009$7.67 $1,309
    GE$11.334/8/2009$16.55 $1,461
    GFIG$3.914/8/2009$7.25 $1,854
    GGP$0.954/8/2009$4.20 $4,421
    GLBL$5.014/8/2009$10.00 $1,996
    GNW$2.754/8/2009$13.04 $4,742
    HLX$8.574/8/2009$15.43 $1,800
    HUN $4.124/8/2009$9.60 $2,330
    IO$1.874/8/2009$3.50 $1,872
    JNS$8.184/8/2009$14.47 $1,769
    LCC$3.464/8/2009$4.98 $1,439
    LIZ$4.114/8/2009$5.84 $1,421
    LVS$4.444/8/2009$18.88 $4,252
    MF$5.504/8/2009$7.29 $1,325
    MGM$5.304/8/2009$13.22 $2,494
    MI$7.224/8/2009$8.13 $1,126
    MTG$2.104/8/2009$8.76 $4,171
    NSIT$4.014/8/2009$11.75 $2,930
    PCX$4.504/8/2009$12.55 $2,789
    PEI$5.794/8/2009$8.32 $1,437
    PL$7.104/8/2009$22.05 $3,106
    RRI$4.604/8/2009$6.73 $1,463
    SHO$3.114/8/2009$6.89 $2,215
    TTI$4.174/8/2009$10.03 $2,405
    WYN$7.204/8/2009$16.09 $2,235
    XL$7.684/8/2009$16.89 $2,199
    ZQK$1.354/8/2009$2.86 $2,119
    Total Investment in Slumdogs =$36,000
    Current Value of Slumdog Portfolio =$79,692


    There were additions along the way and I had suggested Stoplosses for those that wanted it even though I went without any Stoplosses in my personal portfolio. I just wanted to go back and compare the very original published Slumdog portfolio on Apr 11, 2009 and compare it to where it stood today.
    Sep 21 4:16 PM | Link | Comment!
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