Today I sold TRLG from my sidecar as it went up about 7%. Then I saw where ASPV had a very nice earnings report tonight (UPDATE - TABLE-Aspreva Q4 earnings rise). Soon it might just be HW in my sidecar! I guess I'll be scouring MFI stocks looking for new sidecar possibilities.
On possibility I may have missed was VCI which spiked up 10% today (Valassis Reports Revenues of $1.044 Billion for the Year) on a good earnings report. I'll be looking at the report in some depth, I am still considering VCI as a stock for my MFI portfolio later in the month. Finally PACR must have had a poor earnings report (Pacer 4Q profit edges up) as it is down about 6% AH. Can't win them all. Actually, if it fell enough I might have a new sidecar candidate.
I have to say that my Blue Light Special portfolio is really cooking.
Symbol | Shrs | Price Paid | Trade | Gain | |
---|---|---|---|---|---|
ALDA | 66 | 15.22 | 19.07 | $252.94 | 25.30% |
BVF | 49 | 20.28 | 20.68 | $19.72 | 1.97% |
ASPV | 50 | 19.95 | 20.03 | $4.01 | 0.40% |
CECO | 36 | 27.45 | 29.01 | $56.83 | 5.68% |
CONN | 43 | 23.35 | 27.28 | $168.32 | 16.83% |
EGLT | 66 | 15.22 | 14.91 | $20.37 | 2.04% |
EGY | 160 | 6.24 | 6.38 | $22.44 | 2.24% |
ELNK | 137 | 7.32 | 7.42 | $13.66 | 1.37% |
FDG | 47 | 21.34 | 23.60 | $105.90 | 10.59% |
FTO | 38 | 26.62 | 28.96 | $87.91 | 8.79% |
HNR | 103 | 9.71 | 9.80 | $9.27 | 0.93% |
HW | 43 | 23.27 | 23.42 | $6.45 | 0.64% |
JAKK | 51 | 19.66 | 20.77 | $56.45 | 5.65% |
OVTI | 88 | 11.33 | 12.08 | $66.20 | 6.62% |
PTEN | 43 | 23.22 | 23.70 | $20.67 | 2.07% |
RAIL | 18 | 55.12 | 58.08 | $53.69 | 5.37% |
WON | 146 | 6.87 | 7.00 | $18.92 | 1.89% |
VCI | 72 | 13.81 | 17.53 | $269.37 | 26.94% |
IWV | 1 | 82.44 | 84.51 | $2.07 | 2.51% |
Total (USD): | - | - | - | $1,214.47 | 6.72% |
2 comments:
Marshall:
I am interested.
Can you list all the stocks in your sidecar portfolio?
Thanks
Ron
right now, I have aspv, hw and ovti. I just sold alda and trlg.
mg
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