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third update

 
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PostPosted: Tue Jan 03, 2006 12:15 pm    Post subject: third update Reply with quote
Jan 3rd Stock Portfolio (third update):

I bought to cover 2,000 shares of BNI at $139,600 [69.80], sold short 1,000 shares of OIH at $135,000 [135.00], and sold 10,000 shares of AMCC at $26,800 [2.68].

My portfolio is about $675,000 including $255,000 in cash.

Long Shares

GM 2,000
LU 70,000
IMGN 4,000
PTLC 200,000

Short Shares

OIH 1,000

Portfolio at $500,000 on Oct 15th, 2003 (This portfolio is "scaled-up" adjusted for taxes and interest)
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