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fourth update

 
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arthur
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PostPosted: Mon Aug 15, 2005 8:10 am    Post subject: fourth update Reply with quote
Aug 15th Stock Portfolio (fourth update):

I bought 10,000 shares of CBJ at $20,300 [2.03], bought 10,000 shares of PMCS at $86,000 [8.60], sold 10,000 shares of PMCS at $87,800 [8.78], and sold 50,000 shares of AMCC at $137,000 [2.74].

My portfolio is about $645,000 including over $320,000 in cash.

Long Shares

CBJ 10,000
AMCC 100,000
SQNM 30,000

Short Shares

None

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