Comments on: Special Situations Real Money Portfolio 2005 Performance

By: Special Situations Real Money Port Update - Fat Pitch Financials

Special Situations Real Money Port Update - Fat Pitch Financials — Fri, 28 Apr 2006 23:16:00 +0000

[…] Since inception on October 19, 2004, the rate of return for the Special Situations Real Money Portfolio has been 23.5% APY. This is a substantial improvement from what I reported earlier this year, 12.1 percent APY. The quick turnarounds with AutoNation, PVC Container, and Major Automotive definitely juiced my returns. While not quite as safe as putting my son’s college money in EmigrantDirect’s 4.5 % Savings Account, these relatively low risk special situations produce some great returns. […]

By: Carnival of Investing #15 - Fat Pitch Financials

Carnival of Investing #15 - Fat Pitch Financials — Mon, 27 Mar 2006 04:28:56 +0000

By: Major Automotive Companies Deal Completed - Fat Pitch Financials

Major Automotive Companies Deal Completed - Fat Pitch Financials — Wed, 08 Mar 2006 03:39:07 +0000

[…] On January 25, 2006, I purchased 999 shares of Major Automotive Companies (MAJR) at $1.60 per share. The company had announced that they were going private, so I was interested in adding this stock to the Special Situations Real Money Portfolio. […]

By: Cash Received for TouchTunes Music Going Private Transaction - Fat Pitch Financials

Sat, 11 Feb 2006 16:25:58 +0000

[…] I discovered that I received cash today for TouchTunes Music Corp. (TTMX). You might recall from the Special Situations Real Money Portfolio 2005 Performance report that I bought 1,999 share of TouchTunes Music Corp. on December 7, 2005 for $0.42 a share. […]

By: Carnival of Personal Finance #33 - Fat Pitch Financials

Carnival of Personal Finance #33 - Fat Pitch Financials — Mon, 30 Jan 2006 05:27:55 +0000

[…] While you are here, I encourage you to explore some of Fat Pitch Financials most popular content. This includes my Special Situations Real Money Portfolio, which tracks the transactions and performance of my son’s Coverdell Education Savings Account that is mainly invested in “Going Private” transactions. The 30 Days to Becoming a Better Investor series is also very popular. More recently, my exploration of Joel Greenblatt’s Magic Formula for investing in stocks has also attracked interest. You can subscribe to Fat Pitch Financials via RSS feed or by email if you like what you see. Premium content is also available in Fat Pitch Financials’ Contributor’s Corner. […]

By: George

George — Thu, 19 Jan 2006 00:58:27 +0000

Hi Sree -

I will try to do more frequent updates on the performance of Special Situations Real Money Portfolio and let you know about positions that have been closed out.

I have moved my “real time” reporting of new trades to Contributor’s Corner.

By: Sree

Sree — Wed, 18 Jan 2006 17:59:08 +0000

This was very illuminating - thanks for putting up the details George. If you’re considering doing this again for 2006, would you consider posting this information
up on a “real time” basis? Just an idea, since you’re someone who’s gone through the trenches for a year - I’m sure me, and others like me would find a world of good in it.

Thanks again for the diligence and good work on your site.

By: Refocus Group Cashout Complete - Fat Pitch Financials

Refocus Group Cashout Complete - Fat Pitch Financials — Sat, 14 Jan 2006 06:23:31 +0000

[…] Yesterday, all 1,999 shares of Refocus Group in my Special Situations Real Money Portfolio were cashed out for $0.35 per share. I received $699.65 for the shares that cost $566.67. That earned my son’s Coverdell ESA $132.98 or a 23 percent gain. Since I only held these shares for 39 days, this trade earned a 220 percent average annualized rate of return. I was pretty happy with this little trade. […]

By: Morning Son

Morning Son — Mon, 09 Jan 2006 12:43:28 +0000

George,
Why has your Refocus not been cashed out yet?
Morning Son