Browsing Category: "Model Portfolios"
In the May Special Situations Real Money Portfolio update, I mentioned that I purchased 5,000 shares of XTENT (XTNT). Let me recount how this investment came about and how it turned out.
XTENT is a development stage medical device company focused on developing and commercializing customizable drug eluting stent systems for the treatment of coronary artery [...]
The Special Situations Real Money Portfolio closed out the month of May with a balance of $21,944.03. This is up 2.2% from the record breaking performance in April. While the S&P 500 returned an amazing 5.5% last month, I’m still more than happy with how I did in May.
The year-to-date return for the Special Situations Real [...]
The Fat Pitch Financials Portfolio has gained a bit more ground in May. The portfolio ended May 29, 2009 with a value of $946,732.78. That is up 1.9% since I last reported on Fat Pitch Financials Portfolio in April. Over the past six months, this portfolio has continued to outpace the S&P 500 and the Dow [...]
It’s been a while since I’ve reported on the Fat Pitch Financials Portfolio. I never got around to reporting on the portfolio at the end of March. The last report looked at the Fat Pitch Financials Portfolio February 2009 numbers.
A lot has changed in terms of the value of the portfolio since that time.
The Special Situations Real Money Portfolio closed out the month of April with a balance of $21,478.13. That’s up 14.2% from the $18,800 portfolio balance at the end of March. If I’m correct, I believe this is also a record high balance for this portfolio.
For those of you unfamiliar with this portfolio, the Special Situations [...]
The Mexican airport industry has received an almost perfect storm of bad news. The recent news of drug related violence in the region, the global decline in economic activity, swine flu, and an earthquake on April 27th in Mexico City have slammed shares of Mexican stocks. Fear has hit Mexican airline stocks particularly hard.
Shares of [...]
March was a fairly quiet month for the Special Situations Real Money Portfolio. Only a few trades took place this past month and the portfolio’s cash balance was quite high. This caused the portfolio to miss out on some of the gains made in the general stock markets in March.
Special Situations Real Money Portfolio regained some ground in February. The ending balance on February 27, 2009 was $17,984.99. This is up 5.26% since January. Nevertheless, the portfolio was still down 3.08% since the beginning of the year. You would think I would be happy with the performance in February, but I am not.
The month of February started [...]
Things have been very busy here at Fat Pitch Financials. I’ve been meaning to post the February update for the Fat Pitch Financials Portfolio, but I haven’t had time to pull it together. Since we are already halfway through March, I’m just going to post the performance numbers for February. I spent the month of [...]
The third special situation opportunity that came to completion last week was NDS Group PLC (NNDS). This was probably a much simpler and less stressful play than Puget Energy and Meadow Valley. Let me provide you with some of the background.
NDS Group PLC announced back in September of 2008 that it was going to be taken private [...]
