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Fat Pitch Financials Portfolio October 2010 Update

December 1, 2010 George 0 Comments BID, BP, BR, DEST, Ebay, KFT, LENS, MHP, MSFT, NOVA, PFE, PRXI, SNS, USB, USG, WEST, WFC, WU

I’ve been so busy that I never got around to updating you on the Fat Pitch Financials Portfolio at the

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FPF Value 

Fat Pitch Financials Portfolio Third Quarter 2010 Update

October 1, 2010 George 2 Comments BID, BP, BR, DEST, Ebay, KFT, LENS, MHP, MSFT, NOVA, PFE, PRXI, SNS, USB, USG, WEST, WFC, WU

The Fat Pitch Financials Portfolio ended the third quarter of 2010 on September 30, 2010 with a total value of $1,330,067.89.

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FPF Value 

Fat Pitch Financials Portfolio April 2010 Update

May 27, 2010May 27, 2010 George 2 Comments BID, BR, DEST, Ebay, KFT, LENS, MHP, MSFT, NOVA, PFE, PRXI, SNS, USB, USG, WEST, WFC, WU

This April update on the Fat Pitch Financials Portfolio is way overdue. The month of May is almost over, so

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FPF Value 

Fat Pitch Financials Portfolio February and March 2010 Update

April 7, 2010April 7, 2010 George 0 Comments BID, BR, DEST, Ebay, KFT, LENS, MHP, MSFT, PFE, PRXI, SNS, USB, USG, WEST, WFC, WU

I just realized that I didn’t get around to updating you on the performance of the Fat Pitch Financials Portfolio

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FPF Value 

Fat Pitch Financials Portfolio January 2010 Update

February 5, 2010 George 1 Comment BID, BR, DEST, Ebay, KFT, LENS, MHP, MSFT, PFE, PRXI, SNS, USB, USG, WEST, WFC, WU

The Fat Pitch Financials Portfolio has been off to a strong start in 2010. As of the market close on

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FPF Value 

Fat Pitch Financials Portfolio 2009

January 10, 2010January 10, 2010 George 2 Comments BID, BR, DEST, Ebay, KFT, LENS, MHP, MSFT, PFE, PRXI, SNS, USB, USG, WEST, WFC, WU

The Fat Pitch Financials Portfolio performed nicely in 2009, especially given the challenging market conditions.  As of the market close

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Special Situations Real Money Portfolio 

Special Situations Real Money Portfolio November 2009 Update

December 8, 2009December 8, 2009 George 5 Comments BMY, CYCL, MJN, SNS, T, WEST

Here’s a quick update on my Special Situations Real Money Portfolio. The portfolio closed the end of November with a

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