Portfolio Holdings 3/13/15
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Portfolio Holdings 3/6/15
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Portfolio Holdings 3/2/15
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SONS sell off- there is always a reason, we just don't know it
Sonus Networks SONS sold of 11% yesterday on a rather benign earnings report. We have a large position in it and were very frustrated by the pin action considering the massive insider buying. The…
4th Quarter and Year End 2014 Partner Letter
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IEA says scope of US shale output fall to be limited - FT.com
Jorge Montepeque, the global director of market reporting at Platts, echoed this sentiment at a London conference on Monday. The price at which US shale plays are profitable are a “moving target” as…
Over the long run, big stock indexes finish up or down more than 1% on one-third of all trading days
Over the long run, big stock indexes finish up or down more than 1% on one-third of all trading days. Last year, it happened on just 14%, and on fewer than 10% in 2013. Recent market swings are a…
Portfolio Holdings 2/9/15
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Alibaba's Wholesale Trade Platform Partners With Lending Club to Finance U.S. Purchases
*DJ Alibaba's Wholesale Trade Platform Partners With Lending Club to Finance U.S. Purchases (MORE TO FOLLOW) Dow Jones Newswires 02-03-15 0000ET Copyright (c) 2015 Dow Jones & Company, Inc. *DJ…
Exxon eyes deals after oil price falls - FT.com
Jeff Woodbury, Exxon’s vice-president of investor relations, said on a call with analysts that the group was “alert” to possible bolt-on acquisitions and other investments that could strengthen its…