|
|
|
Third & Fourth Quarter 2004
|
|
Stocks
|
Date Rec.
|
Price Rec.
|
Target
|
Exit Date/Price
|
Profit/Loss
|
|
CNXT - Conexant
|
07/06/04
|
$2.35 |
$2.85
|
07/15/04 $2.50
|
+6%
|
|
MWY- Midway
|
07/14/04
|
$9.75 |
$11.50
|
07/23/04 $11.50
|
+18%
|
|
SIRI - Sirius
|
07/19/04
|
$2.25 |
$2.60
|
07/20/04 $2.60
|
+15%
|
|
CDE - Couer D'ALene
|
07/26/04
|
$3.12 |
$3.60
|
08/19/04 $3.75
|
+20%
|
|
APOL - Apollo Group
|
08/02/04
|
$71.50 |
$80.00
|
08/03/04 $79.50
|
+11%
|
|
NT - Nortel
|
08/09/04
|
$3.55 |
$4.00
|
08/19/04 $4.00
|
+13%
|
|
SHRP - Sharper Image
|
08/23/04
|
$17.05 |
$19.50
|
09/10/04 $19.50
|
+14%
|
|
NOVL - Novell
|
08/31/04
|
$5.65 |
$6.50
|
09/13/04 $6.50
|
+15%
|
|
CSCO - Cisco
|
09/07/04
|
$19.00 |
$21.25
|
10/01/04 $18.70
|
(-2%)
|
|
SLR - Solectron
|
09/13/04
|
$5.25 |
$6.00
|
10/04/04 $5.25
|
0%
|
|
KO - Coca Cola
|
09/20/04
|
$40.00 |
$45.00
|
10/14/04 $39.50
|
(-1%)
|
|
RHAT - Redhat
|
09/24/04
|
$12.95 |
$15.00
|
10/04/04 $14.50
|
+12%
|
|
CX - Cemex
|
09/27/04
|
$27.70 |
$31.00
|
11/05/04 $30.00
|
+8%
|
* |
* |
* |
* |
* |
* |
|
MRK - Merck
|
10/04/04
|
$34.00 |
$38.00
|
11/11/04 $29.90
|
(-12%)
|
|
SNDA - Shanda (short)
|
10/11/04
|
$31.50 |
$31.50
|
11/20/04 $27.50
|
+12%
|
|
NFLX - Netflix
|
10/18/04
|
$10.30 |
$11.85
|
11/12/04 $11.15
|
+8%
|
|
LDIS - Leadis
|
10/25/04
|
$8.65 |
$10.25
|
11/19/04 $10.25
|
+15%
|
|
LVLT - Level 3
|
11/01/04
|
$3.38 |
$3.80
|
12/01/04 $3.60
|
+7%
|
|
BSQR - BSquare
|
11/08/04
|
$1.02 |
$1.20
|
11/24/04 $1.30
|
+27%
|
|
TMR - Meridan
|
11/15/04
|
$5.25 |
$6.00
|
11/26/04 $6.80
|
+30%
|
|
CBJ - Cambior
|
11/22/04
|
$3.75 |
$3.15
|
11/29/04 $3.15
|
(-15%)
|
|
WIND - Wind River
|
11/23/04
|
$12.00 |
$14.25
|
12/17/04 $14.40
|
+20%
|
|
NOVL - Novell
|
11/29/04
|
$6.02 |
$6.75
|
12/15/04 $7.10
|
+18%
|
|
CMGI - CMGI
|
12/06/04
|
$1.95 |
$2.25
|
12/07/04 $2.80
|
+44%
|
|
CDSS - Citadel
|
12/20/04
|
$2.45 |
$2.80
|
12/27/04 $3.10
|
+27%
|
|
SLR - Solectron
|
12/28/04
|
$5.15 |
$5.80
|
02/02/05 $4.90
|
(-5%)
|
|
|
First & Second Quarter 2005
|
|
Stocks
|
Date Rec.
|
Price Rec.
|
Target
|
Exit Date/Price
|
Profit/Loss
|
|
BPUR - Biopure
|
01/10/05
|
$.57 |
$.67
|
01/18/05 $.54
|
(-6%)
|
|
TMTA - Transmeta
|
01/25/05
|
$1.05 |
$1.25
|
02/07/05 $1.30
|
+24%
|
|
LVLT - Level 3
|
01/31/05
|
$2.70 |
$3.10
|
03/04/05 $3.15
|
+17%
|
|
EBAY - Ebay
|
02/07/05
|
$76.00 |
$85.00
|
02/15/05 $85.00
|
+12%
|
|
LVLT - Level 3
|
02/10/05
|
$2.00 |
$2.40
|
02/22/05 $2.40
|
+20%
|
|
PRTL - Primus
|
02/22/05
|
$1.80 |
$2.10
|
03/15/05 $2.10
|
+17%
|
|
FWHT - Findwhat
|
02/28/05
|
$11.10 |
$12.75
|
03/16/05 $10.00
|
(-10%) |
|
PPHM - Peregrine
|
03/07/05
|
$1.50 |
$1.85
|
03/09/05 $1.32
|
(-12%)
|
|
VCLK - Value Click
|
03/14/05
|
$11.00 |
$12.30
|
04/04/05 $11.40
|
+3%
|
|
CMGI - CMGI, Inc.
|
03/16/05
|
$2.07 |
$2.42
|
06/02/05 $2.40
|
+16%
|
|
F - Ford
|
03/21/05
|
$11.10 |
$12.40
|
04/08/05 $11.00
|
(-1%)
|
|
IACI - Iaci, inc.
|
03/22/05
|
$21.75 |
$25.00
|
06/01/05 $25.00
|
+15%
|
|
IDNX - Identix
|
03/25/05
|
$5.12 |
$5.75
|
04/07/05 $5.80
|
+13%
|
* |
* |
* |
* |
* |
* |
|
EMBT - Embarcadero
|
04/04/05
|
$5.50 |
$6.20
|
04/22/05 $4.95
|
(-10%)
|
|
BORL - Borland
|
04/11/05
|
$6.00 |
$6.75
|
04/29/05 $5.82
|
(-3%)
|
|
LVLT - Level3
|
04/18/05
|
$2.03 |
$2.30
|
05/27/05 $2.28
|
+12%
|
|
HLIT - Harmonic
|
04/25/05
|
$6.25 |
$7.25
|
05/23/05 $6.50
|
+4%
|
|
OCA - OCA, inc.
|
05/03/05
|
$4.17 |
$4.80
|
05/23/05 $4.25
|
+0%
|
|
SYMC - Symantic
|
05/09/05
|
$18.45 |
$20.65
|
05/26/05 $22.40
|
+21%
|
|
GG - Gold Corp.
|
05/16/05
|
$12.50 |
$14.00
|
06/01/05 $14.00
|
+12%
|
|
NVI - Navigant
|
05/23/05 |
$18.00 |
$20.25 |
07/29/05 $20.25 |
+14% |
|
HLIT - Harmonic
|
05/30/05
|
$6.50 |
$7.80
|
06/27/05 $ 5.75
|
(-12%)
|
|
STRA - Strayer Edu.
|
06/06/05
|
$88.40 |
$96.00
|
07/28/05 $97.65
|
+14%
|
|
IUSA - Info USA
|
06/13/05
|
$9.37 |
$10.75
|
06/14/05 $11.88
|
+26%
|
|
CKXE - CKX Inc.
|
06/20/05
|
$14.65 |
$17.10
|
06/29/05 $13.05
|
(-11%)
|
|
TWP -Trex Co. Inc.
|
06/27/05
|
$25.05 |
$27.25
|
07/28/05 $31.35
|
| | | | | | |