Personal Track Record
This is not an investment model
- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Aug 10, 2010
casey11572 - View Profile
Personal Track Record
| Inception date | June 27, 2007 |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 27, 2007 | Member | Nasdaq Composite |
|---|---|---|
| Month to date (%) | 4.59 | 8.01 |
| 3 month (%) | 12.83 | 4.82 |
| 1 year (%) | 19.51 | 4.21 |
| Annualized since inception (%) | 11.31 | 3.93 |
| Since inception (%) | 63.77 | n/a |
| Sharpe (annualized) | 0.17 | 0.15 |
| % of positive months | 57.14 | 54.05 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Bearish Sales Reps December 07, 2007
We have conducted channel checks at Sears and Kmart stores. 20% of sales reps reports stores are less busy indicating bearish activity there for 4Q and Xmas season. In addition most stores report pre-Xmas sales are coming and there is lots of excess inventory at the stores. While SHLD has plunged this year we are immune to current price or past performance. We current Q as looking bad for SHLD and expect negative numbers next earnings report and the shares to fall correspondingly.
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Devices, Games Hot for BRCM December 07, 2007
Using our channel checking strategy we get to BRCM as a good long for the Xmas season. Nintendo Wii is selling out everywhere (2 BRCM components) and iPhones are selling well per our in europe it seems. We see from department stores, to toy stores and obviously at game stores that the Wii is just about the hottest item out there for the second year in a row. We this translating into a BRCM beat for 4Q which analysts and "street geniuses" will start talking about as Xmas gets closer. ......
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Sold CRI post earnings October 25, 2007
CRI earnings we're pretty good in our view ($0.58 v. street view $0.56). Stock rallied strongly both days after earnings. We were up 4% on the position so we sold. We are event driven and short term. The event here was earnings and our channel checks showed that CRI was doing better than the street thought. Now it is up and we sold. I see it shows us down in the system right now but when it updates tomorrow you will see the 4% gain.
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CRI Channel Says Stores are Busier October 17, 2007
We have conducted channel checks at Carter's stores in October and two things strike us. First no sales. No big discounting programs, nothing of mention. So no discounting, good for gross margins maybe. Second, many stores, over half, report being "busier" than last year at this time. This is compelling to us. we know it is generally perceived to be a rough time out there for retailers. We follow our channel checks alone. We'll see how they do when Carter's reports on October 23rd. Hey......
- Expertise 5-10 years
- Country United States
- State California
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