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Winners and Losers

A roller coaster ride on Wall St.

This year has been a wild ride for the portfolio with some big winners and big losers. The chart below represents the gain/loss since initial purchase (not necessarily the 07 YTD).

Gain/Loss

Security   Description   Last Price   
92.72% ITI ITERIS INC NEW $4.05
46.62% CRM* SALESFORCE.COM INC $63.75
35.08% NFLX* NETFLIX INC $28.10
23.12% DMX I-TRAX INC NEW $3.40
6.19% TTEK* TETRA TECH INC NEW $22.30
4.21% AMZN* AMAZON.COM INC $91.26
-10.56% THRM* THERMAGE INC $5.92
-23.70% YHOO* YAHOO INC $24.01
-35.58% TICC* TICC CAPITAL CORP $9.81
-36.30% MNKD* MANNKIND CORP $8.46

Wrong bets on wholesale lender TICC, poor execution at YHOO and the lack of user adoption for inhaled meds have off set a few big winners. It's been fun but I think this will be the last year of posting my trades as 2008 is promising to be a busy year back at work for me.

 

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