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 Desarrolladora Homex S.A. de C.V.  (HXM) Trade Now »     Rate HXM  -  Discuss HXM  -  Add to Watch List         Graphic_subscribe

       Sector: Services  >  Industry: Real Estate Operations
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** v.s. other stocks 		This Quarter's Sentiment:
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HXM: Bull or Bear? From:    SocialPicks  |  Blogsphere  |  All

From the Blogosphere

George Soros Increases Stakes in Potash (POT) & Petrobras (PBR); Culls Walmart (WMT) and Research in Motion (RIMM)
Tradermark
34%
It is funny - there was once a time you wanted to see your positions on the sheets of the major hedge fund players. That was before 2nd half 2008 when you see the damage that the whales do when they all rush out of positions at once due to forced selling and leverage!

George Soros is one of the more famous "old school" hedge fund managers - he and Jim Rogers (who we quote a lot on the blog) joined together in Quantum Fund to create some serious coin. He is infamous for betting against the British pound in the 80s and "breaking the Bank of England". Interestingly, Soros has sort of taken a...
By  Trader Mark   (-7.00%  risk: moderate)  02/18/09 Comment


George Soros Increases Stakes in Potash (POT) & Petrobras (PBR); Culls Walmart (WMT) and Research in Motion (RIMM)
Tradermark
34%
It is funny - there was once a time you wanted to see your positions on the sheets of the major hedge fund players. That was before 2nd half 2008 when you see the damage that the whales do when they all rush out of positions at once due to forced selling and leverage!

George Soros is one of the more famous "old school" hedge fund managers - he and Jim Rogers (who we quote a lot on the blog) joined together in Quantum Fund to create some serious coin. He is infamous for betting against the British pound in the 80s and "breaking the Bank of England". Interestingly, Soros has sort of taken a...
By  Trader Mark   (-7.00%  risk: moderate)  02/18/09 Comment


Bookkeeping: Weekly Changes to Fund Positions Week 50
Tradermark
34%
Week 50 Major Position Changes

Fund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger position changes.

Being a long only fund, via Marketocracy rules, the only hedges to the downside I have are cash or buying short ETFs. I cannot short individual equities.

To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'.

Cash: 1.1% (vs 0.0% last week)
56 long bias: 89.7% (vs 89.2% last week)
9 short bias: 9.2% (vs 10.8% last week)

<>65 po...
By  Trader Mark   (-7.00%  risk: moderate)  07/20/08 Comment


Bevy of Earnings - Monday on Tap
Tradermark
34%
The next 2 weeks have an enormous amount of earnings data - most days we're going to have to break this out daily to keep up. There is a lot to look at but I'll try to focus on a key few names that readers might be interested in.

For our fund holdings here is the breakout for the week
  • Monday: Apple (AAPL)
  • Tuesday: Illumina (ILMN), Jacobs Engineering Group (JEC), XTO Energy (XTO)
  • Wednesday: Baidu.com (BIDU)
  • Thursday: Cabot Oil & Gas (COG), Vale (RIO), Potash (POT)
  • Friday: N/A

Now on to Monday specifically...

<>First of all Apple (AAPL) the serial "underpromiser" - the question each quarter is how the ...
By  Trader Mark   (-7.00%  risk: moderate)  07/21/08 Comment


Bookeeping: Out Homex (HXM) In Cleveland Cliffs (CLF)
Logo1
38%

I need to raise cash since I want to buy more Cleveland Cliffs (CLF) on this 10% drop - so I can either (a) liquidate some short exposure or (b) shuffle some exposure from 1 bucket to another on the long side.

<>Since I still don’t see any signs of a real bottom, I’ve chosen the latter. Hard to pick what to sell, but in a pinch I’ve decided to close Mexican homebuilder Homex (HXM) right under $55 and roll the funds into Cleveland Cliffs in the $98s. The only risk I see to CLF here is a bidding war, but since this is not a hostile takeover and both boards have agreed to the deal perhaps...
By  StraightStocks   (-6.13%  risk: moderate)  07/16/08 Comment



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