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Posted: 01 Jan 2009 22:45
by ghariton
Name: The John Law Memorial Hedge Fund
All on the TSX:
Long: OPC, DML
Short: NT, BCE
George
Posted: 01 Jan 2009 23:32
by NormR
Sigh, based on all the hedgie buying, I guess it's time to sell my FFH.
BTW, how easy is it to short a low priced stock like NT?
Oh, and I think some people are straying from the indexes.
Posted: 01 Jan 2009 23:42
by couponstrip
"Two-and-Trendy Head(ge) Games"
Long:
NKO.T
TLM.T
Short:
AEM.T
AEI.T
Posted: 01 Jan 2009 23:54
by bubbalouie
Long: ABX and YRI
Short: RY and POW
Armeghedgon Fund
Posted: 01 Jan 2009 23:55
by NormR
With apologies to Norbert, contestants can pick up a synthetic cash/bond position by going long NB-T which is due to be taken over by FFH-T at $39/share on Jan 13.
Disclosure: I hold both but this shouldn't be taken as a recommendation to actually buy/sell these stocks.
Posted: 02 Jan 2009 00:02
by bubbalouie
normr: just curious if yer going to muster up the courage to choose some picks this year; your picks in CB show you're mortal just like the rest of us plebes; c'mon, we won't laugh at you; what have you got to lose.
Posted: 02 Jan 2009 00:06
by jeebuz
Name: "Oracle of Oro Fund"
Long: BRK.A
Short: GE, GS
- Jeebuz -
Posted: 02 Jan 2009 01:51
by Norbert Schlenker
Sorry for my lack of attendance. Busy entertaining guests.
Questions
George$ wrote:wondering if the main purpose of this hedge fund contest is 'educational' , or 'entertainment', or 'make work', or what
I expect the only education will be of me while automating the results.
couponstrip wrote:This excludes the TSX venture exchange I assume.....
It does. I'm a hard taskmaster.
NormR wrote:With apologies to Norbert...
No apologies necessary. Just get your entry in on time. And twist Dan's arm.
Valid portfolios
The Guaranteed Anxiety Fund (pitz)
Khufu Asset Management (randomwalker)
The Half-Baked, Long/Short, Hedge Fund (scomac)
No redemption for you! (beluga)
What the Hell Fun Fund (George$)
The LOBASS Fund (adrian2) [using BMO and CIBC]
Leylandii Hedge Fund (Gus)
Pickle Barrel (Pickles)
Ameghedgon Fund (bubbalouie)
Invalid portfolios (fix 'em before 9 am Friday)
Double Tightloose Updown Hedgie Madoffwitheverything Fund (brad911): FSY not in the TSX Composite
Once Uponzi Time Fund (serdic): 3 in the S&P 500 but TD ain't; pick a US bank mebbe
The 'Uhoh I Forgot To Give It A Clever Name' Fund (uhoh): If COF is Capital One Financial, you're mixing Canadian and US; if it's Coventree, it's not in the TSX Composite
Opulent Financial (augustabound): Neither COF nor RGL are TSX Composite
Pharyngula (sayhey): DFE not TSX Composite
1st Crystal Ball Hedge Fund (OptsyEagle): Gannett is fine, ACAS is not S&P 500
We Put the 'Fun' in 'Hedge Fund'" Hedge Fund (arnyk): ORV not TSX Composite, AWI doesn't exist?
The John Law Memorial Hedge Fund (ghariton): DML not TSX Composite
Two-and-Trendy Head(ge) Games (couponstrip): AEI not TSX Composite
Oracle of Oro Fund (jeebuz): BRK.A not S&P 500
Banzai Bull Fund (Mike Schimek): SVC, XMC not TSX Composite
Don't know what's in the TSX Composite? Look
here.
Don't know what's in the S&P 500? Look
here.
Posted: 02 Jan 2009 02:17
by Mike Schimek
I'll hop aboard if still possible -)
The "Banzai Bull Fund"
I'll go long:
Sandvine (SVC) - 0.81
XCeed Mortgage (XMC) - 0.80
Hmm dunno much about shorting but these two might be losers;
Nortel (NT) - 0.32
H&R Real Estate (HR.UN) - 7.45
Posted: 02 Jan 2009 02:37
by travesty
Long:
INTC
BAC
Short:
INTU
JAVA
Posted: 02 Jan 2009 02:53
by Inquisitive
Oh goodie, another chance to make a fool of self.
The Crapshoot Cafe Casino Fund
Long
UUU
LIF.UN
Short
MG.A
BPO
But if Dan and Norm are to have their arms twisted, who will twist Norbert's ( not to mention the arms of the other Founders)?
Inq
Posted: 02 Jan 2009 03:23
by ghariton
Norbert Schlenker wrote:The John Law Memorial Hedge Fund (ghariton): DML not TSX Composite
It's that trashy, huh?
Okay, I'll substitute CCO for DML. That makes me
Long: OPC, CCO
Short: NT, BCE
Thanks
George
Posted: 02 Jan 2009 03:34
by bindexit
Fund name: Take Your Money and Run ... with Madoff Fund
Long:
-Sherritt (S)
-Petro Canada (PCA)
Short:
-Harvest Energy Trust (HTE.UN)
-Metro (MRU.A)
Posted: 02 Jan 2009 06:11
by augustabound
Norbert Schlenker wrote:
Opulent Financial (augustabound): Neither COF nor RGL are TSX Composite
Woops, sorry. I just did quick filter and they came up with the "T" for the index.
Change my shorts to
Barrick Gold ABK - TSX
Richie Brother Auctioneers - TSX
Posted: 02 Jan 2009 06:47
by Serdic
Fix-ed
Name: Once Uponzi Time Fund
Long: Ford, COSTco
Short: GOOGle, GS
Posted: 02 Jan 2009 06:54
by arnyk
I pick IDG-T and GLN-T instead.
Posted: 02 Jan 2009 07:15
by brad911
brad911 wrote:Fund Name: Double Tightloose Updown Hedgie Madoffwitheverything Fund
Long: NAL.UN & SU
Short: BVF & BMO (risky)
Posted: 02 Jan 2009 07:51
by kcowan
Name: Craps Shoot
Long: cos, pgf
Short: cm, mfc
Posted: 02 Jan 2009 08:06
by OptsyEagle
1st Crystall Ball Hedge: revised for rules
Long:
BAC
ACAS
(ACAS is an S&P500 stock as far as I can see anyways.
http://www2.standardandpoors.com/portal ... 0,0,0.html )
Short:
FDO
GCI
Posted: 02 Jan 2009 08:19
by uhoh
Norbert Schlenker wrote:The 'Uhoh I Forgot To Give It A Clever Name' Fund (uhoh): If COF is Capital One Financial, you're mixing Canadian and US; if it's Coventree, it's not in the TSX Composite
It was Coventree.
globeinvestor lists it as COF-T so i assumed it was ok. And actually, the TSX website seems to have it on the Toronto exchange - but I'll keep looking cuz frankly, i'm not really confident of my knowledge of the tsx
if i must replace it, i'll do so with allied nevada gold - that's on the TSX site too.
Posted: 02 Jan 2009 08:58
by cycle
Security Through Obscurity Fund
"A fund for carrying out an undertaking of great advantage, but nobody to know what it is."
Long: CFP.T, WFT.T
Short: POT.T, TIM.T
Posted: 02 Jan 2009 09:07
by cycle
Whoa, just found out that TIM was removed from the index last month. I'd still love to use it, otherwise please switch to TCK.B
Posted: 02 Jan 2009 10:18
by NormR
cycle wrote:Whoa, just found out that TIM was removed from the index last month. I'd still love to use it, otherwise please switch to TCK.B
TIM is still in the Composite, at least according to globeinvestor.com.
Posted: 02 Jan 2009 10:21
by uhoh
NormR wrote:cycle wrote:Whoa, just found out that TIM was removed from the index last month. I'd still love to use it, otherwise please switch to TCK.B
TIM is still in the Composite, at least according to globeinvestor.com.
do you show that COF is?
Posted: 02 Jan 2009 10:25
by NormR
bubbalouie wrote:normr: just curious if yer going to muster up the courage to choose some picks this year; your picks in CB show you're mortal just like the rest of us plebes; c'mon, we won't laugh at you; what have you got to lose.
Ah, alas, I'm too late for the festivities. Caught napping again