Tuesday, January 29, 2013

NetSuite - A Loved Long For The Shorts



I have posted an article on Seeking alpha which goes into details about how to profit from going short NetSuite (N). It’s for medium to long term investors. 
 
If anyone reading do invest in special situations, this might make a good read. Either you can click here or go to Seeking Alpha and check out "kedar special situations" Its under short ideas for NetSuite (N).

Thank you

Thursday, January 17, 2013

2012 Returns on the Ideas



Every year, I look at returns on the ideas I put out. Even though I have been generating these ideas for 4 years, I only started putting them on my blog since 2011.

Annualized return on my synthetic portfolio of Long/Short ideas for 2012 is 54%. They are NOT inclusive of dividend payouts and potential trading costs.

Some of 2012 ideas:

Long - GNTX, NBR, NSR, GIL, PSX, VRSK, PRXL, STX and TSRA

Shorts - CSTR, QCOR, CATM and WM