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Alias Born 12/31/2004

Re: None

Monday, 01/14/2008 10:35:12 AM

Monday, January 14, 2008 10:35:12 AM

Post# of 785
Nsom challenge ...

I'm overall bearish on market and economy.
Two short positions
SDD - ultrashort on S&P600
TWM - ultrashort on Russell2000

Two Gold positions
RIC
GORO - wildcard

PTSC - has patent portfolio for microprocessor components. Has signed many big names, but many view as one trick pony. Recently settled out of court with two Japanese companies, but terms were confidential, so the jury is split whether good for the company or not. It pops intermittently, but usually settles back down. Probably no huge moves til mid-April when 10Q comes out which should give some clues about the settlement. Meanwhile I may freeze on any pop towards .60, which would be about 30%.

OSIIF - I have had this one is several contests and it hasn't doenme much good. Showed a small profit lastQ, and has guided towards profitability in the next two Q's, just not sure how much. With a decent Q (end of Feb) and any sizable contract announcement, could pop towards .60, so also looking for 30-35% here. This company does marine mapping for most allied Navies. Also some land mapping, and now have a infrastructure threat assessment team (targeting port security).

GL all,
yield

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