Z, what is happening with the links to charts that is now at the bottom of the Friday comments. There seem to be a number of charts available but when I click on any chart link I get a message "Insufficient
privileges , log in". I tried logging in again but get the same message.
Browser is Firefox 4.0.1. Maybe it is somehow keeping track of the posted charts that I clicked to view on Friday as it is approximately the number of charts I looked at Friday. Okay if the mystery continues. I just thought you may have implemented some new way to post charts directly to your site and it was not quite working.
Z – l’m looking at the ZLT holding list and reconciling it to their respective stories and valuations. I see more “mis-pricing” on names down the list. Would I be correct in stating that SSN grew into the leading role?
SSN yes. Mispricing on others, not so much. Recall that I’ve backed off several of the stronger names on the list more than once from BEXP to WLL to OAS. TPLM started to work, then backed off so I upped it a number of times, thinking that sooner or later their plan will get more recognition. So far they are ahead of schedule on execution. Same goes for a number of names that haven’t really moved much yet. Other’s like ROSE and LINE don’t make the top 10 because they were starter positions that ran and I failed to add more during the run up.
KOG & FBIR
More weather related issues still pending??
“North Dakota Gov. Jack Dalrymple also said that the Federal Emergency Management Agency had expanded its federal emergency declaration to include seven state counties and the Standing Rock Reservation as they fight rising water on the Missouri River.
A state of disaster also was declared Friday on the Fort Berthold Reservation by Three Affiliated Tribes Chairman Tex Hall, who said flooding had damaged homes and other buildings, swamped farmland and caused highways to erode.”
Re 20 – No problem, realize that that's across a handful of portfolios and gets a little unbalanced due to timing of trades and sizing. Most of those portfolios have 5 to 8 positions in them so no one port has all the names. For another view, a look at a balanced portfolio, see the ESA accounts.