Corporate Governance

Good corporate governance - pointing out corporate directors who should and shouldn't be elected anywhere. This is my attempt to keep track of good people for board of directors and keep track of people who should be avoided.

Sunday, June 29, 2008

 

for 6/30

long: not much. and those aint tickers - that's things being ugly. the best of a sad sad lot are gfig bgc wcg tex
and when you do your research on that you'll say ick.

short: wb cit fitb key mtg wm bac sti rf zion wfc c db jpm cof

Friday, June 27, 2008

 

for 6/27

long bp oxy

short wb fitb key bac cit sti wm ef zion ayr wfc c db

Thursday, June 26, 2008

 

for 6/26

long agr arrs ois bp oxy tex tkr wlt

short wb bac cit fitb key wm rf sti ayr wfc cof zion

Wednesday, June 25, 2008

 

for 6/25

long: agu ois dvn ntgr oxy tkr wlt

short: wb bac fitb cit key sti wm mtb rf ayr wfc zion

Tuesday, June 24, 2008

 

what would the longs and shorts have been for 6/24?

needless to say, things completed at 8:24am, soon enough for me to have done something, but after i left for the office

long: tex aci agu arrs bp dvn mac tkr

short: bac wb cit fitb key sti wm rf ayr wfc zion cof


geesh - these would have sucked today. not a bad thing the stupid thing went long

 

problem this morning

firefox ate my computer. will post later tonight. sorry all

Sunday, June 22, 2008

 

6/23

long ois oxy pde wlt

short bac cit wb fitb key sti wm wci ayr c db gs ms wfc geez, this is almost a who's who in the finance sector.... did the software miss anybody?

Friday, June 20, 2008

 

6/20 results

long hes ndaq oxy ois bp
short cit bac wb key sti fitb wm rf ayr wfc

Thursday, June 19, 2008

 

6/19 results

long so tyc

short cit wm bac wb key fitb gs ms sti wfc

Wednesday, June 18, 2008

 

6/18 results

long agu dvn eix ois wlt

short cit wm bac wb key fitb gs ms sti

Tuesday, June 17, 2008

 

6/17 results

long: OIS SUN

short: CIT WM BAC KEY WB AYR FITB STI

Sunday, June 15, 2008

 

6/13 results

long list - DVN AGU OIS PDE RBC TOT WLT
short list - CIT WB FITB BAC AYR STI

Friday, June 13, 2008

 

6/12 results

long TOT DVN BP COP SUN X APA TSO

short CIT WM WCI TRMP FBR AYR BAC COF FITB

i cant pull triggers on sun tso wci trmp or fbr but the rest are good

Thursday, June 12, 2008

 

6/11

buy list

APA
BUCY
OIS
OVTI
RIG
TSO
DVN

no go on OVTI and TSO, but good to go for APA BUCY OIS RIG DVN


sell list

AYR
BAC
COF
FITB
KEY
WB
WCI
WM
CCRT
CIT

wci remains too low to short and ccrt has a ton of shorts already and the risk of a short squeeze is out there, but good to short on ayr bac cof fitb key wb wm cit

Wednesday, June 11, 2008

 

Post June 10 eval

buy list:

CAE
DVN
LPL
REP
TSO

common sense knocked out CAE and TSO, leaving DVN LPL and REP


Sell list

BAC
CIT
COF
FITB
KEY
STI
TRMP
WB
WCI
WM

trmp and wci have too much chance of a little buying killing you on the short side

the rest are all shortable. hardly a surprise as they're all financials

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