DOGS portfolio update: DELL + HP + RIMM

July 8, 2012

I’m taking some dough and building a dogs tech portfolio starting with DELL, HP & RIMM.  I’m planning to hold 3 quarters or more — what other companies should we be researching for the dogs?


New FIO Chart from Blue Collar Investor

March 5, 2012

FIO came up as one of the candidates that survived Blue Collar Investor’s rigorous screening for covered calls as of Sunday based on Friday closing prices.  Many many thanks to Barry Bergman of BLUECOLLARINVESTOR — see link here:  http://www.thebluecollarinvestor.com/

 


FIO UPDATE: ioDrive2 Trouble?

February 6, 2012

from Seeking Alpha’s Spencer Knight:

“Fusion is working out the kinks for the ioDrive 2; which is turning out to be a more difficult task than expected.”

This is the first I have heard anything about challenges getting the ioDrive2 into production — frankly, there was no attribution for the comment so I am really wondering if it’s accurate.

Here is the post:  http://seekingalpha.com/article/344671-why-you-should-sell-fusion-io-buy-emc-and-commvault#comments_header


FIO Institutions and Funds Hold 50% of Float

January 23, 2012

Here’s the table direct from YAHOO:

Top Institutional Holders
Holder Shares % Out
FMR LLC 3,690,000 4.42
TCW GROUP, INC. (THE) 3,681,292 4.41
NEA Management Company, LLC 25,935,930 31.1
GILDER, GAGNON, HOWE & CO. 1,740,931 2.09
Capital Research Global Investors 970,189 1.16
LORD ABBETT & CO 937,364 1.12
Valinor Management, LLC 750,000 0.9
THORNBURG INVESTMENT MANAGEMENT INC. 636,816 0.76
JAT Capital Management, L.P. 589,800 0.71
EAGLE ASSET MANAGEMENT, INC. 559,887 0.67
47.34
Top Mutual Fund Holders
Holder Shares % Out
FIDELITY GROWTH COMPANY FUND 2,586,756 3.1
TCW SMALL CAP GROWTH FUND 744,451 0.89
THORNBURG CORE GROWTH FUND 630,700 0.76
LORD ABBETT DEVELOPING GROWTH FUND 397,549 0.48
Allianz Fds-RCM Technology Fd 316,110 0.38
Eagle Series Tr-Eagle Small Cap Growth Fund 305,360 0.37
FIDELITY OTC PORTFOLIO 298,124 0.36
FIDELITY CANADIAN GROWTH COMPANY FUND 264,590 0.32
FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND 207,800 0.25
JP MORGAN SMALL CAP GROWTH FUND 199,330 0.24
7.15

As a comparison, OCZ is at 81% and STEC is at 87%.  The reason is simply there are not enough shares of FIO to go around.  That will change next month when an additional release of shares comes online and institutions can purchase without triggering SEC-required reporting


FIO Analytics for Monday November 21st

November 21, 2011

This chart is brought to you by:  The Blue Collar Investor:

Note:    Near-term downside target is $32 – $33.


FIO Analytics for Monday November 14th

November 14, 2011

The following chart was created by Barry Bergman courtesy The Blue Collar Investor:

NOTES:

Looking slightly bearish but could change based on news coming from Europe.   
However, the reasons that I’m slightly bearish:
  • Possible Head & Shoulders forming (very bearish)
    • Left shoulder and head in green circle
    • Possible right shoulder could form in vicinity of red circle
  • Trend line broken over last two days…close below trend line (red)
  • MACD, a momentum indicator, is showing bearish (histogram below zero line)
  • Stochastics showing a bearish trend (below 50)
  • Decreasing volume 
Potential near term targets:
  • Next upside target – $35-$36
  • Next downside target – $28-$29…the gap area due to Barron’s article

Fusion-io Files S1 for Follow-on $100m

November 9, 2011

I just read the new S1 and I have to say this is a great submission — really the poster-child of registration statements.  Full Disclosure:  I am no expert and I am long FIO.

S-1
General form of registration statement for all companies including
face-amount certificate companies
Filed on 11/09/2011