Long Ideas

The articles listed below were “long ideas” as of the date posted:

Company Name (Symbol) Price/Shr on Day Before Posted Article [click to view]
4/24/09 JDA Software (JDAS) $12.56 JDA Software: Outlook Improves as Pipeline Grows
3/27/09 Jamba Inc. (JMBA) $0.46 Jamba Inc. – New CEO Gives Company a Boost
2/5/09 XL Capital (XL) $2.67 XL Capital: Short Interest Poised to Drop – Will the Stock Pop?
12/18/08 Jamba Inc. (JMBA) $0.66 Jamba Juice Should Bear Fruit by Mid-2009
11/25/08 Ace Ltd. (ACE)*
Axis Capital (AXS)
PartnerRe (PRE)
Validus Holdings (VR)
XL Capital (XL)*
Reinsurer Stocks: A Fear-Driven Market Creates Opportunity
*Note: Article predicted that Q4 portfolio losses for ACE and XL would be high, suggesting an entry point in early 2009.
11/8/08 JDA Software (JDAS) $12.26 JDA’s Retrade is Justified
*Note: This was an opinion piece (see “IMHO” page), but it is also included here because it includes a specific price target.
Name (Symbol) Price/Shr on Day Before Posted Article [click to view]

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