Portfolio

Value stock positions

TickerPurchase Date*EntrySell DateDividendExitRatingReturn
AWDR.OLMay 15, 201390.00---**-
AKPS.OLApr 8, 201326.50May 8, 2013-35.90***35.5%
BUR.PAMar 20, 2013346.83---**-
PVCS.LMar 3, 20130.1109---***-
ALJJFeb 12, 20130.732---**-
UTSIFeb 11, 20132.90***---**-
TLI.LNov 21, 201242.50---*****-
CDU.LSSep 27, 201222.00---***-
AIGSep 10, 201233.26---**-
RELLA.COJuly 19, 201232.20---**-
ORGN.PKMay 10, 20121.45Aug 28, 20120.381.45***26.1%
CNRD.PKMar 29, 201216.50-2.00-****-
SODI.OBMar 26, 20123.09---**-
DSWLMar 6, 20122.11-0.27-***-
SALMFeb 21, 20122.65Apr 3, 20130.197.85**202.5%
IAM.TOJan 24, 20120.59Jan 11, 20130.050.52***-3.4%
ARGO.LJan 3, 201214.69-1.30-***-
URB-A.TONov 28, 20110.99Oct 25, 2012-0.90**-9.1%
0684.HKNov 16, 20112.21-0.175-***-
ASFINov 7, 20118.33-0.16-****-

Short positions

TickerPurchase Date*entrySEll DatedividendExitReturn
STP Mini ShortJan 7, 20131.72----
VVUSJul 19, 201226.24Nov 6, 2012-13.1150.0%

Special situations: liquidations

TickerPurchase Date*entrySell DatedividendExitReturn
ACMEOct 9, 20120.95Dec 24, 20120.930.1614.7%

Special situations: merger arb

TickerPurchase Date*entrySell DatedividendExitReturn
CHGYMar 21, 20130.1304----
WHFeb 21, 20132.83Mar 3, 2013-3.057.8%
SHPJan 2, 20138.57Jan 11, 2013-8.721.8%
ALJJNov 20, 20120.75Feb 15, 2013**-0.8310.9%
NKBPOct 15, 20125.30Jan 10, 2013-5.738.1%
CMMCY.PKSep 17, 20124.76Nov 11, 2012-4.954.0%
FBK.TOApr 19, 20120.96May 3, 2012-0.92-4.2%
VRUS 135CDec 8, 20111.65Jan 11, 2012-2.0021.2%

* Date of first purchase
** Not completely sold, transferred remaining position to long term value stock category
*** Adjusted for 1-for-3 reverse split