Monday, May 3, 2010

Current Holdings May 2010

Description
Acct %
Gain(%)
Open date
Purchase Price
DRIV
25.34%
16.06%
02/02/2010
$24.99
ATVI
16.16%
0.86%
03/04/2010
$11.00
TDV
13.87%
6.73%
02/02/2010
$17.84
KBH
8.40%
14.51%
03/04/2010
$16.79
MOT
8.30%
1.68%
03/09/2010
$7.00
PHM
7.80%
23.42%
03/04/2010
$10.84
AMD
6.80%
18.09%
02/02/2010
$7.91
TTWO
4.82%
11.14%
03/04/2010
$9.93
MTZ
3.67%
-2.70%
03/04/2010
$12.94
FRE
2.18%
20.00%
02/17/2010
$1.25
FNM
1.75%
14.29%
02/17/2010
$1.05
CASH
0.91%
0.00%
$1.00


I didn't buy or sell anything. Digital river was up a lot more at one point, I think 33 and dropped back down. Still strong. TDV is on the chopping block based on some research I think it may be a little too risky, but in a recovery phase I think it's a good thing to hold. I'm also watching MOT and MTZ closely. MOT because they are making a big bet with Android and who knows if that is going to hit or not? And MTZ since it is the only one of my housing picks that hasn't moved.

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