| Ticker | Company | Picked By | Date* | Buy/Sell | Impact to Portfolio | Price Range (Average)* | Current Price | Change from Average | Comment | Current Shares | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INFI | Infinity Pharmaceuti... | RS Investment Management | 2013-03-31 | Buy | 0.06% | $32.93 - $49.37 ($39.51) | $ 18.6 | -53% | New holding, 168200 sh. | 168,200 | |
| NTE | Nam Tai Electronics ... | Irving Kahn | 2013-03-31 | Add | 1.09% | $11.9 - $14.99 ($13.65) | $ 6.62 | -52% | Add 18.74% | 3,420,936 | |
| GNK | Genco Shipping & Tra... | Chuck Royce | 2013-03-31 | Buy | 0.01% | $2.48 - $4.13 ($3.22) | $ 1.58 | -51% | New holding, 785500 sh. | 785,500 | |
| NCT | Newcastle Investment... | Jeremy Grantham | 2013-03-31 | Buy | $8.68 - $11.56 ($10.56) | $ 5.26 | -50% | New holding, 52316 sh. | 52,316 | ||
| DM | Dolan Co | Jim Simons | 2013-03-31 | Add | $2.37 - $4.24 ($3.21) | $ 1.62 | -50% | Add 468.8% | 168,724 | ||
| HMY | Harmony Gold Mining ... | Ray Dalio | 2013-03-31 | Buy | $5.94 - $8.96 ($6.93) | $ 3.59 | -48% | New holding, 55100 sh. | 55,100 | ||
| IEC | IEC Electronics Corp... | Jim Simons | 2013-03-31 | Add | $5.64 - $7.08 ($6.3) | $ 3.34 | -47% | Add 22.85% | 84,400 | ||
| GOL | Gol Intelligent Airl... | Jim Simons | 2013-03-31 | Buy | $5.95 - $7.61 ($6.86) | $ 3.63 | -47% | New holding, 106695 sh. | 106,695 | ||
| AU | Anglogold Ashanti Li... | Ray Dalio | 2013-03-31 | Buy | 0.01% | $23.41 - $31.37 ($26.89) | $ 15.2 | -44% | New holding, 49700 sh. | 49,700 | |
| RAX | Rackspace Hosting, I... | Jim Simons | 2013-03-31 | Add | 0.08% | $49.74 - $79.24 ($65.22) | $ 36.34 | -44% | Add 483.96% | 822,800 | |
| ICA | Empresas ICA, S.A.B.... | Jim Simons | 2013-03-31 | Add | $10.06 - $13.51 ($11.86) | $ 6.6 | -44% | Add 154.92% | 142,500 | ||
| SID | Companhia Siderurgic... | Jim Simons | 2013-03-31 | Buy | $4.48 - $6.23 ($5.36) | $ 3 | -44% | New holding, 162500 sh. | 162,500 | ||
| SSRI | Silver Standard Reso... | Jim Simons | 2013-03-31 | Add | $9.28 - $15.39 ($11.74) | $ 6.74 | -43% | Add 20.99% | 462,283 | ||
| ABX | Barrick Gold Corpora... | NWQ Managers | 2013-03-31 | Add | 0.56% | $28.52 - $35.53 ($31.59) | $ 18.01 | -43% | Add 36.4% | 8,491,106 | |
| HSON | Hudson Global Inc | Chuck Royce | 2013-03-31 | Add | $3.68 - $4.81 ($4.3) | $ 2.51 | -42% | Add 41.21% | 749,705 | ||
| DF | Dean Foods Company | Mario Gabelli | 2013-03-31 | Add | $15.43 - $18.94 ($17.67) | $ 10.26 | -42% | Add 22.47% | 130,800 | ||
| GFA | Gafisa SA | Jim Simons | 2013-03-31 | Buy | 0.01% | $3.72 - $5.13 ($4.48) | $ 2.59 | -42% | New holding, 536200 sh. | 536,200 | |
| AG | First Majestic Silve... | Steven Cohen | 2013-03-31 | Buy | 0.01% | $15.13 - $21.16 ($17.82) | $ 10.39 | -42% | New holding, 105700 sh. | 105,700 | |
| IAG | Iamgold Corp | Chuck Royce | 2013-03-31 | Add | 0.01% | $6.15 - $11.78 ($8.43) | $ 4.91 | -42% | Add 217.79% | 656,620 | |
| SBGL | Sibanye Gold Ltd | Chuck Royce | 2013-03-31 | Buy | $5.27 - $7.47 ($6) | $ 3.51 | -42% | New holding, 225875 sh. | 225,875 | ||
Add Notes, Comments or Ask Questions
Comments