Portfolio Update - I’m making some money!
I’ve updated some existing positions since I last added info to this blog, so here’s a recap:
JAVA:
Deal to be bought by Oracle instead of IBM. (Approved by shareholders on July 16, 2009). New offer price: $9.50/sh cash. Not sure on deal close date, so I will assume 12/31/2009. My entry was $8.20. I decide to close it out today (7/30/2009) at $9.25. Gave me a 12.8% ROI / 34.9% annualized.
HIFN was acquired by EXAR. I was in for $3.87 and got $4.00/sh in the deal, giving me a 3.36% ROI / 31.82% annualized.
Exelon abandoned it’s deal with NRG. So I closed out my position July 15, 2009 at $24.86/sh. I was in at $24.50, giving me a 1.47% ROI / 2% annualized.
COMS - Sold my entire 3Com position June 25, 2009 after more than doubling my money. Good timing too, as the price has dropped slightly since then. I also see no deal in their immediate future, as business looks good and they seem to be focused on operations and business, not selling out.
YHOO - I am selling my Yahoo position today after ananlyzing market reaction to the deal with Microsoft. I was in for $12.52 and am selling out at $14.60, giving me a 16.6% ROI / 38.3% annualized.
WYE - Shareholders approved the deal by PFE, so I sold out today at market price. Since the deal is tied to share price at close, I will cut risk and take profit now. I was in at $42.87 and sold at $46.69, giving me an 8.9% ROI / 24.1% annualized.

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