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August 11, 2007

 

 

Holdings

 

 

11-Aug

1

F

2

NBG

3

AHL

4

NKE

5

SAFT

6

VRSN

7

SNP

8

CAT

9

INTC

10

C

11

TOA

12

FNF

13

MS

14

TKC

15

HMC

16

CRYP

17

X

18

DOW

19

COP

20

ACH

 

 

Performance of Individual Stocks For last 3 months

 

11-Aug

 

FNF

4.50%

COP

5.42%

CAT

16.06%

NKE

2.73%

SAFT

-11.28%

VRSN

2.29%

SNP

21.24%

AHL

6.14%

INTC

6.50%

C

0.45%

TOA

-60.60%

F

-4.12%

MS

4.48%

TKC

8.50%

HMC

-13.77%

CRYP

-14.06%

X

32.84%

DOW

9.86%

NBG

7.99%

ACH

27.47%

 

 

Total Increase (Decrease) since last quarter: -1.99%

Additions:  None

Subtractions: None

Commentary:  (Added October 27, 2007).  First of all, I would like to apologize for my absence for the last few months.  I would especially like to beg the forgiveness of those of you who have sent me emails that have gone unanswered.  The reason for my disappearance is that since the May 11th update I switched jobs and am now working as an equity research analyst for a large US financial corporation.  Therefore, I felt the prudent thing to do was to sever my ties with the Bandy 20 Index until I could figure out a way to ensure that there was no conflict of interest between my professional responsibilities and privileges and my hobby of maintaining the Bandy 20 index.  As a Wall Street analyst, I am exposed to a wide variety of potential conflicts with a website like this one.  Some of the worries I have include the following:

(1)   Several of the companies currently in the Bandy 20 Index are covered by other analysts at my firm.  By including them in my index, I am implicitly giving a buy recommendation to the companies.  If my ‘recommendation’ is different from the recommendation of the analyst at my firm, I could find myself in the uncomfortable position of contradicting my firm’s position on a stock.

(2)   As a sell side analyst, I am privy to certain non-public information.  It would be unethical, (and probably also illegal) to make a commentary on this website that was influenced by this information. 

For these reasons, on the November 11th update F, VRSN, and X will be removed from the index, as they represent securities that are potentially troublesome for me to comment on.  The upcoming removal of F, VRSN, and X in no way reflects my opinion on these securities, and will be made for the sole reason that I want to avoid any potential conflict of interest that could arise from the inclusion of these securities as part of the Bandy 20 index.  Additionally, should any potential conflicts of interest arise in the future with a security on the Bandy 20 index, the security will be removed from the index at the next update, regardless of my opinion as to the investment potential of the security.  Also, let me reiterate that the Bandy 20 index is for entertainment purposes only.  In no way should any commentary on this website be interpreted as a formal recommendation to buy, hold, or sell any security.  The content herein is entirely the opinion of the website’s author, and does not reflect the opinions of any parties that employ or professionally interact with any individuals that are involved with this website. 

 

Having said that, let me say that I am delighted to be working on Wall Street.  Perhaps in a future quarterly update I can give my opinions on the sell-side once I get a bit more experience under my belt. 

 

Since the next update is coming soon (November 11th), I am not going to write a long quarterly update for this period (August 11th), as I am already so tardy in updating this quarter.  Therefore, stay tuned until November 11th……

 

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