Bertram33 User Forum

Ok, you guys asked for it and here it is. I asked one of my portfolio manager friends to provide a report of current (as of 08/03/06) recommendations and target prices (the price we are looking for and to sell at, or buy if you are covering a short). I hope you find this information helpful. This a overview of general thoughts on the market and a few directional picks across asset classes, and the report shows some breadth. http://www.bertram33.com/images/uploads ... utlook.pdf The currents in the markets due to a very busy week of earnings announcements certainly seem to support the idea that markets are at a turning point that is challenging to navigate. Below you will find a brief report including a few position recommendations. The equity recommendations are somewhat pedestrian, such as the obvious inclusion of pharmaceuticals - but the total view does, I think, provide a picture of what I am thinking and how I am allocating capital. http://www.bertram33.com/images/uploads ... ations.pdf Disclaimer: This is not an offer to sell nor purchase securities and is intended for personal knowledge and information only. 1979 Bertram 33' FBC ALEXANDRA Port Richey, Florida [img]http://www.bertram33.com/photogallery/p ... xandra.jpg[/img] HAVE YOU SIGNED UP FOR BERTRAM PRIDE '06 yet? DO IT NOW... SPACE IS LIMITED!

Did you run this by your compliance officer first?

Yes, why do you ask? 1979 Bertram 33' FBC ALEXANDRA Port Richey, Florida [img]http://www.bertram33.com/photogallery/p ... xandra.jpg[/img] HAVE YOU SIGNED UP FOR BERTRAM PRIDE '06 yet? DO IT NOW... SPACE IS LIMITED!

Did any one from this inforamtion useful? 1979 Bertram 33' FBC ALEXANDRA Port Richey, Florida [img]http://www.bertram33.com/photogallery/p ... xandra.jpg[/img] HAVE YOU SIGNED UP FOR BERTRAM PRIDE '06 yet? DO IT NOW... SPACE IS LIMITED!