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	<title>Wifts Investment Group &#187; Portfolio update</title>
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		<title>July 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/july-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/july-2010-portfolio-update/#comments</comments>
		<pubDate>Wed, 11 Aug 2010 03:33:09 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=645</guid>
		<description><![CDATA[
For July 2010, our portfolio returned 7.41% compared to 6.83% for the S&#38;P500. Our portfolio outperformed the S&#38;P500 by 0.58%.
Portfolio Movers
As we mentioned in our last post, a private equity group has made an offer of $55 for NBTY Inc (NTY). As a result, NTY was up 58% for the month. After a rough couple [...]]]></description>
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		<title>June 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/june-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/june-2010-portfolio-update/#comments</comments>
		<pubDate>Thu, 15 Jul 2010 04:01:49 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=623</guid>
		<description><![CDATA[
For June 2010, our portfolio returned -3.83% compared to -5.62% for the S&#38;P500. Our portfolio outperformed the S&#38;P500 by 1.79%.
Portfolio Movers
Forest Laboratories (FRX) was up 6% in an overall down month. Friedman Industries and Archer Daniel Midland (ADM) were up a little over 2% each. On the other hand, Kindred Healthcare (KND) was down 17%. [...]]]></description>
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		<title>May 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/may-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/may-2010-portfolio-update/#comments</comments>
		<pubDate>Fri, 11 Jun 2010 01:04:40 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=607</guid>
		<description><![CDATA[
For May 2010, our portfolio returned -6.2% compared to -8.20% for the S&#38;P500. Our portfolio outperformed the S&#38;P500 by 2%.
Portfolio Movers
May was a terrible month for all stocks. Except for LMI Aerospace (LMIA), all the stocks in our holdings were down. LMIA stayed relatively flat for the month ending the month with a gain of [...]]]></description>
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		<title>April 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/april-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/april-2010-portfolio-update/#comments</comments>
		<pubDate>Thu, 13 May 2010 04:42:08 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=586</guid>
		<description><![CDATA[
For April 2010, our portfolio returned 0.15% compared to 0.91% for the S&#38;P500. Our portfolio underperformed the S&#38;P500 by 0.76%.
Portfolio Movers
Ameron International (AMN) and Aceto Corp (ACET) were up 10% for the month. AMN and ACET are also the two largest holdings of the portfolio. Forest Lab (FRX) was major decliner. It went down 13% [...]]]></description>
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		<title>March 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/march-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/march-2010-portfolio-update/#comments</comments>
		<pubDate>Thu, 08 Apr 2010 18:17:27 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=569</guid>
		<description><![CDATA[
For March 2010, our portfolio returned 9.99% compared to 5.88% for the S&#38;P500. Our portfolio outperformed the S&#38;P500 by 4.11%. For the first quarter 2010, we were up 8.81% Vs 4.87% for S&#38;P500. Please note that this is a total return including cash positions, so we outperformed the S&#38;p500 with around 15-20% in cash.
OSI Pharmaceuticals [...]]]></description>
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		<title>February 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/february-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/february-2010-portfolio-update/#comments</comments>
		<pubDate>Thu, 04 Mar 2010 04:54:21 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=554</guid>
		<description><![CDATA[
For the month of February, our portfolio returned -1.20% Vs a gain of 2.85% of S&#38;P500. Our portfolio underperformed the S&#38;P500 by 4.05%. 
Bank of America was the biggest gainer with 9.75% followed by a gain of 8.18% for OSI Pharmaceuticals (OSIP). OSIP released their annual earning report which showed the revenue from Terceva, their [...]]]></description>
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		<title>January 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/january-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/january-2010-portfolio-update/#comments</comments>
		<pubDate>Thu, 11 Feb 2010 05:06:35 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=542</guid>
		<description><![CDATA[
For the month of January, our portfolio was up 0.14% Vs a loss of 3.7% for the S&#38;p500.  Our portfolio outperformed the S&#38;P500 by 3.84%.
OSI Pharmaceutical Inc (OSIP) was up 10.2% and our largest holding, AMN gained 8.78%. On the other hand, Kindered Healthcare (KND) lost 8.4%, followed by Forest Lab (FRX) which lost 7.69%.
Transactions
Sold [...]]]></description>
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		<title>December 2009 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/december-2009-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/december-2009-portfolio-update/#comments</comments>
		<pubDate>Tue, 05 Jan 2010 21:33:57 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=525</guid>
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For the month of December, our portfolio was up 6.34% compared to 2.81% of S&#38;P500. The portfolio outperformed the S&#38;P500 by 3.53%.
LMIA, KND were the biggest gainers with over 24% gain. AIR was up about 23%. AMN, our largest holding,  was up 11% along with OME. December was a good month for almost all the [...]]]></description>
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		<slash:comments>0</slash:comments>
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		<title>November 2009 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/november-2009-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/november-2009-portfolio-update/#comments</comments>
		<pubDate>Sun, 06 Dec 2009 06:21:13 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=514</guid>
		<description><![CDATA[
For the month of November, Wifts Investment Club returned 1.00% comapred to 5.74% of S&#38;P500. The portfolio underperformed the S&#38;p500 by 4.74%.
FRX led the biggest gainer with 10.81% followed by BAC and DD with 8.71% and 8.67 respectively. JNJ was also up by 6.42%.
Biggest decliners were ACET which was down 5.53% followed by OME down [...]]]></description>
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		<title>October 2009 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/october-2009-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/october-2009-portfolio-update/#comments</comments>
		<pubDate>Wed, 04 Nov 2009 04:33:30 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=487</guid>
		<description><![CDATA[
In October, our portfolio returned -5.71% compared to -1.98% of S&#38;P500. This means our portfolio underperformed S&#38;P500 by 3.73%. Even with around 25% in cash for the most of the month, it managed to go down that much. This is a good reminder to everyone that we are in a risky business.
Since the portfolio was [...]]]></description>
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