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Dynamis Advisors

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Data since: Jul-1-2007
Current Portfolio: Q4 2011


     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q4 2011 View as: Alerts Holdings Detail
 BWC $29.63 +0.65 +2.24% 1,223,621 167% $3.3B 1.1% 30% -1% +22.7% $2.4M | 98.3K shares - No Change
 CAM $64.47 +1.24 +1.96% 1,590,044 68% $15.9B - 68% -4% +31.1% $3.2M | 64.9K shares - No Change
 CHK $20.27 +0.38 +1.91% 9,761,218 100% $13.5B 1.7% 52% -12% -9.1% $3.9M | 175.5K shares - decrease of 191.6K shares
 HAL $45.25 +1.40 +3.19% 13,358,425 112% $42.1B 1.1% 72% 0% +31.1% $1.7M | 50.0K shares - decrease of 50.0K shares
 KEG $6.21 +0.19 +3.16% 3,451,314 97% $946.1M - 11% -43% -59.9% $813.7K | 52.6K shares - decrease of 47.4K shares
 MDR $8.86 +0.37 +4.36% 7,117,604 194% $2.0B - 1% -35% -23.0% $4.3M | 377.8K shares - decrease of 160.0K shares
 NE $40.66 +0.76 +1.90% 6,578,296 173% $10.3B 1.3% 42% -2% +34.5% $3.3M | 110.1K shares - decrease of 70.0K shares
 NFX $23.58 +0.28 +1.20% 1,908,789 63% $3.1B - 20% -34% -37.5% $1.1M | 28.8K shares - decrease of 30.5K shares
 PTEN $22.92 +0.73 +3.29% 1,903,815 58% $3.3B 0.9% 79% -10% +14.7% $823.2K | 41.2K shares - decrease of 50.0K shares
 RIG $54.03 -0.70 -1.28% 8,426,743 297% $19.4B - 37% -9% +40.7% $687.0K | 17.9K shares - decrease of 9.7K shares
 RRC $76.50 +1.64 +2.19% 1,322,363 75% $12.4B 0.2% 44% -8% +23.5% $1.4M | 23.3K shares - decrease of 25.0K shares
 SD $5.23 +0.05 +0.97% 3,840,408 55% $2.5B - 16% -33% -35.9% $4.5M | 546.2K shares - decrease of 604.3K shares
 SFY $13.75 +0.49 +3.70% 870,436 84% $596.1M - 15% -42% -53.7% $1.3M | 45.1K shares - decrease of 42.0K shares
 UPL $22.71 +0.63 +2.85% 4,540,648 108% $3.4B - 49% -7% -23.4% $3.8M | 127.1K shares - decrease of 63.0K shares
 WFT $14.27 +0.33 +2.37% 10,091,559 97% $10.9B - 61% -1% -2.5% $2.0M | 140.0K shares - decrease of 20.0K shares
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Latest Portfolio Notes & Links
 
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BP, Transocean Are Sued by Texas Over 2010 Gulf Oil Spill
HAL  APC  RIG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 18, 12:25AM from (www.bloomberg.com)
Texas sued BP Plc (BP/), Transocean Ltd. and others involved in the 2010 oil spill, calling it the “worst environmental  more ...
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Halliburton Annual Meeting of Stockholders and Dividend Declaration
HAL  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - May 17, 06:05PM from (www.businesswire.com)
Halliburton (NYSE: HAL) announced today its stockholders elected all eleven nominees to the board of directors and ratified  more ...
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Icahn Wins One, Loses One at Transocean Shareholder Meeting
RIG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 17, 02:12PM from (247wallst.com)
Activist investor Carl Icahn had proposed that the world’s largest offshore drilling firm, Transocean Ltd. (NYSE: RIG),  more ...
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Closing Bell for Thursday on Wall Street: Markets Open Mixed, Fail to Hold Gains
AMD  SSI  STZ  JWN  WMT  ABX  ADSK  JACK  DELL  CSCO  SPWR  KSS  CHK  SKX  NBG  JCP  SOL  DANG  PANW  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 04:06PM from (247wallst.com)
U.S. equity markets opened mixed this morning following a blizzard of data releases on the U.S. economy. Before that data  more ...
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Natural Gas Prices Slip as Stocks Rise
XOM  EOG  CHK  OIH  EIA  UNG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 10:40AM from (247wallst.com)
The U.S. Energy Information Administration (EIA) today reported the U.S. natural gas stocks increased by 99 billion cubic  more ...
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JPMorgan Downgrades Chesapeake Energy to “Neutral”
CHK  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 16, 09:20AM from (www.dividend.com)
JPMorgan reported on Thursday that it has downgraded energy company, Chesapeake Energy Corporation (CHK) to "Neutral." The  more ...
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13F Watch: Little Activity For Icahn; Filing Shows New Nuance and CVR Positions
IEP  DELL  NUAN  HLF  RIG  CVRR  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 16, 06:30AM from (www.benzinga.com)
Carl Icahn's hedge fund released its 13F filing disclosing the fund's long equity positions for the quarter ended March 31,  more ...
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Natural Gas Pipeline Investing
APA  CAT  HAL  SLB  CHK  OKS  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - May 15, 04:33PM from (www.energyandcapital.com)
Natural gas production companies have slowed down production as low prices combined with lacking infrastructure hurts profitability.  more ...
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U.S. Becomes Oil Superpower
APA  XOM  MRO  TLM  APC  EOG  EEP  CHK  VLO  NOG  MMP  COP  EIA  NGLS  PSX  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - May 15, 12:14PM from (www.energyandcapital.com)
A recent IEA report estimates that the U.S. is on track to become the top oil-producing nation by 2017, and this could upset  more ...
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Ex-BP Engineer Says U.S. Withheld Evidence in Spill Case
RIG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 14, 10:36AM from (www.bloomberg.com)
A former BP Plc (BP/) engineer charged in the first criminal case arising from the 2010 Gulf of Mexico oil spill will ask  more ...
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Swiss Stocks Are Little Changed as Actelion Advances
RIG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 14, 03:55AM from (www.bloomberg.com)
Swiss stocks were little changed before reports on German investor confidence and euro-area industrial production.
 more ...

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Swiss Stocks Drop From Five-Year High as Banks Retreat - Bloomberg (blog)
RIG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 13, 12:03PM from (www.bloomberg.com)
Stocks in Switzerland declined for the first time in four days, pushing the benchmark Swiss Market Index down from a five-year  more ...
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J. Michael Talbert Announces Plans for Retirement From Transocean's Board of Directors
RIG  
Linked by marketwire ( track newsfeed | ignore newsfeed ) - May 13, 12:00AM from (www2.marketwire.com)
Transocean Ltd. (NYSE: RIG) (SIX: RIGN) today announced that J. Michael Talbert has advised the Board of Directors that,  more ...
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BNY Mellon Appeals Ruling on Chesapeake's Early Bond Call
CHK  BK  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 12, 11:20AM from (www.bloomberg.com)
Bank of New York Mellon Corp., the world’s biggest custody bank, is appealing a judge’s ruling allowing Chesapeake Energy  more ...
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Lee Cooperman at the Skybridge Alternatives Conference (SALT 2013): Stockpicks & Market Thoughts
AIG  C  OCN  ESRX  MET  RIG  ASPS  FB  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 10, 02:51PM from (www.marketfolly.com)
We wanted to highlight some notes from the Skybridge Alternative Conference, a.k.a. SALT 2013 taking place in Vegas this  more ...
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Market Wrap for Thursday, May 9: Stocks Record Small Losses as Dollar Jumps
MDR  MNST  SPY  BKS  GMCR  JCOM  RAX  CTRP  UUP  SSNC  TSLA  GRPN  TLT  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 09, 04:31PM from (www.benzinga.com)
The U.S. stock market recorded small losses on Thursday despite a report which showed a drop in both initial jobless claims and continuing claims.
 more ...

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Closing Bell for Thursday on Wall Street: Lower Opening and Close Despite Jobs Report
CDE  HL  CLR  PEIX  MNST  AGU  DISH  CALL  UEPS  NVDA  CVC  PCLN  TST  SINA  RAX  FLR  AFFY  WIN  CLNE  AWK  RIG  TSLA  MCP  GRPN  TUMI  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 09, 04:07PM from (247wallst.com)
U.S. equity markets opened slightly lower this morning after the Bank of England left its key interest rate and asset purchase  more ...
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Chesapeake (NYSE: CHK) Banks on Eagle Ford
CHK  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - May 09, 03:34PM from (www.energyandcapital.com)
As Chesapeake (NYSE: CHK) continues to sell off assets, its operations in the Eagle Ford may be worth holding on to...  more ...
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Natural Gas Futures Weighed Down by Rise in Inventory
XOM  EOG  CHK  OIH  EIA  UNG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 09, 10:55AM from (247wallst.com)
The U.S. Energy Information Administration (EIA) today reported that U.S. natural gas stocks increased by 88 billion cubic  more ...
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Transocean Ltd. Reports First Quarter 2013 Results
RIG  
Linked by marketwire ( track newsfeed | ignore newsfeed ) - May 08, 04:30PM from (www2.marketwire.com)
Transocean Ltd. (NYSE: RIG) (SIX: RIGN)  more ...
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