TSI Portfolio - last updated on 15 Sep 2000
| Symbol | Stock Exchange | Company Name | Purch Date | Buy Price | Price Now | Profit % | Stop* | |
| LIST # 1 - GOLD/PMs | ||||||||
| DROOY(2) | NASDAQ | Durban Deep | Nov-99, Mar-00 | US$ | 1.60 | 1.09 | (31.7) | none |
| PFG | TSE | Pacific Rim Mining | 19-Jan-00 | C$ | 3.40 | 1.45 | (57.4) | none |
| GBU | CDNX | Gabriel Resources | 24-Feb-00 | C$ | 2.70 | 2.85 | 5.6 | 2.20 dc |
| NDY | ASX | Normandy Mining | 30-Mar-00 | AU$ | 0.83 | 1.00 | 20.5 | 0.87 dc |
| PDL | TSE | North American Palladium | 14-Apr-00 | C$ | 7.10 | 11.00 | 54.9 | 8.90 dc |
| SWC | ASE | Stillwater Mining | 28-Apr-00 | US$ | 28.00 | 28.13 | 0.5 | none |
| LHG | ASX | Lihir Gold | 27-Apr-00 | AU$ | 0.57 | 0.59 | 3.5 | none |
| HGMCY | NASDAQ | Harmony Gold Mining | 19-May-00 | US$ | 4.75 | 5.00 | 5.3 | none |
| DGD | ASX | Delta Gold | 27-Jul-00 | AU$ | 1.35 | 1.10 | (18.5) | none |
| AEM | NYSE | Agnico Eagle | 7-Aug-00 | US$ | 5.63 | 6.00 | 6.6 | none |
| LIST # 2 - INTERNET | ||||||||
| SPLN | NASDAQ | SportsLine.com | 16-Feb-00 | US$ | 39.50 | 15.50 | (60.8) | none |
| CPTH | NASDAQ | Critical Path | 23-Jun-00 | US$ | 51.00 | 69.81 | 36.9 | 47.00 |
| LIST # 3 - OTHER | ||||||||
| ODETA(1) | NASDAQ | Odetics | Mar-00 | US$ | 24.75 | 15.75 | (36.4) | none |
| VARLE | NASDAQ | Vari-L | 8-Mar-00 | US$ | 24.00 | 12.00 | (50.0) | none |
| LPTH(3) | NASDAQ | LightPath Technologies | Mar-00, Apr-00 | US$ | 31.75 | 44.88 | 41.4 | 38 dc |
| CPQ | NYSE | Compaq Computer | 14-Apr-00 | US$ | 24.50 | 28.63 | 16.9 | 26 dc |
| WCOM | NASDAQ | MCI Worldcom | 14-Apr-00 | US$ | 38.00 | 26.50 | (30.3) | none |
| ALSC(4) | NASDAQ | Alliance Semiconductor | Jun-00, Jul-00 | US$ | 26.00 | 19.50 | (25.0) | none |
| CPH | ASX | CPH Investments | 23-Jun-00 | AU$ | 0.64 | 0.66 | 3.1 | none |
| GBLX | NASDAQ | Global Crossing | 27-Jul-00 | US$ | 26.50 | 28.25 | 6.6 | 27 dc |
| ADI | NYSE | Analog Devices | 7-Aug-00 | US$ | 58.00 | 88.38 | 52.4 | 69 dc |
| LU | NYSE | Lucent Technologies | 6-Sep-00 | US$ | 41.63 | 32.44 | (22.1) | none |
| CMTN | NASDAQ | Copper Mountain | 11-Sep-00 | US$ | 50.00 | 46.19 | (7.6) | 40 |
* dc = daily close
(1) - half position
purchased at 27.50 on 1 Mar 00 and the other half at 22 on 14 Mar
00
(2) - half purchased at 2.03 on 19 Nov 99 and half obtained on 22
Mar 00 as a result of DRD takeover of Dome Resources
(3) - half purchased at 43.50 on 22 Mar 00 and half purchased at
20 on 13 Apr 00
(4) - half purchased at 28 on 23 Jun 00 and half purchased at 24
on 19 Jul 00
Note : Changes to the Portfolio will be posted on the front page of the TSI web site within 24 hours of the trade taking place. In some cases advance warning of a trade will be provided, although this will generally not be possible since decisions to buy or sell are often made based on our reading of the price action at the time of the trade. The TSI Portfolio and Stocks List are provided for information purposes only. Each investor should do his/her own research prior to acting on any of our recommendations. We are a resource for ideas and take no responsibility for any trading losses that may be incurred by those who act on the information provided within this web site.
Closed Positions
| Symbol | Stock Exchange | Company Name | Date Bought | Buy Price | Date Sold | Sell Price | Divs Rec'd | Profit % | |
| LHG | ASX | Lihir Gold | 29-Jul-99 | AU$ | 1.16 | 28-Sep-99 | 1.88 | 62.1 | |
| DGD | ASX | Delta Gold | 11-May-99 | AU$ | 2.22 | 5-Oct-99 | 2.92 | 0.1 | 36.0 |
| LDIG | NASDAQ | Liberty Digital | 6-Aug-99 | US$ | 22.00 | 6-Oct-99 | 26.00 | 18.2 | |
| NDY | ASX | Normandy Mining | May-99 | AU$ | 1.20 | 1-Nov-99 | 1.15 | 0.035 | (1.3) |
| XRX | NYSE | Xerox | 1-Nov-99 | US$ | 28.00 | 11-Nov-99 | 25.00 | (10.7) | |
| AAA | ASX | Acacia Resources | 26-Oct-99 | AU$ | 2.46 | 17-Nov-99 | 3.06 | 24.4 | |
| HGMCY | NASDAQ | Harmony Gold Mining | Aug-99 | US$ | 4.25 | 29-Nov-99 | 6.75 | 58.8 | |
| GOLD | NASDAQ | Gold Fields Limited | Sep-99 | US$ | 3.25 | 29-Nov-99 | 4.50 | 38.5 | |
| LHG | ASX | Lihir Gold | 11-Oct-99 | AU$ | 1.40 | 30-Nov-99 | 1.23 | (12.1) | |
| LHG | ASX | Lihir Gold | 26-Oct-99 | AU$ | 1.22 | 30-Nov-99 | 1.23 | 0.8 | |
| TGLO | NASDAQ | theglobe.com | 6-Dec-99 | US$ | 11.00 | 21-Dec-99 | 9.84 | (10.5) | |
| MCNS | NASDAQ | Mediconsult.com | 21-Oct-99 | US$ | 5.25 | 23-Dec-99 | 6.72 | 28.0 | |
| SPLN | NASDAQ | SportsLine.com | Aug-99 | US$ | 19.00 | 11-Jan-00 | 44.00 | 131.6 | |
| INTA | NASDAQ | Intasys | 3-Nov-99 | US$ | 4.00 | 13-Jan-00 | 8.75 | 118.8 | |
| PCNTF | NASDAQ | Pacific Internet | 21-Dec-99 | US$ | 57.00 | 18-Jan-00 | 63.63 | 11.6 | |
| CPTH | NASDAQ | Critical Path | 6-Dec-99 | US$ | 62.00 | 24-Jan-00 | 90.13 | 45.4 | |
| PML | ASX | Pacmin Mining | 11-Feb-00 | AU$ | 1.45 | 24-Feb-00 | 1.47 | 1.4 | |
| MCNS | NASDAQ | Mediconsult.com | 11-Jan-00 | US$ | 6.75 | 3-Mar-00 | 5.69 | (15.7) | |
| DOR | ASX | Dome Resources | 14-Jan-00 | AU$ | 0.30 | 22-Mar-00 | 0.30 | 0.0 | |
| PSIX | NASDAQ | PSINet | 21-Dec-99 | US$ | 28.50 | 23-Mar-00 | 44.00 | 54.4 | |
| BDE | ASE | Brilliant Digital Entertainment | 18-Feb-00 | US$ | 5.50 | 31-Mar-00 | 10.00 | 81.8 | |
| ONT | ASE | On2.com | 31-Mar-00 | US$ | 14.31 | 11-Apr-00 | 12.50 | (12.6) | |
| PSIX | NASDAQ | PSINet | 4-Apr-00 | US$ | 27.50 | 12-Apr-00 | 24.00 | (12.7) | |
| BDE | ASE | Brilliant Digital Entertainment | 18-Feb-00 | US$ | 5.50 | 12-Apr-00 | 8.50 | 54.5 | |
| ARL | ASX | Austrim | Jul-99 | AU$ | 2.83 | 14-Apr-00 | 2.28 | 0.16 | (13.8) |
| TLSCB | ASX | Telstra Installmt Receipt | 19-Oct-99 | AU$ | 4.55 | 14-Apr-00 | 4.47 | 0.08 | 0.0 |
| FXJ | ASX | John Fairfax Holdings | 19-Oct-99 | AU$ | 3.74 | 17-Apr-00 | 5.10 | 36.4 | |
| LHG | ASX | Lihir Gold | 25-Feb-00 | AU$ | 0.75 | 26-Apr-00 | 0.58 | (22.7) | |
| CMTN | NASDAQ | Copper Mountain | 14-Apr-00 | US$ | 53.00 | 5-May-00 | 91.00 | 71.7 | |
| FXF | ASX | Fairfax Trust | 17-Apr-00 | AU$ | 0.79 | 9-May-00 | 0.79 | 0.0 | |
| HFY | ASX | Hill 50 Gold | 30-Sep-99 | AU$ | 1.08 | 11-May-00 | 0.94 | (13.0) | |
| SFE | NYSE | Safeguard Scientific | 12-May-00 | US$ | 40.50 | 22-May-00 | 35.00 | (13.6) | |
| GOLD | NASDAQ | Gold Fields Limited | Sep-99 | US$ | 3.25 | 23-Jun-00 | 3.75 | 15.4 | |
| PSIX | NASDAQ | PSINet | 22-May-00 | US$ | 25.00 | 10-Jul-00 | 22.00 | (12.0) | |
| MRVC | NASDAQ | MRV Communications | 22-May-00 | US$ | 24.50 | 14-Jul-00 | 75.00 | 206.1 | |
| LDIG | NASDAQ | Liberty Digital | 22-Mar-00 | US$ | 43.38 | 19-Jul-00 | 29.50 | (32.0) | |
| SPLN | NASDAQ | SportsLine.com | 24-May-00 | US$ | 11.00 | 27-Jul-00 | 16.50 | 50.0 | |
| SFE | NYSE | Safeguard Scientific | 24-May-00 | US$ | 31.75 | 9-Aug-00 | 27.50 | (13.4) | |
| PSIX | NASDAQ | PSINet | 13-Sep-00 | US$ | 15.00 | 15-Sep-00 | 13.00 | (13.3) | |
| LDIG | NASDAQ | Liberty Digital | 6-Sep-00 | US$ | 25.63 | 21-Sep-00 | 18.00 | (29.8) | |
| FN | TSE | Franco Nevada | 3-Feb-00 | C$ | 18.80 | 22-Sep-00 | 14.50 | (22.9) |
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