Grandich's Blog

AGORACOM is very proud to announce that we are once again sponsoring a Cambridge Conference. This time, we are sponsoring the 2009 World Resource Investment Conference at the Vancouver Convention Centre in Vancouver, BC on June 7th and 8th.

The 2009 event promises to be an incredible conference for both investors and public companies as it features an world class line-up of speakers, covering all types of direct investments in resource public companies, speculative investing, resource exploration, oil & gas, world outlook, investment strategies and more.

AGORACOM is ideally situated in the middle of all the action at booth #131 so if you plan to attend please stop by to meet George, Peter and the AGORACOM team.

GEORGE/GRANDICH INVESTOR WORKSHOP

In addition, along with Peter, I will be conducting a Speaker Workshop on Sunday, June 7th at 12:30 PST called, “Learn To Use Blogs, Twitter and RSS Feeds To Make You A Power Investor”. For years, CEOs,  IROs and investors have ignored them as irrelevant and having quirky names, but with tens of millions of investors using them, public companies incorporating them and even the SEC green lighting them for investor relations, you now need to understand how social media tools can supercharge your market knowledge.

This workshop will teach you how to use social media to cut through clutter, get the information you need directly to your desktop and connect with the smartest people on the planet.  I guarantee you will be blown away.

Hosted by: George Tsiolis, Founder of AGORACOM.com
Panelist: Peter Grandich, Chief Commentator of AGORACOM.com

See you in Vancouver!

Regards,
George

Good morning to you all.  As many of you know, Peter has maintained a model portfolio for the past several months for the purposes of PYMWYMI – Put Your Money Where Your Mouth Is.  Basically, the portfolio is a way of tracking his market sentiment and for the rest of us to measure whether he actually knows what he’s talking about.  Personally, I joined forces with Peter because of his uncanny ability to call tops and bottoms across the broad markets or specific sectors – and I’m sure many of you are here for the same reason.

Today, I want to start showcasing Peter and his fantastic analysis to an even larger audience.   His sold positions are documented and have done extraordinarily well.  I’ve copied and pasted them below.  However, to make sure he isn’t accused of pulling off a Lenny Dykstra – the act of posting your profitable positions but keeping your losing positions open until they turn positive some day (if ever) – I thought it was really important to keep track of his open positions.

For now, I’m doing so via a personal portfolio and have pasted a snapshot of it below.  This is a snapshot of his open US positions and was taken after the close on Friday, so it is up to date.  I weighted each position equally by purchasing $100 of each, or as fractionally close to it as possible.

Canadian positions will be posted in the next 48 hours.  My tech guys are working on finding a portfolio that can be shared with the public and automatically upated.

In the meantime, enjoy and please feel free to share.  I will.

PETER GRANDICH OPEN POSITIONS – US

PETER GRANDICH SOLD POSITIONS – ALL

Symbol        Date Rec.      Price                Date Sell        Price       % Gain or Loss
DXO-NYSE    12/29/08     $2.01               5/11/09       $3.45        72%
OIL-NYSE       12/29/08    $20.35             5/11/09       $21.06        3%
HOU-TSX       12/29/08    $9.75**            5/11/09       $7.24       -21%
IYE-NYSE        12/29/08   $26.81             5/11/09       $30.11      12%
XLE-NYSE       12/29/08    $45.16             5/11/09      $51           13%
HEU-TSX         12/29/08   $3.89              5/11/09        $6.55       68%
GMF-NYSE    3/9/09         $37.75            5/11/09        $56          48%
EWH-NYSE     3/9/09        $9.03              5/11/09        $12.76      41%
IEO-NYSE        3/9/09       $30.25            5/11/09         $46.02     52%
XOP-NYSE      3/9/09        $23.81            5/11/09         $35.72     50%
PHO-NYSE      3/9/09        $10.41            5/11/09        $14.29     37%
XFN-TSX          3/9/09       $12.02              5/11/09      $18.58     55%
COSWF-PK     3/9/09        $15.63             5/11/09        $24.79     59%
GXC-NYSE      3/9/09        $37.81             5/12/09       $53.99     43%
EWC-NYSE      3/9/09        $14.03            5/15/09       $20.03      43%
UCO-NYSE      3/9/09        $8.18              5/15/09        $9.12       11%
XOM-NYSE      3/9/09        $64.03            5/15/09        $68.96     8%
BP-NYSE          3/9/09       $35.32             5/15/09        $45.49     29%
PBR-NYSE        3/9/09       $26.72             5/15/09       $37.05      39%
ESV-NYSE        3/9/09       $23.64             5/15/09        $30.33     28%
MSFT-NASDAQ 4/23/09     $18.60            5/15/09        $20.36     9%
INTC-NASDAQ 4/29/09     $15.20            5/15/09         $15.26     -
CDE-NYSE        3/4/09        $.67               5/19/09         $1.37      104%

** Adjusted for 5 for 1 reverse split

Regards,
George

Good evening to you all.  I am pleased to provide Grandich subscribers with the following updates:

1] E-MAIL UPDATES END ON NOVEMBER 30th

Subscribers will continue to receive e-mail updates until November 30th.  This will give subscribers time to bookmark the site or use various other tools (see video below) to receive updates, while weaning off real-time e-mail updates.

However, given Peter’s frequent posting of information in his new blog format, subscribers will not be receiving real-time e-mail updates that you were used to in the past.

Rather, with the rare exception of critical news, subscribers will receive summary messages every few days.  As such, if you want to continue to benefit from Peter’s commentary, you need to start treating Peter as a website destination as opposed to an e-mail newsletter.

As thousands of subscribers will already attest to, we view this as a very positive development for the following reasons:

• The new blog format allows Peter to provide members with shorter but more frequent updates on any number of topics.  The old fashioned e-mail process was cumbersome, meaning Peter had to be selective about his many great ideas.
• The new blog format provides you with an opportunity to interact with both Peter and fellow subscribers by posting comments after every post.  Quite often, Peter will respond to questions and strong commentary.  All posts are moderated, so don’t worry about spam, profanity and other such non-sense.
• The new blog format provides subscribers with a simple but fast way to view Peter’s previous posts, interviews and media appearances with just one click.

2] 5-MINUTE VIDEO TUTORIAL WILL MAKE YOU A GRANDICH BLOG EXPERT

For those of you that have not yet made the transition (and even for those that have done so), we are happy to provide you with the following succinct but powerful 5-minute “how to” video.  Please take 5 minutes to watch it and post any questions in the comments section below.  If you need it for future reference, please refer to the FAQ section in the top right side of this blog.

If you have any trouble viewing the video below, please use this link:

Thank-you and enjoy the video.