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Thanks for your analysis! Here's an update for you.

Posted by: ChoiceFund on Apr 02, 09:05 in response to whitewalls' post Fund Watch 12 - PARAX & CHOIC

The Easter holiday and an important presentation have delayed my response to your analysis. Unfortunately, my weekend trading has made your analysis (though spot on) a bit dated now. I liquidated all my OZ stock to fully invest in GI Joe, which has proven a profitable decision. I've used freed cash from the Joe derivatives to invest in The Place Beyond the Pines in anticipation of an eventual expansion to HSX wide. I've also fully invested in Jurassic Park 3D which I still think may be a bit underpriced. I've started investing in FAST6, but it doesn't have the best dROI and I don't want to have too much money tied up in it yet. Expect a lot of investment turnover as I have 6 wide releases over the next two months to invest in.

I agree that a delist during the summer is ambitious but possible. My fund mandate was completely dependent on votes from the community with three exceptions, a manager's choice in actor, actress, and director. I chose TROCK, OKURY, and RHOWA to give me more spring investment opportunities to build capital for the lucrative summer blockbuster season. With those choices I got some nice bond adjusts as well as the addition of GI Joe 2, Pain Gain, Fast Furious 6, and Oblivion among others. As you can see, this strategy is already paying dividends from my GI joe profits.

I look forward to reading your analysis for the other funds, and I think this is a really cool project. Thanks for breaking down the numbers and giving me some things to think about.

Fund Watch 12 - PARAX & CHOIC whitewalls Mar 29, 22:21

Now with new and improved charts! whitewalls Mar 29, 23:30

New charts look much better! :) {nm} slappydavid Mar 30, 06:05

You mean you don't like the look of DOS!?! {nm} whitewalls Mar 30, 06:07

I thought it was UNIX. DTravel Mar 30, 10:25

I think I threw it out there once, but I've been meaning to toss a definitions tab up... whitewalls Mar 30, 10:32

Thoughts inside DTravel Mar 30, 21:51

Parax investing in stocks outside its mandate CButera Mar 30, 07:39

It's possible that PARAX forgot or didn't know that Dreamworks Animation switched distribs from Paramount to Fox this year. {nm} Paul2k Mar 30, 07:54

Hey thanks for doing this. Your suggestions are helpful! UNIVXFund Apr 02, 07:22

I'm glad you find it helpful! It's been a lot of fun tackling these over the past couple of weeks. {nm} whitewalls Apr 03, 01:25

Thanks for your analysis! Here's an update for you. ChoiceFund Apr 02, 09:05