Monthly Archives: June 2007

Summary: Up 1.0% today. Fear is giving way to greed and bought some more QADMF. Fundamentals seem strong. This year’s earnings should come in around $3-4, giving it a PE of under 5. Positions: Long: JEQ NXG HBMFF ALSWF JAGNF … Continue reading →

Summary: With help from metals and ALSWF, managed a  0.4% gain.  No trades as staying cautious.  Put in a sell order for OKOFF.  Its too much of a lottery ticket I can’t evaluate. Positions: Long: JEQ NXG HBMFF ALSWF JAGNF … Continue reading →

Summary: What a difference a day makes.  I rebounded 0.6% today and all the major averages were up over 1%.  The big bond bugaboo disappeared with a vengeance.  Will it be back?  That’s the million dollar question.  I’m staying cautious … Continue reading →

Summary: Down1.1% today.  I sold 8% of the portfolio today.  Tankers are gone , as are AUY and SLW.  Many posters I respect and the Economist are sounding alarms as rates continue to rise.  While I think the world economy … Continue reading →

Summary: Gained 1.4% today. Batting-average wise it was a great day — only 6 of my long positions were down and all my shorts were down. I’m not sure what to make of this. Could it be that the market … Continue reading →

Summary: If hadn’t been so busy, probably would have been poised to slash and burn my portfolio today, but markets didn’t follow through on yesterday’s wobble. Ended the day down 0.4%, but was expecting worse. Took a small position in … Continue reading →

Summary: Took a pounding today as the general market fell.  Down 1.8%.  Busy with studies so couldn’t react very much.  Time will tell if that was a good thing.  Glad I let cash creep up a bit.  Sold NTO as … Continue reading →

Summary: Down 0.3% on the day. Busy with studies so little market time. Dumped SEA as BDI has been falling. Also sold short some TOL as housing market continues to be bad. Positions: Long: JEQ AUY SLW NTO NXG HBMFF … Continue reading →

Summary: Up 0.4% on the day.  Busy with studies so little market time.  No trades Positions: Long: JEQ AUY SLW NTO NXG HBMFF ALSWF JAGNF FFHL AOB XSI NTLRF NLY EXDUF ETEL GREXF MLKKF SEA TRA QADMF NM OCNF OCNF … Continue reading →

Summary: Somehow I managed a 0.6% gain.  ALSWF was down 20% early in the day.  Luckily I was asleep (West Coast time) and only saw it down 4% (it ended down 1%).  I may have missed a good buying opportunity, … Continue reading →