Summary:
After getting pounded on Monday things turned around and I gained a bit over 3% for the week.
During the week I added more SNEN, ONAV and NRF, sold BQI and closed my KBH short. I also dumped MVO. NRF seems to be getting lumped with residential real estate, but they are in commercial [...]

Summary:
It got a little bumpier this week but I still gained about 2%. Stars of the week included XSI, SNEN, ALSWF, and mining stocks. CHNG went on a rollercoaster ride, jumping 25% on Monday then closing the week down slightly. I added some on Monday but after re-examining the fundamentals, sold that [...]

Sinoengery Corp (SNEN.OB):  Strong Buy
Business: manufactures compress natural gas (CNG) vehicle/ gas station equipment and designs, develops and operates CNG filling stations in China
Shares out(mm):         28.9     (23.9 reported in 2Q10Q and est’d 5 from Abax deal)
Mkt Cap (mm):         $123      ($4.25/share on 10/16/07)
Highlights:
- expects to have 30 CNG stations in 2008 [...]

China Natural Gas (CHNG.OB): Buy/Hold
Business: end user delivery of natural gas services to residential, commercial and industrial customers; wholesale natural gas to retail natural gas filling stations; and retail natural gas at company-owned natural gas filling stations mainly in Xian province.
Shares out(mm): 29.5 [...]

Summary:
Wow what a month October is turning out to be. Was up another 8% this week, a percentage gain superceded only by the recovery week in late week when the market decided the world wasn’t really going to end. CHNG was the real star rising 40%, but XSI, ALSWF, and DRYS all had [...]

Industry: mining – precious metals
Rating: buy
Notes:
- bjorkdal mine in sweden
- target 75K oz gold per year by 2008 (37.5mm@500/oz, 52.5@700/oz)
- $5mm in cash €“ no debt
- 79mm share out
- sold 12mm units at $0.56 w/ 1 share, ½ wt at 1.00 per unit early 2007
- research
- latest quarterly
- assuming 75mm prod, net 300/oz, discount 0.1 [...]

Summary:
Gained another 4% as my portfolio rose every day this week. ALSWF led the way, but tankers and oil stocks were strong, as were my Chinese investments particularly CHNG. If management estimates are to be believed, the valuation on this growth story is still quite cheap. Why would that be in an [...]

Summary:
Finished the quarter with a 5% weekly gain and hit a new high for the year. All my buys during the August troubles are turning out well. Pretty much everything was up, from ALSWF (up 10%), to dry bulkers, miners and oil stocks. The pct star of the week, though, was CHNG, [...]

Summary:
Bailed out by the Fed! I didn’t expect 50bp and I’m not sure it was the correct decision (a “Bernanke put” creates moral hazard for speculators — i.e. they take more risk thinking the Fed will come to the rescue when subprime type crises hit) .
Like everyone else I did well last week, ending [...]

Summary:
Finally an up week. Tuesday gains covered Monday losses and gains the rest of the week pushed me up about 1%.
I added some GMO and MMG and covered YHOO. I also cut back ANH and sold AHR ahead of the Fed interest rate decision on Tuesday. I expect 25bp at most and [...]