Archive for the ‘Investment Portfolio Changes’ Category

Bought DRYS

Wednesday, May 21st, 2008

Bought 2% DRYS position at $102.90 (up 3.7% on the day).

Sold DRYS position

Wednesday, May 21st, 2008

Sold the entire 2% DRYS position at $106.12 – up 6.92% on the day. Gain of a little over 1% in two days. This is a volatile stock to say the least.

Bought more YPF

Wednesday, May 21st, 2008

Bought another 1% position in YPF at $48.00 (up 4.3% on the day) for a total of 3%. There is a tender offer being made at $49.45.

Bought more YPF – YPF Sociedade (oil)

Wednesday, May 21st, 2008

Bought another 1% position in YPF for total of 2% at $48.45 (up 5.26% today).

Bought DRYS – Dryships, Inc.

Tuesday, May 20th, 2008

Bought 2.1% position in DRYS at 105 pre-open.

Bought more NBDFF – Norbord Inc. (Canada)

Tuesday, May 13th, 2008

Bought another .75% position in NBDFF at $6.06 USD (down 1% on day) for a total of 1.5% position.

Bought more PBW

Tuesday, May 13th, 2008

Bought another 1% position in PBW at $21.87 for a total of 2%.

Bought PBW – Powershares Wilderhill Clean Energy Portfolio

Tuesday, May 13th, 2008

Bought 1% position in PBW at $21.89 (up 2.6% on the day).

Bought more HOGS – Zhongpin Inc.

Tuesday, May 13th, 2008

Added .4% more HOGS at $10.40 (down 4.85% on the day) for a total of 1% position.

Bought HOGS – Zhongpin Inc.

Tuesday, May 13th, 2008

Bought .6% position in HOGS – Chinese livestock and food supplier – at $10.17 (down 7% on the day).