PundysPub.com

Sold 1% of PWE at $30.39 (up 2.25% today). Wanted to reduce position after reading a story on SeekingAlpha.com. Sold the position from one account at a 7.5% profit. The remaining 2% position is owned at higher cost. Reluctant to sell because of the high income 13% plus but didn’t want an over-weighted position.

Sold 1% position of SDA – Sadia at about 30% gain – seemed to have moved pretty far pretty fast.

Added .5% BQI at $5.37 (down 6%) to bring position to 2%.

Bought 1.5% position in PAL at $5.00 (up 8%). It’s been hammered lately and read a writeup on Seeking Alpha about their latest drilling results which sounded quite promising. A fairly speculative move.

Bought another .5% SDA to bring position to 2%. Price was $20.60 (down 5%).

Bought another .5% position in Yamana at $12.58 (down 5%). Total postion is now 2%. Doing a little bottom-fishing. Hopefully.

Just bought another .75% position in AGQNF at $7.81 to bring the total position to 1.5%.

Bought .5% more CDE at $3.01 (down over 5%) and near a 52 week low to bring the total position to 2%.

Increased JSC – Small cap Japanese stock ETF – position from 1% to 2% with purchase at $43.87.

Portfolio is about 30% in cash right now