Archive for the ‘Investment Portfolio Changes’ Category

Bought FEED – Agfeed Industries, Inc.

Tuesday, June 17th, 2008

Bought 2% position in FEED at $14.78 – down 1.8% on the day.

Bought PAL – North American Palladium, Ltd.

Monday, June 16th, 2008

Bought 1% position in PAL at $5.46 up 3.6% on the day.

Sold KOL – Market Vectors Coal ETF

Thursday, June 12th, 2008

Sold entire 2% position in KOL at $54.19 for a 30% plus profit.

Sold KALU – Kaiser Aluminum

Thursday, June 12th, 2008

Sold 1.5% position in KALU at $62.27 (down 2.7% on the day) for a 9% plus loss.

Bought SUN – Sunoco

Tuesday, June 10th, 2008

Bought 1% position in SUN at $39.87.

Bought HOC – Holly

Tuesday, June 10th, 2008

Bought 1% position in HOC at $40.75

Bought FTO – Frontier Oil

Tuesday, June 10th, 2008

Bought 1% position in FTO at $26.39

Bought TSO – Tesoro

Tuesday, June 10th, 2008

Bought 1% position in TSO at $23.17

Bought VLO – Valero

Tuesday, June 10th, 2008

Bought 1% position in VLO at $44.63

Sold STP – Suntech Power Holdings Co LTD

Monday, June 9th, 2008

Sold entire 2% position in STP at $39.72 – down 1.25% on the day. Basically to decided to trade this position for TSL which is sharply down in the last few day. Time will tell if that was a good idea…