Bought a 1% position in PoKX at $133.11 – down .1% on the day.
Archive for May, 2008
Bought PKX – Posco (Korean steel company)
Wednesday, May 28th, 2008Bought CAF – Morgan Stanley China A Share Fund
Wednesday, May 28th, 2008Bought a 1% position in CAF at $44.00 – up 2% on the day.
Sold YPF – YPF Sociedade (Argentine oil & gas)
Thursday, May 22nd, 2008Sold entire 3% position of YPF at $48.50 for about 3.5% profit (plus dividends). Still lightenng up on petroleum industry. Almost all of remaining positions (Peyto, Connacher, Oilsands Quest, Opti Canada and Alta Gas) are Canadian oil sands related.
Sold ERF position – Enerplus Resource Fund (Canadian oil & gas trust)
Thursday, May 22nd, 2008Sold 2% position in ERF at 49.00 for a 12% gain (plus over 10% dividends received). Further lightening up on petroleum positions.
Bought more DRYS
Thursday, May 22nd, 2008Bought 2% more DRYS at $93.25 (down 9% on the day) for a 4% position
Bought STP – Suntech Power Holdings
Thursday, May 22nd, 2008Bought 1% position in STP at $48.95 pre-open.
Bought more CCJ – Cameco Corp (uranium mining)
Wednesday, May 21st, 2008Bought another 1% position in CCJ at $41.05 (down 5.4% on the day) for a total of 3% position
Bought more EWC – iShares MSCI Canada Index Fund
Wednesday, May 21st, 2008Bought .8% more EWC at $35.46 USD (down .8% on the day) for a total of 2.8% position
Bought GDX – Market Vectors Gold Miners ETF
Wednesday, May 21st, 2008Bought 2% position in GDX at $49.16 (up 1% on the day).
Bought more PBW – Powershares Wilderhill Clean Energy Portfolio
Wednesday, May 21st, 2008Bought another 1% position in PBW at $22.60 (down 1.3% on the day) for a total of 3% position.