Archive for May, 2008

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).

Sold PAL – North American Palladium

Tuesday, May 13th, 2008

Sold the entire 2.5% PAL position at $6.00 (up 15% on the day) for a 19% profit in two weeks.

Bought JJA – iPath AIG Agriculture ETN

Tuesday, May 13th, 2008

Bought 1% position in JJA at $59.33 (down 1.53% on day) – agricultural commodity ETN

Bought COW – iPath AIG Livestock RTN

Tuesday, May 13th, 2008

Bought 1% position in COW (pork & beef) commodity ETN at $44.50

Sold ECA – Encana

Monday, May 12th, 2008

Sold ECA at $92.81 – 2 point trade. Will look to possibly re-enter ECA after seeing where the initial flurry of activity settles down to. Oil is lower today so ECA is bucking a trend and the higher price level this morning may not hold.

Bought ECA – Encana

Monday, May 12th, 2008

Bought a 1% position in ECA pre-open at $90.81. They are splitting into two companies with one to focus on the oil sands project. Usually this type of split results in the pieces being valued higher than the previous un-split entity.

Stocks in my portfolio as of tonight

Friday, May 9th, 2008

AGQNF, ATGFF, ABX, CCJ, CDE, CLLZF, ERF, FCX, EWA, EWZ, EWC, EWS, EWY, EWT, KALU, MOO, KOL, NFEI, NEM, NBDFF, PAL, BQI, OPCDF, PEYUF, PCL, PCH, DBA, RYN, SDA, SA, SLW, PCU, JSC, TGB, TCK, AUY, YPF, MT

Cash about 33% of portfolio

Five letter symbols are US OTC symbols for stocks traded on Canadian exchanges and not on US exchanges.

Sold PGH – Pengrowth Energy Trust

Friday, May 9th, 2008

Sold entire 2.5% PGH position at $19.90 (up 1% on day) for a 7.5% gain.

Bought more FCX – Freeport-McMoran Copper & Gold

Friday, May 9th, 2008

Bought another 1% FCX position at $113.51 (down 4.5% on the day) for a total of 3.2% holding.

Bought more MT – ArcelorMittal (steel)

Friday, May 9th, 2008

Added to MT position at $93.43 (down 2.7% on the day) to increase position to 2.3%