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P-40 WarHawk Portfolio

Tech: AAPL

Commodities: PCU, RIO, NUE

Agriculture: (sold: POT)

Aerospace/Defense: PCP, WGOV

Energy: BTU, CHK

Infrastructure: ABB, FWLT, MDR

Industrials: SPW, SNHY, TEX

Rails: UNP

Discretionary: (none)

Financials: (none)

Staples: MO, PM, HEK

Service: FCN

Mood: Buy the deep black bottomless crevasse fear, sell the…less fear.

**Update: 06/13/07**

Portfolio Summary…

**DISCLAIMER**

Mr. Lin is not a professional money manager and does not have the certification to give financial advice.  This site is intended to discuss stocks and the stock market in a simple, intuitive way but in no way should be considered as official financial or investment advice. Full Disclaimer

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August 28th, 2006 Archive

eBay, Google, Yahoo Love Triangle

Today’s Wall Street Journal said eBay (Quote: EBAY) has signed a deal with Google (Quote: GOOG) to allow the internet search giant to display text ads on eBay’s (Quote: EBAY) non-US auction sites. The amusing thing here is eBay (Quote: EBAY) signed a similar deal with Yahoo! Inc. (Quote: YHOO) to allow Yahoo (Quote: YHOO) to display ads on eBay’s (Quote: EBAY) US sites. Meanwhile, Google (Quote: GOOG) and Yahoo (Quote: YHOO) are at each other’s neck vying for global internet search domination. The myriad of recent alliances are making me nauseous while wondering if they’re really worth it. Read the rest of this entry »