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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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November, 2006 Archive

Jeff’s Holiday Shopping Gift Set

Ok, so not the full stock analysis reports I mentioned I’ll be posting just yet. With the big runup of the stocks of retail companies recently (in anticipation of holiday shopping), I am a little uncomfortable recommending or mentioning any attractive retail stocks at the moment. However, read this article by MarketWatch on Black Friday shopping if you want to see how the retail sector did. I want to go back to Mastercard (MA) and Akamai (AKAM) as my holiday shopping plays. These are two of my favorite stocks that I own and have mentioned before on this site. Read the rest of this entry »

We’re Still Open

Sorry for the lack of updates for more than a month now. Had some personal issues to take care of that completely derailed any schedule I had been trying to keep up, including this site. There was also a server crash and I had to reinstall this whole site, which took a couple of days…not that anyone missed this site going offline. I’m sure all of you have been working out so you can best elbow and box your way into the recent holiday sales. As for the site, I will be trying a slightly different format where I’ll focus more on stocks I own but try to have more complete analysis of each company. So, the updates might be less frequent but each update will be a more useful, in-depth report- or so is the plan. We’ll see how well I follow through with it.