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
November 25th, 2007 Archive
Sunday, November 25th, 2007
Excerpt:
“The World Deepwater Market Forecast, soon to be published by energy analysts Douglas-Westwood, forecasts continued growth in the deepwater sector with annual expenditures reaching over $24.6 billion by 2012. The key findings of the study in conjunction with related information from The World Offshore Drilling Spend Forecast and The World Oil and Gas Forecast indicate that an enormous amount of activity lies ahead.” ~Adrian John, Georgie MacFarlan - Douglas-Westwood Ltd
Read full article at Offshore Magazine: Global deepwater expenditure to exceed $108 billion through 2012
Posted in Engineering, Gov't & Utilities, Oil & Energy | No Comments »