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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…

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**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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Interesting reads - Global deepwater expenditure to exceed $108 billion through 2012 (Offshore Magazine)

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

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This entry was posted on Sunday, November 25th, 2007 at 2:38 am and is filed under Engineering, Gov't & Utilities, Oil & Energy. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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