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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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February 22nd, 2008 Archive

T. Boone Pickens’ Interview on CNBC

Maybe not much for the short term trader here (except Pickens’ call to short oil and natural gas here as he expects a pullback in both during the 2nd quarter.) However, I found his comments on the longterm outlook of energy, energy sources, and viable vs. fairy-tale alternative energy to be extremely useful for investing long term as energy will only become more scarce.

vid 1: Boone Pickens on $100 Oil (http://www.cnbc.com/id/15840232?video=658910248)

vid 2: Boone Pickens, BP Capital CEO discusses energy and the economy.
(http://www.cnbc.com/id/15840232?video=658914274)