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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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Cutest Video Ever!

« Checking in from a Self-Imposed Trading Vacation
World steel production will rise almost 6% - Purchasing.com »

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)

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This entry was posted on Friday, February 22nd, 2008 at 2:15 am and is filed under Gov't & Utilities, Oil & Energy, Technology, Video. 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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One Response to “T. Boone Pickens’ Interview on CNBC”

  1. T. Boone Pickens’ Interview on CNBC Says:
    February 22nd, 2008 at 2:55 am

    [...] Small News | All the News Short wrote an interesting post today onHere’s a quick excerpt [...]

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