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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!

Schwarzenegger proclaims that California is in a drought - LaTimes.com

Here’s just the latest incident of our under-invested aging infrastructure leading to a crisis. This won’t be pretty for those of us in California, but should be yet another boost to the opportunities in infrastructure construction and infrastructure components. Read the article first, trades/investment ideas to come later…

“SACRAMENTO — Gov. Arnold Schwarzenegger proclaimed a statewide drought Wednesday, warning that California’s water supply is falling dangerously low because of below-average rainfall and court-ordered water restrictions aimed at protecting fish.”

Full Article: Schwarzenegger proclaims that California is in a drought

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One Response to “Schwarzenegger proclaims that California is in a drought - LaTimes.com”

  1. FlyboysFund - Investing with an Engineering, Science, & Technology Edge » Blog Archive » Badger Meter Profits Keep Flowing, up 29% in Q2 Says:

    [...] and upgraded. If new big projects such as new utility stations or pipelines have to be canceled, that puts even more pressure on the existing system, requiring advanced technology such as Badger Meter’s AMR (Automatic meter reading) [...]

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