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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

Cutest Video Ever!

Media Archive

All stocks and stuff media: web, tv, television, movies, music, art, graphics, commercials, dvd, MP3, cd, viral, advertising, magazines, radio, XM, Sirius, YouTube, Myspace, Facebook.

Chesapeake Launches Shale.tv for Programming on the Barnett Shale and Other Shales

Thanks to today’s CNBC Fast Money show for pointing this out (at least to me). As if shows like Extreme Engineering’s Sahkalin Oil & Gas Complex on the Discovery Channel or the site GoHaynesvilleShale wasn’t enough, we get to go deep into the shale action along with Aubrey McClendon! Is it really possible for me to become a oil wildcatter roughneck just sitting at home watching Shale.tv? I hope so! Here’s Shale.tv’s self-introduction:

Shale.tv is a unique, online video channel designed to provide a platform for in-depth information, discussion and analyses about the Barnett Shale and other shale natural gas plays in the US. Through a combination of live talk/interview shows and interactive and archived content, we hope to provide thorough, accurate and independent information about the complex issues and opportunities of developing natural gas domestically. We seek participation from all the stakeholders in these shale plays.

For now, I’m still using the following SuckingLess.com research sites for my natural gas holdings:

**Disclosure: I own shares of CHK as of this post**

SuckingLess.com, My New Investor Research Site, Debuts!

SuckingLess Logo

Jim Cramer has always said, its not “buy and hold” but “buy and homework.” Too many “investors” do not know what they own when they buy a stock, which is just reckless, but I don’t think its completely their fault. Most people don’t now how to do proper research, or have the background to understand how to do it. Even my friends who work at mutual funds often ask me where I get my info for the analysis I put on this site. This is why I started SuckingLess.com - an investor research and education magazine/community.

SuckingLess.com is a collection of the best industry and company websites to learn about the companies you own. When you own a stock, you’re, in a sense, an owner in the company. So, you should at least understand the basics of the business or industry, which means you should probably read what someone who works in that industry would read. Still, this ISN’T you’re actual job and making it so would be too time consuming, so I’ve also tried to filter SuckingLess.com to have only the most relevant and easiest to understand websites.

I want SuckingLess.com to be a COMMUNITY, a tool for ALL OF US. So, I invite everyone to come and participate on the site, SUBMIT your favorite research resource to help others learn the way I’m trying to get this started with my own favorite bookmarks. Please RATE the sites you’ve used before to help others know what’s most useful, and leave comments on how you’re using the sites or anything you’ve learned. Again, to help others. I’m sure you’ll learn something from the site, so give back a little and share your investing knowledge and experience with us!  Sometimes its not immediately obvious what you can learn from a website, so give people a little insight too if theres a special way you’ve found to tap into the markets with a certain website.

For example, I don’t have many resources on financials, healthcare, or retail/discretionary because, as readers of this site you know, I focus on industrials, tech, and energy sectors. So, help me learn a bit too!

Finally, PLEASE PLEASE send me feedback on how to make the site more useful to you. This is a tool for all of us, so lets make this what WE need to do the best research. And get your friends and trading buddies to help build SuckingLess.com too. Thanks and hope this is what we all need to become better investors, i.e. Suck Less!

P.S. 90% of mutual funds underperform the markets…so sucking is not something to be ashamed of. We just have to suck less as we learn more.

JuliaBachison.com Debut! - New Project by Julia Bachison and Jeffrey Lin

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Last month, Julia and I began working on a website for her: JuliaBachison.com. Among other things, you’ll find a portfolio of things Julia’s done, from pictures of her Miss Utah tour to TV she’s doing right now. You’ll also find updates on her various projects as well as get to know her on her blog. JuliaBachison.com. Please go, get to know Julia, and leave some comments to show some love! This is also my first big website project (that I completed!) so we’ll definitely look forward to your comments on improvements and stuff we can add. I hope you’ll bookmark Julia’s site and show as much interest for her site as you have for mine.

**I know this is another off-topic post, but this is an important post for me, Jeffrey…and I hope (at least some of you) would like to know more about me than just the stocks I write about. If you only care about my stock thoughts, then you should know working on JuliaBachison.com is why I haven’t been writing much here! And yes, Julia is a big part of the motivation and inspiration for my successful trading and analysis this year, so there’s nothing for you to complain about!**

Taser - Free Ad from Sen. John Kerry

Taser’s (TASR) stock looks like it’s ready for its next leg up, coinciding with Senator John Kerry’s promotion in this video: