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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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Design & Marketing Archive


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!**

Facebook (with feeds) is now Stalkbook

It’s true! Now you instantly know what everyone and their mom is doing on Facebook! Obviously this was a big mistake (even the WSJ knows) on Facebook’s part, but why did it take actually implementing the news feed system and the big backlash of complaints for Facebook to realize it and make the change? Maybe its ambition (to make Facebook better), greed (to attract advertisers and somehow monetize the damn thing), or likely both. Read the rest of this entry »

Movie Review: Invincible

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The Walt Disney Company (Quote: DIS) scores another hit with Invincible. I strongly recommend watching this inspirational movie for anyone and everyone, although I was the only one in the theater under 60 when I saw it yesterday (maybe because it was the noon showing on a weekday). I did not know Vince Papale’s amazing story going into the movie, that and the fact that it was a true story made the unfolding of events exciting and moving. Read the rest of this entry »

Series: How to be an Ass Pt. 2

No one is better at being an ass than my good friend Ko Ihara (that’s why he’s my good friend…duh. We think alike). I’m pasting one of the posts from his blog. This is a case study…and is just genius and very Ko if I do say so myself. Read what he does and learn. Read the rest of this entry »