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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**

Tech: AAPL, EMC, GLW

China: (none – sold all)

Commodities: bought: PCU, RIO

Agriculture:bought: POT

Aerospace/Defense: PCP

Oil & Oil Service: RIG, TSO

Infrastructure: ABB, FWLT (Sold: MTW)

Rails: bought : UNP

Discretionary: (none – sold all)

Financials: bought- NLY

Solar: FSLR

Staples: MO (buying MCD ~$50)

Exchanges: (none – sold all)

Mood: Buy the deep black bottomless crevasse fear, sell the…less fear.

**Update: 02/29/07**

Tech: AAPL, EMC, GLW

China: EWH, MPEL

Commodities: DSX

Agriculture: AGU, MON

Aerospace/Defense: PCP, (Sold: HON)
Oil & Oil Service: RIG, TSO

Infrastructure: ABB, MTW, FWLT, (Sold: CAT)

Discretionary: MA, GME

Financials: BAC, GS

Staples: CVS, MO

Exchanges: NYX, NMX

Mood: Getting Small(er)

**Update: 11/02/07**

Tech: AAPL, EMC, GLW

China: EWH, MPEL, Bought: STV

Commodities: DSX, (Sold: RIO Nov 35 Calls, thanks to BuyOnTheDip.com for the trade)

Agriculture: AGU, MON, BG Jan 115 Calls.

Aerospace/Defense: HON, PCP

Oil & Oil Service: RIG, TSO, (Sold: Rig Feb 110 Calls)

Infrastructure: ABB, CAT, MTW, FWLT, Bought: KBR Nov 40 calls
Discretionary: MA, Bought: GME

Financials: BAC, GS

Staples: CVS, MO

Exchanges: NYX, NMX, NMX Jan 135 Calls

**Update: 10/29/07**

Tech: AAPL, EMC, GLW, (Sold: GRMN Calls)

China: EWH, MPEL (Sold: CAF)

Commodities: Bought: DSX, RIO Calls

Agriculture: AGU, MON, BG Calls.

Aerospace/Defense: HON, PCP

Oil & Oil Service: RIG, RIG Calls, TSO

Infrastructure: ABB, CAT, MTW, Bought: FWLT

Discretionary: MA

Financials: BAC, GS

Staples: CVS, MO, (Sold: SGP)

Exchanges: NYX, NMX, NMX Calls

**Update: 10/25/07**

Tech: AAPL, EMC, GLW, GRMN Calls

China: CAF, EWH, MPEL

Commodities: None. (Sold: RIO, DRYS)

Agriculture: AGU, MON

Aerospace/Defense: HON, PCP

Oil & Oil Service: RIG, RIG Calls, TSO

Infrastructure: ABB, CAT, MTW

Discretionary: MA

Financials: BAC, GS

Staples: CVS, SGP, MO

Exchanges: NYX, NMX, NMX Calls

**Update: 10/10/07**