Monday, January 28, 2008

I'd load up on these bad guys (they're from our 2007 guidance for 2008)

JEC, FRO, SAM, TAP, BBD, UBB, RIO, CIB, BP, CVX, ATVI, MA, VMW, RIMM, TGT, C, T, SPIR, EXM, PBR, XOM, SUN, FMC, MO, MOS, ROG, ASIA, CAAS, CBAK, JASO, CTDC, KONG, STV, AHGP, ANR, HW, GIGM, MICC, VSAT, EDS, IBM, HPQ, SIGM, PANL, NATI, SCSC, TYC, HUR, ETR, ENS, MOT, VZ, SNV, JPM, CBH, AMTD, BBT, AMN, MTW, BMRN, SUN, HES, NTG, OXY, OPTT, ESLR, ATVI, KNM, PLUS, BEAS, ATVI, CAL ,TDW , QMAR, PNCL, NM, S, POT, MON, TSO, DAR, DO, SU, TGT, WMT, SLV, JASO, NTG, GSX, CFC, BTJ, SNP, TIF, TSL, SKS, NILE, EMC, CIT, C, GS, RIG, UBB, BBD, BAP, GFLS, STT, OFG, NBTB, CEDC, CMG, LAZ, MA, MR, MTW, TAP, NLC, PBR, RIO, PTR, CEO, FMCN, GRRF, GSF, HNP, HPQ, IBM, JEC, C, HOV, CBG, FMD, AMAT, HURN, CIT, KSS, VMW.

Thursday, January 24, 2008

Todays Highlights (held in our portfolio)

ANR, ARBA, AU, BIDU, CELL, DELL, FDG, FMD, GG, GIGM, HES, INTC, JRJC, MICC, MOS, PCLN, TSO, UBB, YHOO.