It’s been a good month. PBR (PetroBrazil) and CNQ (CanadaNatlResources) are my two most solid picks, having generated over 100K since February, and surging to this day. I got out of ACI (coal) and cut my position in BAM (BrookfieldAssetMgmt) by 3250 shares. All of that cash went into tripling my position in ORCL (Oracle). Here is a snapshot as of 2PM today:
Stock-Shares-Price-PricePaid-Value-%
BAM-4077.5-39.86-39.24-$162,529.15-1.56
CNQ-3535-73.95-62.66-$261,413.25-18.02
ORCL-11968-20.60-20.00-$246,421.12-3.00
PBR-3782-70.34-50.52-$266,025.88-39.23
RMD-2400-41.25-41.54-$99,000.00-(.70)
TS-3305-50.37-47.95-$166,472.85-5.04
Total (Begun 2/07 w/ $1,106,000) $1,201,920 +8.67