cjseney Portfolio 1


late 2007 and first half 2008 I closed out positions in
JCG 50
FCX 126
RIG 155
MON 135
GD 94

I continue to hold but have not added to GOOG and CELG

Within the past month I have begun to start positions in
WMB buying below 30
RIG below 135
RIMM below 120
I am looking for "cheap" growth

and turned a little more defensive and looking at value with positions in
IBB below 70 and T below 32

I have now started looking into JCG again b/c
1. Mickey Drexler
2. inventories and customers will
come around (Preppy will never
go away)
3. how in the world GPS a better
run company right now
4. growing online business
I am waiting to here if the current problems are online only or if it is company wide

I am also looking at AAPL

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