Date updated:06-19-2007
No description available

-
MT
Arcelor Mittal Ne - $35.09
- -1.40%
- $34.69
Initiated new position 04/20/2007 @ $55.03 Bounce off 10 week line #1 steel producer, PE only 10, ROE 43%, 1.5 up/down volume with acc/dis B+

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NYX
Nyse Euronext - $26.87
- +2.67%
- $25.92
Initiated new position 11/03/2006 @ $80.56 Breakout from 1st base after IPO 2% over ideal buy point Added to position 01/24/2007 @ $100.63 Buy on dip Added to position 04/24/2007 @ $84.2294 Buy on dip

-
NSC
Norfolk So Cp - $52.07
- +2.10%
- $50.93
Initiated new position

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VLO
Valero Energy Cp - $17.29
- -1.59%
- $17.56
Initiated new position 02/27/2007 @ $58.01 PE 9, ROE 31%, attractive price Breakout of 9 week, 1st stage base, 1% over ideal buy point Jana Partners initialed new posiion equal to 4.8% of portfolio. Reported 06/07/07

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BOT
Bot - $0.00
- N/A
- $N/A
Initiated new position 10/13/2007 @ $134.45 Pullback after breaking out of recent base, Anticipation of earnings release 10/17 Added to position 05/11/07 @ $197.60 Limit order before the bell on news CME sweetening the bid

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CBG
Cb Richard Ellis - $10.73
- +0.28%
- $10.51
Initiated new position @ $30.2799

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BTU
Peabody Energy Co - $42.21
- -1.47%
- $42.14
Initiated new position 04/30/2007 @$48.95 Macro: US electricity demand rising 1.5% annually,coal generates electricity in US, production of coal declined 3.5% this year Supplies 3% of worldwide 10% of US Low cost leader, Largest reserves 4 weeks heavy accumulation Added to position 05/15/2007 @ $51.316 Added to position 06/18/2007 @ $50.39 on pullbackto 50-day

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FDG
Fdg - $0.00
- N/A
- $N/A
Initiated new position 05/01/2007 @$24.279 12.5% yield 8.7 trailing 12 mth PE Largest supplier of metallurgical coal
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