Date updated:02-14-2008
Energy, Infrastructure, Commodities, Emerging Mkts.
Second Wind Investments - Chief Investment Officer, Researcher

-
SNEN.OB
Snen.ob - $0.00
- N/A
- $N/A
Well rounded exposure to retail CNG for automotive market in China. Diversified and leading supplier of conversion kits for vehicles, tanks and containers for bulk transport of CNG suppliers. Emerging footprint as CNG retailer in several provinces.

-
DSX
Diana Shipping In - $28.93
- +0.21%
- $29.11
Best run drybulk shipper in the business, bar none. High dividend with low debt, youngest fleet and potential to explode in appreciation this Spring. * Purely supposition but at these PPS levels could be a strong candidate for hostile take over by mining or Chinese interests. At these levels (pps) it is paying 7.7+% Div, that along with the appreciation that will come after the Iron Ore & Coal contracts are signed_it's off to the races. Expect a major bump in share price by late March. By early Q4 2008 I would expect a double to $45-50 still paying a Div.

-
FCX
Freeport Mcmoran - $90.63
- -0.50%
- $91.94
Great value play on Copper and Gold

-
ABX
Barrick Gold Cp - $35.02
- -1.35%
- $36.42
If you got in at 40, you are golden.

-
CFSG
China Fire & Sec - $10.54
- -0.47%
- $10.62
Watch this story stock as it unfolds and accelerates earnings and pps with each new contract announcement this Spring

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JJA
Ipath Aig Agri Et - $57.58
- -1.57%
- $58.40
How can you not play an AG commodity Index tracking ETN offered today.

-
WX
Wuxi Pharmatech A - $17.89
- +0.11%
- $17.78
The premier outsource R&D house in China for Pharma. 9 out of the top 10 use them, strong managment team and an outstanding staff of U.S. educated Phd's with strong ties to pharmaceutical manufacturers worldwide.

-
NOV
Natl Oilwell Varc - $75.92
- -0.99%
- $77.27
Blow out earnings, building backlog and a global presence with deepwater experience. One of the true blue chips in oil services
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