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

-
DSX
Diana Shipping In - $13.49
- +0.30%
- $13.32
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 - $79.56
- +0.08%
- $78.58
Great value play on Copper and Gold

-
ABX
Barrick Gold Cp - $41.63
- +2.26%
- $40.57
If you got in at 40, you are golden.

-
CFSG
China Fire & Secu - $14.08
- 0.00%
- $N/A
Watch this story stock as it unfolds and accelerates earnings and pps with each new contract announcement this Spring

-
JJA
Ipath Ubs Agri Et - $42.00
- 0.00%
- $N/A
How can you not play an AG commodity Index tracking ETN offered today.

-
WX
Wuxi Pharmatech A - $13.88
- 0.00%
- $N/A
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 - $43.68
- +0.32%
- $42.80
Blow out earnings, building backlog and a global presence with deepwater experience. One of the true blue chips in oil services

-
CGV
Cgg Veritas - $21.14
- 0.00%
- $N/A
Excellent value at these prices for a seismic player in the Oil/NG exploration space.
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A. today was a huge mark up,,we rallyed off
the g20???thisd makes no sence at all .
A. The only one I own : SLX,
too hard pick a winner out all of them
Analyst Downgrades for Nov. 2, 2009. Read more here. more
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Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more













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