Date updated:03-30-2007
MY portfolio is sort of a random walk thing .You throw up names of all the companies the ones that hit the table you keep. THe big thing I see today is that people have little patience . After all Rome wasn't burned in a day. I primarilarly trade options

-
MO
Altria Group Inc - $19.00
- -0.99%
- $19.00
spin off will move the stock

-
BRNC
Bronco Drilling C - $5.04
- -3.82%
- $5.01
bronco drilling has half the P/e of hal and will have little debt by end of the year and its located in the good old USa where it can't be nationalized.Only harrassed bt the Irs and EPA .Its not covered yet by by analysts a good sign.Plus it might be a takeover candidate. Furthermore oil drilling is very fashionable right now.

-
DRYS
Dryships Inc. - $6.19
- -2.52%
- $6.05
this is a shipper of dry goods with rising earning and the owners are buying. Pays an .80 dividend good yield.their fleet is being up graded .Greeks in general arent too bright ; this CEO seems to be the exception.

-
LTR
Ltr - $0.00
- N/A
- $N/A
With a congolomerate of some of the best compaies inthe Us from Diamond Offshore to hotels.One of the best managed companies in the US lots of cash.

-
FCX
Freeport Mcmoran - $84.14
- -3.64%
- $83.59
Yeah I know falling copper prices .THe gold and moly should help.Moly has gone from 3-4 bucks to over 25 bucks in a year. And adding PD will boost earnings.Company is wellmanaged and generous to its share holders .THe Congo mine whenit comes on it should help earnings at 2.50 a pound for copper this company willdo ok.Chindia will gobble up more than we think. Ialso think the cash they pay to PD shareholders willgo right back into this company.

-
GS
Goldman Sachs Grp - $164.16
- -2.82%
- $164.27
this company is making about 100 million bucks aday --what can isay.

-
LEH
Leh - $0.00
- N/A
- $N/A
making less but wel lmanaged and should go up
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A. The only one I own : SLX,
too hard pick a winner out all of them
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