Date updated:09-12-2008
9/12/08 updated portfolio and added XTO and SLT positions.

-
EGHT
8x8 Inc - $1.10
- +2.80%
- $1.12
9-12-08 If it gets to $.89 it is worth a trade, swing/day as volitility increases.

-
GOOG
Google Inc. - $585.74
- +0.45%
- $586.44
11/27 will continue to hold. ------------------------- I think the YouTube acquisition will be bigger than can be currently quantified.

-
GOOG
Google Inc. - $585.74
- +0.45%
- $586.44
11/27 will continue to hold. ------------------------- I think the YouTube acquisition will be bigger than can be currently quantified.

-
RIG
Transocean Ltd - $86.36
- +1.09%
- $85.07
11/27 Have been buying and selling around core position all the way up. Investment is now 100% house money. With closing of GSF acquisition this will be a steady gainer over months/years, but advise trading around position for best results. ----------------------------- Sector has been too beaten up, industry continues to raise day rates for equipment rental uniformly, so loss to competition based on price will not be an issue.

-
SLT
Sterlite Ind Ltd - $18.54
- +1.76%
- $18.37
9/12/08 Initiating position, will accumulate at $65 level up to $71. Commodities have taken a huge hit in the strange market, but I believe we will see a big bounce.

-
UNH
Unitedhealth Grou - $29.54
- -0.07%
- $29.58
Options issues behind them, buffet investment, dems control +UNH helped draft current medicare program

-
XTO
Xto Energy Inc - $43.06
- +2.30%
- $42.25
Will initiate position anywhere within 10% of the $50 range. Natural gas has huge upside. This will be a long play, 12-18 month time frame, trading around rising position.
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04/03/2007 17:48 PM CDT Asked by Rico
currently taking partial gains off the table and building cash. 5% in money market will in my opnion will significantly outpace a tough market through summer. May shift some funds into a gold ETF as well. Forward earnings statements will be negative if a bear market takes hold, and charts/oscillators will no longer confidently pick bottoms.