Date updated:05-08-2008
Post Turmoil

-
BIDU
Baidu - $439.72
- -0.56%
- $426.49
Chinese internet search monopoly. Too cheap to not get into.

-
AAPL
Apple Inc. - $200.59
- -1.76%
- $199.10
Tech stocks are cyclical with cycles defined by product. AAPL is on a roll and has great product cycle until end of 2009

-
FSLR
First Solar - $120.30
- 0.00%
- $N/A
Demand for oil will sustain a $79/barrel oil for foreseable future. Solar is a viable alternative until oil drops to $50/barrel. I had enough. I don't think this is going over 300 before taking a big trip down. Got out today 275.

-
LFC
China Life Ins Co - $75.10
- -4.76%
- $73.69
Chinese insurance penetration is too low for their GDP growth and increase in life expectancy.

-
RIO
Rio - $0.00
- N/A
- $N/A
80% of the land area in the world is what is called undeveloped by US/EU standards. We will be using iron ore for a very long time.

-
GS
Goldman Sachs Grp - $164.16
- -2.82%
- $164.27
Possibly the only bank in US which will make it through sub-prime crisis.
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A. Mr. Partridge can answer that, but not
until tomorrow maybe.
He has not indicated a preference for
keeping one or the other,
which leads me to believe he will keep
both.
A. The only one I own : SLX,
too hard pick a winner out all of them
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