Monday, June 9, 2008

Added KOL and LEH

Today, I added LEH and KOL.
  1. I think LEH may be over punished on the down side. I added a small position here to monitor it. May add more if it continues to dive.
  2. I added KOL. I think from growth perspective, it has more legs than oil companies, coal is cheaper comparing to oil, and it still the number one commodity used to generate electricity in US and China.
  3. Looks like I sold POT too early last Friday, good thing I still have the most POT left. I think POT and MOS are still the strong stocks to be.

0 comments: