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VERY, VERY ACTIVE LAST 2 HOURS.....(WELL REALLY ALL DAY)

GOING to get DINNER.....Will Post all transactions after I get back....Purchased many international stocks at the end of the day and was selling many domestic positions and momentum positions throughout the day......SOLD MANY SHORT TERM PLAYS!!!!!!

Found a new hot sector...(WOOD PRODUCTS)---BOUGHT...WY(Bought mid day), VCP(Bought near close), ARA (previously owned), UFPI (Bought right before close)

$COSTAVERAGEMAN
 

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Excel Sheet Ready!!!!

Added Many International Positions and Sold many Domestic positions....BEST GUESS is about 66% International....7%CASH...4%GOLD....23% Domestic



All Positions WITH no color on the left hand side of excel were purchased yesterday.....And have not been added to SECTOR/ and COUNTRY....So the PIE CHARTS will be wrong.....Numbers and performance are all correct.....

2006 Portfolio Performance---45.242%
Mar 27 ADV-96
Mar 27 DEC-75
Mar 27 UNCH-4
MAR 27th---Portfolio Inc. 1.20%---Outperforming Daily

Grecha----Down 18% on TIE puts so far, but I expect this high flier to correct before expiration (I HOPE....But this was just some profit from IIIN and ERS day trades...SO If I loose it I will think of it as the BANKS MONEY....NOT MINE...MAKES ME FEEL BETTER).....TIE is up 40% since the last split a few months ago.....

$COSTAverageMAN
 

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The Brazil story started my day looking really bad.....Most of the TELCO's down 3% but recovering...ALL Banks are down 5%...Good thing I only own 1 instead of 3.....Brazil Paper (ARA), and Steel (SID, GGB) had a nice rebound....SID may be acquired soon, So I bought more and will sit on the 16% yield and wait...

BOUGHT
FIZ@10.98 (Consumer Beverage Play)
TGC@.93 (Oil and Gas Play)
VLO@60.05 (Refiner Play)
PEIX@19.31 (Ethanol Play)
DO@83.89 (Driller)
BTJ@11.40 (Oil Service Strength)
ESLR@14.74 (Alternative Play)
GLBC@26.37 (Fiber moving...Day trade)
TIE@46.75 (I own puts, Might as well go along for the ride)
WYNN@74.55 (Adding to consumer Plays...I own 3 casinos now)
CENX@39.01 (Old Limit Buy order, But it's up)
KOMG@47.60 (Pre Market Mover, Bought on weakness)
NXXI@1.62 (Momentum....Day Trade)
SID@29.15 (Added on weakness)
DRQ@65.98 (Oil Service strength)
MTW@88.05 (CNBC alerted me to this, Bought the dip)
THE@38.20 (Oil Service strength)

SOLD

RTI@53.50 (1/2)
TIE@48.51 (1/2)
ARGN@7.81
GLBC@27.60
ASYT@10.65
LIV@.83 (1/2)
CMED@31.74 (1/2)
XING@9.10
NXXI@1.73
SCLN@3.63
SNX@19.42

BTW: Great article in Barrons this week about Conoco Philips and them having a P/E of 6.8......5 DAY CHART
 

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Quote from $CostAverageMAN:


BOUGHT
FIZ@10.98 (Consumer Beverage Play)
TGC@.93 (Oil and Gas Play)
VLO@60.05 (Refiner Play)
PEIX@19.31 (Ethanol Play)
DO@83.89 (Driller)
BTJ@11.40 (Oil Service Strength)
ESLR@14.74 (Alternative Play)
GLBC@26.37 (Fiber moving...Day trade)
TIE@46.75 (I own puts, Might as well go along for the ride)
WYNN@74.55 (Adding to consumer Plays...I own 3 casinos now)
CENX@39.01 (Old Limit Buy order, But it's up)
KOMG@47.60 (Pre Market Mover, Bought on weakness)
NXXI@1.62 (Momentum....Day Trade)
SID@29.15 (Added on weakness)
DRQ@65.98 (Oil Service strength)
MTW@88.05 (CNBC alerted me to this, Bought the dip)
THE@38.20 (Oil Service strength)
More...

I see your going long a lot of oil/energy stocks....you think we'll see $70 crude in the next month?
 
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