Bought .75% position in CZZ (down about 2% on the day) at $13.20 for a total position of 2%
Bought CZZ – Cosan Limited Cl A
July 15th, 2008Bought PAL – North American Palladium
June 27th, 2008Bought an additional .75% position in PAL for a total position of 1.75%. This was up 4% today and replaces the SWC which jumped over 12% today.
Sold SWC – Stillwater Mining
June 27th, 2008Sold entire 2% position in SWC at $12.40 (up 12% plus for the day) for a 11% plus profit.
Bought RGR – Sturm Ruger
June 27th, 2008Bought additional RGR at $7.25 to increase position to .5%
Bought RGR – Sturm, Ruger & Co.
June 26th, 2008Bought .25% RGR at $7.25
Bought TSM – Taiwan Semiconductor
June 26th, 2008Bought 1% position in TSM at $10.85 – down 4.5% on the day
Bought CZZ – Cosan Limited (Brazilian ethanol)
June 25th, 2008Bought 1.25% position in CZZ at $12.80
Bought UMC – United Microelectronics (Taiwan)
June 23rd, 2008Bought 1% position in UMC at $3.07
Bought CY – Cyprus Semiconductor
June 23rd, 2008Bought 1.25% position in CY at $27.48
Sold ABX – Barrick Gold
June 20th, 2008Sold 2% position in ABX at $40.07 for about a 1% profit