Bought 1% position in VLO at $44.63
Bought VLO – Valero
June 10th, 2008Sold STP – Suntech Power Holdings Co LTD
June 9th, 2008Sold entire 2% position in STP at $39.72 – down 1.25% on the day. Basically to decided to trade this position for TSL which is sharply down in the last few day. Time will tell if that was a good idea…
Bought TSL – Trina Solar LTD ADR
June 9th, 2008Bought 1% position in TSL at $41.23 – down 8.5% on the day – for a total position of 3%
Bought TSL – Trina Solar Ltd. ADR
June 9th, 2008Bought 1% position in TSL at $45.66 – up 1.6% on the day – for a total position of 2%.
Bought HOGS – Zhongpin Inc. (China)
June 6th, 2008Bought .5% position at $12.90 – replaces the .5% sold earlier today at $13.40. Total position is now 1%
Sold HOGS – Zhonpin, Ltd. (China)
June 6th, 2008Sold half of 1% position in HOGS at $13.40 – up 3.5% on the day – for an approximate profit of 11%. Still have a .5% position.
TSL – Trina Solar Ltd. ADR
June 6th, 2008Bought 1% position in TSL at $45.50 – down over 8% on the day.
Bought FMCN – Focus Media Holding Ltd ADR (China)
June 6th, 2008Bought 1% position in FMCN at $32.13 – down 12.5% on the day.
Bought GFI – Gold Fields LTD ADS
June 6th, 2008Bought 1% position in GFI at $12.45 – down 1% on the day.
Sold MT – ArcelorMittal Steel
June 5th, 2008Sold 2.2% position in MT at $104.14 – up about 7% on the day – for an 11% profit on the position.