Sold Canadian Oil Sands COSWF.TO
Sold Noble Corp. – NE
Sold Allis-Chalmers Energy – ALY
Bought Morgan Stanley China – CAF
Bought Southern Copper – PCU
Bought additional Connacher Oil – CLL.TO
Portfolio now about 25% in cash
Sold Canadian Oil Sands COSWF.TO
Sold Noble Corp. – NE
Sold Allis-Chalmers Energy – ALY
Bought Morgan Stanley China – CAF
Bought Southern Copper – PCU
Bought additional Connacher Oil – CLL.TO
Portfolio now about 25% in cash