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Aggressive Portfolio February 15, 2008:

 

The Aggressive Portfolio is currently focused on the precious, base metals and energy sectors in the belief these will out perform in the coming months. These sectors have very strong fundamentals regarding demand and should be able to weather an economic slow down in the US better than most.

 

Economic uncertainty is going to dominate the equity markets in North America over the next 9-12 months as the deteriorating position of consumers becomes far more obvious and wide spread. The consumer has been the driving force in the economy and any weakness by this group will be felt across a wide range of sectors. The energy, base and precious metal sectors are tied more directly to the economic growth in Asia than to that of North America. Asia is in a multi-decade growth phase that is not likely to see a serious set back for years. The economic changes taking place Asia remain strong and are building momentum not slowing. The creation of millions of middle class families will have major long term impact on the region that has the potential to drive global demand for decades in to the future.

 

 

Aggressive Portfolio February 15, 2008:

 

 

Company

 

Symbol

 

Shares

 

Cost $

 

Market $

 

Total $

 

Stop

Anderson

AXL

2000

3.25

3.51

7,020

2.00

Arizon

ARZ

2500

3.65

3.98

9,950

2.75

Breakwater

BWR

3000

1.99

1.34

4,020

1.10

Carmanah

CMH

3500

2.15

1.05

3,675

0.90

First Cal

FCP

2000

3.26

2.24

4,480

2.00

Gammon

GAM

800

7.68

6.11

4,888

6.00

IAMGold

IMG

700

8.67

7.22

5,054

7.00

Minefinders

MFL

1000

10.15

10.46

10,460

9.00

Cash

 

 

 

 

55,165

 

Cost:

100,000

 

 

Total:

104,712

 

 

Original investment January 15, 2007: $100,000

 

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