Aggressive Portfolio May 15, 2008:
The commodity sector has been very volatile over the past couple of months the energy sector has been the big winner with crude oil moving up to unheard of levels. The increase in crude has helped to push the price of natural gas up as well. The gas sector is starting to attract long term investors again and this should help to stabilize the sector over the medium term. The price of gold has pulled back and now appears to be consolidating in preparation for another sustained advance driven by higher inflation created increased food and energy prices.
The next addition to the portfolio will likely be in the uranium sector now that the uranium price is stabilizing there is renewed potential for capital appreciation in this sector. Another sector which is likely to see increased interest is the alternative energy sector, mainly in wind and solar energy companies.
Aggressive Portfolio May 15, 2008:
Company |
Symbol |
Shares |
Cost $ |
Market $ |
Total $ |
Stop |
Anderson |
AXL |
2000 |
3.25 |
4.66 |
9,320 |
2.00 |
Arizon |
ARZ |
2500 |
3.65 |
4.96 |
12,400 |
2.75 |
Breakwater |
BWR |
3000 |
1.99 |
0.85 |
2,550 |
0.75 |
Carmanah |
CMH |
3500 |
2.15 |
1.03 |
3,605 |
0.80 |
First Cal |
FCP |
2000 |
3.26 |
2.60 |
5,200 |
2.00 |
Gammon |
GAM |
800 |
7.68 |
9.36 |
7,488 |
6.00 |
IAMGold |
IMG |
700 |
8.67 |
6.19 |
4,333 |
5.00 |
Minefinders |
MFL |
1000 |
10.15 |
10.89 |
10,890 |
9.00 |
Roca Mines |
ROK |
2000 |
2.62 |
2.45 |
4,900 |
2.00 |
Cash |
|
|
|
|
49,925 |
|
Cost: |
100,000 |
|
|
Total: |
110,611 |
|
Original investment January 15, 2007: $100,000
|