Holdings

bsa6207 [0]

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Holdings

Position Commentary
Holding Return Exposure Trades Last Price Rationale Votes
CGMFX -43.24%  25.6%
Long
5  15-Dec-08   26.16   n/a   0 
DIG -5.50%  10.5%
Long
1  05-Jan-09   32.45   n/a   0 
SLX -4.57%  5.6%
Long
5  06-Jan-09   34.46   n/a   0 
POT -39.40%  5.1%
Long
8  16-Dec-08   73.91   n/a   0 
X -2.69%  5.1%
Long
2  05-Jan-09   38.24   n/a   0 
PBR -9.52%  4.4%
Long
4  29-Dec-08   24.17   n/a   0 
DRYS -36.27%  4.4%
Long
5  10-Dec-08   11.30   n/a   0 
GS -47.49%  4.3%
Long
8  05-Jan-09   88.75   n/a   0 
JEC 0.47%  4.2%
Long
1  05-Jan-09   49.40   n/a   0 
DOW 4.49%  4.1%
Long
1  29-Dec-08   15.39   n/a   0 
PKB -1.78%  4.0%
Long
1  05-Jan-09   12.03   n/a   0 
ACM -3.12%  3.9%
Long
1  29-Dec-08   29.51   n/a   0 
GDX -1.89%  3.9%
Long
2  17-Dec-08   32.55   n/a   0 
NUE -2.24%  3.7%
Long
1  29-Dec-08   44.73   n/a   0 
MTW 19.36%  3.3%
Long
1  29-Dec-08   7.96   n/a   0 
C -60.45%  3.1%
Long
9  09-Dec-08   8.84   n/a   0 
EXM -4.59%  2.7%
Long
1  18-Dec-08   8.28   n/a   0 
SLW -13.34%  2.0%
Long
1  29-Dec-08   6.59   n/a   0