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Last Activity: Added TRAMX to bullish list on 06/04/08  Current Stock List: Symbol SP Sentiment Rating Return Since TRAMX -58.36% 06/04/08 AAPL -54.58% 05/05/08 NE -62.89% 05/04/08 EWZ -68.91% 05/04/08 NETC N/A -68.87% 05/04/08 VIV +24.23% 05/04/08 SBS -67.83% 05/04/08 RIO -69.15% 02/10/08 NTDOY -33.97% 02/09/08 BRK.B -42.44% 02/09/08 All-time Sectors of Interest ... View All > Opinion & Analysis The UAE may become the New New York   about TRAMX   06/04/08 The TRAMX charter includes both the Middle East and Africa; however, the fund is currently concentrated in the United Arab Emirates.  The UAE is undergoing tremendous growth, and it's fledgling bu... Taking a bite out of my position in AAPL   about AAPL   05/05/08 I am selling half of the AAPL position in my model portfolio.  Assuming five years of 30% growth and zero growth thereafter, AAPL has an intrinsic value of $152; therefore, I believe that at t... Not Oil Services, just offshore rigs   about NE   05/04/08 The offshore rig rental business has a positive five year picture; even if oil prices come down, $80 to $100 oil will still justify spending on this expensive form of oil drilling.  With only a fe... Money flow into Brazil should continue   about EWZ   05/04/08 After a likely pull back within the next couple of weeks, EWZ is likely to move up over the next three months.  Brazil is online   about NETC   05/04/08 NETC sports a low P/E and earnings should continue to grow due to demand for internet service and cable television. Brazilian equities have had quite a run up but although a pullback is likely, ...

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