6/30/2006

What a way to end a great week and month. I know I can say that, it was just text book perfect. After the 4th of July, it should be back to work listening to conference calls and scanning through all the earnings that will be coming out for q2. I've accomplished my objective by dumping majority of my longs and have about 50% of my portfolio in cash. Here are the gains for this week, +1/share on peix, +2/share on gld, +.60/share on sun, +4/share on isrg. I'm still kicking myself for exiting my oils too early, but a gain is a gain. I'll continue to short the oils as we move in July, but want to go long after July for the anticipated hurricane month in Aug.

Longs Cost Unrealized g/l:
rimm 68.7 +1
adsk 35.16 -0.60


Short Cost Unrealized g/l:
vlo 63.30 -2
tso 70.55 -4