7/13/2006

Another day of panic and chaos around the world and it just spooking us like it is Halloween. Continue to lay low and will wait until the dust settles before committing into more shares. One glimpse of hope is that the refineries are has finally topped and coming down in the face of higher oil price. That is definitely a good sign that these refineries are overly priced.


Longs Cost Unrealized g/l:
rimm 68.7 -3.85
adsk 34.33 -3.69
sndk 46.77 -5.44
mstr 84.55 -1.23


Short Cost Unrealized g/l:
vlo 64 -.50
tso 71.5 +.10