Wednesday, October 24, 2007

Bookkeeping: Adding More CF Industries (CF)

Posted by TraderMark at 1:20 PM TweetThis
Taking this position even higher; with 100 more shares. Approaching 7% of the fund.

Strength in a bad market. Fundamentals stellar. Cheap on earnings. The right sector. Technical picture outstanding. Earnings catalysts coming. Higher estimates I believe in the future post earnings.

Other than that, its a dog. ;)

Back down to zilch on the cash front as I went bargain hunting in this mess.

Long CF Industries in fund and in personal account

Posted by TraderMark at 1:20 PM

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