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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (28284)	9/28/2007 9:46:00 PM
From: Grommit	Read Replies (2) of 78621

My last six weeks have been fine. My low point was mid August. I have a lot of energy stocks, so this graph of energy index and Suncor show my swings. I am up a very nice percentage YTD. finance.yahoo.com my mix, with largest positions: oil sands 29.7% SU COS PCZ NXY CNQ ECA PBG... other energy 10.7% DO VLO BTU TDW RIG HLX miners 7.5% BHP RIO FCX BWR.TO ... other stocks 9.0% BNI CNI TM TRN ... reits 24.0% HRP HPT FR LXP SUI MPW ... trusts 18.7% HTE AAV PWE PWI CNE pref 0.5% total 100.0%

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