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CURRENT HOLDINGS
CREDIT SUISSE ELEMEN   LSO   15-May-08       100%   11   10.97   US    

 

IPATH AIG LIVSTK ETN   COW   15-May-08       100%   43.42   43.87   US$    

 

PT UTLRSHRT QQQ PS   QID   15-May-08       100%   37.76   39.10   US$    
POSITIONS SOLD
Tom Online   TOMO   15-Mar-06   5/ Jun/ 06   100%   21.90   20.80   US$   -5%   -3%

 

Silver Future (Commodity)   SIZ7   1-Jan-06   19/ Dec/ 06   100%   9.39   13.93   US$   48%   14%

 

Cnooc   CEO   15-Mar-06   12/ Jan/ 07   100%   80.90   94.04   US$   16%   10%

 

Conoco Phillips   COP   21-Jun-06   11/ Jan/ 07   100%   59.80   77.43   US$   29%   14%

 

US Steel   X   1-Jan-06   3/ Jan/ 07   100%   48.50   113.16   US$   133%   13%

 

Action Semicond.   ACTS   15-Mar-06   29/ Jan/ 07   100%   7.65   6.19   US$   -19%   9%

 

DAX Long call option   DB967J *   Nov 03 06   1/ Mar/ 07   100%   4.16   15.78   EUR   279%   3%

 

Vanguard emerging markets ETF   VWO   Nov 22 06   1/ Mar/ 07   100%   73.80   87.32   US$   18%   0%

 

Ctrip.com   CTRP   15-Mar-06   15/ Feb/ 07   100%   39.90   76.41   US$   92%   12%

 

China Life   LFC   12-Jan-06   16/ Feb/ 07   100%   46.25   43.52   US$   -6%   2%

 

Arques Industries   515600 *   15-Mar-06   1/ Mar/ 07   100%   10.60   25.45   EUR   140%   8%

 

Ashland Inc   ASH   1-Jan-06   14/ Mar/ 07   100%   58.40   60.32   US$   3%   10%

 

China Mobile   CHL   12-Jan-06   14/ Mar/ 07   100%   42.32   47.72   US$   13%   -3%

 

China Index ETF   FXI   1-Jan-06   14/ Mar/ 07   100%   62.40   112.35   US$   80%   10%

 

AMD Long PUT Option   CG34ZA   13-Mar-07   15-Jun-07   100%   0.97   0.90   EUR   -7%   8%

 

Nasdaq Long Call option   DB501K   29-Jan-07   15-Jun-07   67%   1.62   2.18   EUR   23%   8%

 

Nasdaq Long Put option   DB502K   29-Jan-07   15-Jun-07   33%   0.85   0.35   EUR   -20%   8%

 

MDAX warrant   TB0LYY   3/ Apr/ 07   15-Jun-07   100%   27.1   32.74   EUR   21%   7%

 

DAX warrant   TB0SYL   22/ May/ 07   15-Jun-07   100%   2.8   4.46   EUR   59%   0%

 

Oil ETF   BHZ7   05-Apr-07   17-Aug-07   100%   70.20   78.70   US$   13%   6%

 

Apple   AAPL   05-Apr-07   17-Aug-07   100%   93.52   137.20   US$   47%   -2%

 

Atos Origin   ATO   26-Mar-07   13-Aug-07   100%   49.60   39.38   EUR   -21%   1%

 

Arques Industries   AQU   03-Apr-07   17-Aug-07   100%   19.05   31.58   EUR   66%   -2%
Portfolio Recovery Associates   PRAA   23-Mar-06       100%   44.60   50.72   US$   14%   18%

 

Amazon   AMZN   22-May-07       100%   67.37   92.26   US$   37%   1%

 

Natural Cool Holdings   N7E   22-May-07       100%   0.168   0.19   EUR   13%   1%

 

Gold ETF   GLD   05-Apr-07       100%   66.70   72.87   US$   9%   7%

 

Silver ETF   SLV   05-Apr-07       100%   135.9   132.9   US$   -2%   7%

 

Almaden Minerals   AMM   13-Jul-07       50%   2.85   2.57   CN$   -5%   0%

 

Altius Minerals   ALS   13-Jul-07       50%   21.30   24.17   CN$   7%   0%

 

Int'l Royalty Corp   ROY   13-Jul-07       50%   7.20   6.82   US$   -3%   0%

 

Ultra Short NASDAQ   QID   06-AUG-07       100%   45.34   38.40   US$   -15%   5%

 

UltraShort Industrials   SIJ   16-Aug-07       100%   64.80   51.97   US$   -20%   9%

 

Short warrant on Caterpillar   DB33C0   17-Aug-07       100%   0.59   0.43   EUR   -27%   7%

 

Agriculture   GS8T6W   01-Aug-07       100%   65.00   79.00   EUR   22%   5%
Average return: 23% 2%

 


* German ticker (WKN)
Last Update: 21-May-08 - MG

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Buy gold explorers

We buy 3 gold explorers: * International Royalty company (ROY), which is a portfolio company that owns shares in various mines. * Altius Minerals (ALS.TO): This company already has steady income from roylties and is about cash break even. It has further interests in uranium and copper mines. * Almaden Minerals (AMM.TO or AAU): This is more early stage and higher risk than the other two companies. On the other hand, there is a good chance for strong newsflow over the next couple of months.

Date: 13-07-07

We sell our long warrants and the straddle

We sell the Dax call, the MDAX Call and the Nasdaq straddle (consisting of a long and a short instrument). The reason is that overall, the warning signs for the stock markets become more and more obvious: Increasing interest rates, a weak USD, high oil prices and fears of increasing inflation. As a latest trigger, we see that the volatility in the stock markets increases significantly which has happened often berfore bear markets. The latest rally might continue over the next days or weeks. But as the warrants are highly leveraged and pretty risky and we have achieved our targets, we realize the gains.

Date: 15-06-07

Buy Amazon

Amazon has all the incredients to become the next Walmart. PE looks high as the company invests in growth. On the other hand, price / sales of 2.5 looks reasonable when looking at the > 30% revenue growth rate.

Date: 23-05-07

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