Portfolio Update 06.05.2009

I'm up almost 33% since October 1, 2008.


AgFeed was a great idea. I'm up 66% since I bought it on the 12th. Pork prices have bottomed in China, so even if these shares hit a rough patch, I think they have farther to go.

I'm going to sell my shares of Dr. Pepper when they approach $24. That was Goldman Sachs' price target when I bought them.

I told Daniela that I was going to move a bunch of money into Entravision (EVC) when we see Chrysler and GM ads on TV again. Advertising from auto companies makes up 20% of EVC's ad dollars. So when both of those firms begin spending on advertising again, I'm going to reshuffle my portfolio.