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rru2s

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rru2s

Re: Fi post# 59264

Wednesday, 11/17/2010 11:31:23 PM

Wednesday, November 17, 2010 11:31:23 PM

Post# of 94785
Top Holdings mostly energy:
NEP:25%, LPH:24%, LLEN:20%, AERL:10%, CHGY:6%. Rationale for overweight is low downside risk and high China demand.

Remaining positions are 2.5% to 3% each:
UTA, LTUS, MSMLX, SIHI, ZSTN, SVNT. Quarterly changes in EPS and investor sentiment are less predictable than with energy stocks.
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