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Jim Kingsdale: EIS Portfolio Report

Posted on June 04, 2008

Number of Stocks: 37 long, 6 short Concentration: Top 5 holdings = 42% of total Percent Long: 94.5% Percent Short: 3.0% Top 5 Holdings, in order: Canadian Oil Sands Trust - COSWF (oil sands) Transocean Inc. - RIG (drilling and services) TBS International. - TBSI (shipping) Sociedad Quimica & Minera de Chile - SQM (chemicals incl. lithium...

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canadian oil , drilling , oil , oil sands