Portfolio Weekend Round-UP

Let's take one final gander at the Portfolio for the week. It was a strong week for the markets, and a strong week for the Portfolio. A modest jobs number on Friday has set the table for a very uncertain Fed meeting on Dec. 11th. In my opinion, if we do not see a 50 basis point cut from the Fed, the markets will sell-off. Best of luck.

Altius Minerals ALS.TO - Down 10 cents on Friday, but had a huge week on refinery news. Also, hit a new 20 day high of $28.24 during the week.
Ansys ANSS - Finished the week where it started. Seems to be some consolidation in the stock price, and the 5, 20, and 50 day SMA are within 60 cents of one another. Watch for some cross-overs.
Aegean Marine Petroleum ANW - Dry Bulk is not dead, and ANW has rebounded a little this week.
Anadarko Petroleum APC - A very big week on news of a new discovery in the Gulf of Mexico. The stock is sitting at its 52 week high.
ART Technology ARTG - Finished a strong week, up 10 cents on Friday. Hit a new 20 day high on Thurs., and is creeping up to its 52 week high of $4.65.
Aspreva Pharma ASPV - This stock has been trading in the narrowest of ranges for over a month. News one way or the other could be what the street is waiting for. Look for a move on high volume.
Yamana Gold AUY - Gold has been trading erratically, and so has Yamana. Two nice up-days to finish the week are a positive sign.
Aspen Technology AZPN - A nice week has this stock sitting just below its 52 week high of $17.96.
China Mobil CHL - This stock seems to have been anointed the "Emerging Mobile du jour", but Friday's sell-off of 3.5% makes you scratch your head. In an interview with Jim Trippon, editor of China Stock Digest, he said that he would wait for a pull-back into the mid $80's before buying CHL.
Core Labs CLB - Up modestly for the week. Seems to be developing a base in the $118-$120 range. Not showing the strength of other energy stocks.
China Medical CMED - The great week for China did not exclude CMED. Hit a new 20 day high of $45.53 on Thurs.
Capella Education CPLA - Gave away almost all of its weekly gains on Friday, dropping 4.3% for the day.
Devon Energy DVN - Falling natural gas inventories helped Devon have a strong week, hitting a new 20 day high of $89.00 on Thurs.
EnCana ECA - Traded lower early in the week on news of a new debt offering, but ended the week with three straight up-days.
Euronet Worldwide EEFT - Four straight up-days to end the week has Euronet sitting just below the 52 week high of $33.25 it reached on Thurs.
Energy Conversion Devices ENER - A big week for Solar stocks meant a big week for ENER. The stock tested its 52 week low, and has rebounded nicely, signaling that the down trend may have ended.
ISHARE MSCI BRAZIL F EWZ - Three up-days to close the week, and hit a new 20 day high on Friday.
iShares European Monetary Union EZU - Same as above.
European DJ Stoxx 50 FEU - Up for the week. Hit a new 20 day high on Friday, but closed down on the day.
Female Health Co. FHC - Stopped a serious skid with large volume day on Thurs.
Focus Media Holding FMCN - Here is another "anointed" stock that can't find its way. Down on Friday.
FPL Group FPL - Finished the week up, with news of a downgrade and a request to add more capacity in Palm Beach County. The Dow Jones Utility Index hit all-time highs this week.
First Solar FSLR - Can you say volatility? Each move this week was over 3%.
Frontier OIL FTO - Up 2.3% on Friday, but down for the week. Looks to be trading sideways in a range of $41-$46. There are a lot of questions about the refiners right now.
Gafisa S.A. GFA - An Adrian Day, blasted through its all-time high with three strong up-days to close the week.
GoldCorp GG - This senior gold miner has found some traction with a solid week.
Gol Air GOL - A strong Friday, up 4.2%, capped off a strong week for GOL. Low oil is always good for an airline.
Harvest Energy HTE - I can not figure out why this stock has dropped so much. It sits just above its 52 week low, yielding and astronomical 17.4%.
iShares S&P Latin 40 ETF ILF - Three strong days to close the week had ILF hitting a new 20 day high.
Kinder morgan Energy Partners KMP - Up every day this week and hitting a new 20 day high on Friday.
Coca-Cola KO - The classic defensive play has been working like a charm. Up every day this week and hitting a new 52 week high on Friday.
KV Pharma KV-A:NYSE - Finished the week little changed, seemingly putting an end to its down streak.
LEV Pharma LEVP - Down for the week. This stock is waiting for the FDA ruling on its late stage drug which should come before the end of the year.
Micros Systems MCRS - Little changed for the week, the stock finished a couple points off its 52 week high of $74.98.
Noble Corp. NE - A mixed week. It hit a 20 day high on Friday, but still closed down 22 cents on the day.
Owens Illinois OI - A very strong week had OI hitting a 52 week high on Friday.
optionsXpress OXPS - Announcing a dividend could not push the stock above its 52 week high.
Petrolero Braziliero PBR - The Brazilian resource story is far from over. The stock was up huge for the week.
Claymont Steel PLTE - A downgrade by CIBC sent the stock down 97 cents on Friday. This turnaround story may not show up in the numbers until 2nd qtr. of 2008, according to portfolio manager Michelle Stevens.
Potash Corp. POT - A great week for Potash had the stock seeing 52 week highs on Friday.
Transocean Inc. RIG - The stock finished little changed for the week.
CVRD RIO - A very strong week. Chinese demand for steel is not going away any time soon.
ProShares Ultra Short S&P500 SDS - Not a great week, but a must own for defensive reasons. A nice hedging idea going into the Fed meeting on the 11th.
Synaptics Inc. SYNA - Holiday gadget demand should make this stock a no-brainer, but it finished the week little changed.
Telefonica Sa TEF - Traded sideways this week. Little changed.
UniBanco UBB - Pulled back from a 20 day high reached on Thurs., but an overall strong week for this Brazilian bank.
United Online UNTD - What a terrible slide for this stock. Down 15% on Monday, and never gained traction. This stock now yields around 6.2%. It literally pays to wait for this value play.
Urban Outfitters URBN - This retailer hit its 52 week high on Friday, but finished the day of 42 cents.
URS Corp. URS - Ended a horrible week on an high note Friday. Finished the day up 2.9%. Little news out of this stock since the final merger details were released.
Meridian Bioscience VIVO - The stock seems to have tested a Low reached in Oct., and rebounded nicely. A strong week, up three straight days to finish the week.
WWA GROUP WWAG.OB - This stock is rather illiquid. It finished the week unchanged. Peter Leeds reiterated that the prospects for Dubai and WWA Group look stronger than ever.
Cimarex XEC - Strong week for Natural gas explorers, and a strong week for XEC.