Thursday, June 5, 2008

Tech and energy lead the way

My portfolio is outperforming the broader markets today, as it is being helped by strong gains in tech and energy. The oil drillers are doing especially well; after a multi-week rest, it is nice to see them moving higher again. Other than the general market advance, there is not much news out of my portfolio today, except from True Religion (calls 4.9% of portfolio). They announced yet another store opening, this time in Hawaii. I'm looking forward to their business update at mid-year.