king of all gurus: Ken Heebner

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Withoil, we're looking at adding 1.5 million barrels a day of incrementaldemand, and when I look around the world and factor in natural declinesin major oilfields in Saudi Arabia and elsewhere, I have troublefinding 1.5 million barrels a day in incremental supply.


bet on:tube and pipe products used by oil drillers
guys have been aggressive about raising prices based on the fact that there's a shortage of what they're selling

Ken Heebner's returns are:YTD 3 year 5 year
60.39% 31.59% 32.10



He concentrated on homebuilders from 2001 to 2005 and airlines in the late 1990s. Heebner also bet against technology and telephone stocks in 2000, before the collapse of Nasdaq Composite. A surge in commodity demand from Asia led Heebner to quadruple his holdings in mining and metals companies this past year, to 25 percent.His fund has huge sector bets and has ability to short .Fund has more than three fourths of its assets in cyclicals:energy and industrial stocks.Top 10 holdings accounts for more than half of assets.

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很成功 -laolangzong- 给 laolangzong 发送悄悄话 laolangzong 的博客首页 (0 bytes) () 01/01/2008 postreply 21:19:00

当然了,人家是gurus:) -紫燕- 给 紫燕 发送悄悄话 紫燕 的博客首页 (239 bytes) () 01/01/2008 postreply 21:24:48

be careful! -比花花还花- 给 比花花还花 发送悄悄话 比花花还花 的博客首页 (249 bytes) () 01/01/2008 postreply 21:47:37

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