stocks bought and sold

I made a limited increase in my position on Emerging markets

Stocks bought and sold

Today I sold Dow and Corio , and bought Petro-canada and ArceloMittal.

Stocks to buy and my portfolio

Here's a list of the best positioned stocks . My caveats remain valid .
Porsche , Antofagasta ,occidental , exxon , nucor ,boliden , shell , ensco , arcelor mittal , omv , chevron , bp , eni , conocophillips .
As you can notice they are oil or basic materials . I wouldn't like to remain so committed on 2 industries only.

My portfolio is :
idearc, porsche , boliden , shell , eni , voestalpine , drax , southern copper , amlin , nokia , vallourec , randstad , microsoft , belgacom , swisscom , astrazeneca , c&c group ,basf , allied irish banks , italcementi risparmio , 3m , vivendi , cal dive , unipol priv , wienerberger , inditex , telecom italia risp , dow chemical , corio .

Next days I'll make some changes.