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Strategies & Market Trends : Natural Resource Stocks
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To: Roebear who wrote (26874)8/1/2005 1:14:23 PM
From: isopatch   of 108816
 
Very true. And, from a sentiment standpoint? There's no

question in my mind that we're seeing a classic wall of worry
develop, based on most of the posts I've seen on SI over the past week.

That makes, the contrarian in me see diminishing downside risk for the seasonally weak August period.

OTOH, there IS still risk in the weeks ahead.

How do I approach that?

As an IT bull (into next year) with a neutral to slightly negative ST read, I'm far from fully invested, at this point. (Current PM stock allocation a bit over 50%).

Basically, continue my oft stated strategy - of the past 6 wks - of adding only on good dips and selling only underperforming positions on ST rallies.

All FWIW, as the trading styles of others here R going to be different and lead to large variations in allocations AWA holding periods.

Isopatch
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