Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Tommaso who wrote (50759)	6/6/2004 6:22:54 PM
From: energyplay	of 74559

I'm about 75% energy - Royalty Trusts 30% Small E&PS 45% Metals 8% Utilites 6% Japan 5% Biotech, tech 3% Names - E&Ps TMR, KCS, PQUE, GASE, EGSR, ROYL (sometimes BEXP, MSSN, CRK) RTrusts PMT Parmount) VET Vermillion, AVN Advantage, ERF Enerplus , SJT San Juan Trust Metals PD Phelps Dodge-copper, PAL North American Palladium, NEM- gold, sometimes CDE and SSRI silver Utilities - RRI Reliant. Watching SRP, Sierra Pacific Power, and TE Tampa Electric Japan MJFOX, Matthews Japan Fund, heavily bank oriented, sometimes EWJ exchangfed traded, close to Nikkei 225 Biotech, tech SCLN SciClone, GLBCE Global Crossing SCLN and GBLCE are problematic.... ************************** I'm using margin and or call options on TMR, KCS, and ERF. I am expecting (counting on ?) a natural gas train wreck by mid-August. Nymex August and September NG over $9.00 /Mcf, very low storage builds, massive move by institutions to get into E&Ps... I check the weather forecasts about twice a day ;-)

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