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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: GaAs52 who wrote (72707)	10/13/2006 11:39:58 AM
From: profile_14	of 206181

Watch crack spreads between different fuels as they improve. We will bounce up hold in a trading pattern, back off a bit and then move up towards late November IMO, all else being equal. There is some serious value in E&P and service companies at current prices whether they are in sectors relating to gas, oil, or refiners. Still very long VLO, a nice beneficiary today.

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