iso,
I'm still lurking around here. Currently have 70% tech, and 30% oil. Own FGH, NSS, KEG, PKD, PDE, FLC, SMOP and PGO in oils.
Tech's have been doing great, January was one of my best months so far. Oils are holding their own.
The NG facility was a NG storage facility in FL for FPL, it was put on hold after the Entergy merger was announced.
I still feel oils are dead money until March-April when the picture will be a little clearer on the trend in oil prices.
Tech's have had a nice run, but I don't know how much further they can go from here in the short run. I hate to be out of the market when the fed is playing catch up, so I'm holding for now.
Picked up some SHI today, it has a yield of 6.4% and earnings are ramping up. It's an interesting story.
Two of my favorite techs are ACTM with a reasonable PE and earnings projected to increase from $1.85 to $2.90, and AVT with strong insider buying.
Take care,
Jim |
