Well, i got the bear-time-half-the-bull-time concept from Sir John Templeton who was quoted recently in an article, and had my memory jogged on the Nifty Fifty action by recent posts on MDD or John Pitera's or the like ... so it's all regurgitated, but then so many truisms are, aren't they.
rim.to - an offline friend has been playing this one short for months, playing the puts but a direct short-and-hold as well i think, never followed it much myself, sure doesn't look appealing as a long - stockcharts.com ... last year's flavour of the year, once they go out of fashion it takes a lot of real earning to bring them back ... i don't even know what they make besides that blackberry thing, shouldn't comment on it.
nt.to - i was thinking of a few at 25 - stockcharts.com
... should have maybe ... even if it sees 18 or 12 [12!!?-g-] it'll see 30 again before long imho ... but so what, where's the profit in it ... plus my problem with this one is that it being a 'blue chip' and marginable with 30 per cent down, i go nuts and get too much of it, then feel forced to stay at the computer and watch every tick ... just not interested in that until next winter.
Tolerable-sized little positions in speckies, that's more relaxing ... and largely resources this year ... thinking about adding some more ite.to though as a special situation ... and please god, one more little cpt dip into the .50s, i never got any there yet ... but mostly resources - qbx can be considered o&g at this point imho ... and i do like that sto.v story of teevee's, hard to say when they make the deal but most tightly-held Yorkton jcp plays are worth waiting for ... ido.v - if/when they pull a core that compares to the JM reef, it won't be a sell-the-news stimulus imho.
Palladium has already come off a lot - kitco.com
.. but it's a long ways from cheap, still above year-ago levels and well worth mining ... wouldn't take a lot of supply to lower the price though, probably ... i have more riding on copper with aur.to, sold some suf.to to add aur a while ago, if Dubya chooses to stimulate by encouraging infrastructure [like that commie Rooseveldt did, lol], it will take a lot of copper and its market already looks like it should tighten later this year.
Bob got an Oscar, lol ... one line in the song - 'i should be in hollywood' -g- |
