Iso:
Still got my PYR, sold my RTNB at 29.07 (will be back for more at better price, if any), mostly PMs now. Based on my observations, if a good dip would go with OXY, ATW and PDE. As far as getting back into the patch, looks to me like it would be near to mid-July, for the historic top in summer production (oil/gas) builds. Based on history: Is that approx when next entry would be for the patch corps for you, or is it more of an individual company situation?
OT/:
I also bot some AH at 16.0 for my "long term" holding. Still on watch list: ABB, ALS, FWC, RYCEY and WGOV (do not intend on looking at any of these again soon, maybe after the fireworks in July). ABB seems fairly strong along with WGOV right now. With the size of my port, it takes a lot of go-go for me to entertain anything over $20.00/sh, as a general rule. May look at BA if a buy point opens up, but it may cost me too much to buy it. Might just go with ABB and RYCEY for my energy/defense team. Kind of a high tech approach, one might say.
What is the long term outlook for Loily? You look at it for acquisition or valuation situation? The best I could add is that the economy in Vietnam is supposedly pretty hot.
Don't blow a fuse on posting. I am going to go recharge for tomorrow. Take care;
Rails |
