Stock Attack II - A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: Terry Whitman who wrote (8110)	5/29/2001 6:10:07 PM
From: isopatch	Read Replies (1) of 52237

Good day today. After todays closes. Sales last week of lg positions in AEM, HM, 2/3 GLG, and 40% of CDE (incl todays opn) all for gains look pretty good. Takes cash level up to 45%. Did hold a few PM positions and looking for support on the HUI index either in the 62-3 area or at 57. Prefer HUI to XAU. XAU doesn't track the gold stocks as well because lg copper producer PD is included. stockcharts.com[l,a]dhcl... Fridays weekly COT report (for positions as of the preceeding Tuesday) showed commercials had gone from strong net long gold (where they've been for about 6 wks) to strongly net short. Speculators when the opposite way. This is ST bearish for the PM stocks. cftc.gov Intermediate and Long Term still think the picture looks good for further gains once the current correction in the sector is completed. To get a feel for when that might be the case, will have to keep an eye on warehouse stocks, COTs, trends in the monetary aggregates, open market activity by the NY Fed, signs of economic strenght or weakness and (of course) inflation stats. Looks like LOILY, my largest portfolio position, had a great day today.(g) Best regards, Isopatch

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