Your welcome.
How do you stand long or short the PMs, got any now or waiting to enter any positions, as to securities or the funds? Although I have noticed your research and DD in the metals, am not exactly sure of your position. Am long here for gold and silver, but begin to wonder if the silver is a mistake. If silver is to be used for superconductors and/or as a hedge against inflation; it is surely not showing much that it is a viable candidate, as of yet. PAAS is strong but for what specific reason I do not know. What is your view as to the shiny.
What do you like as to the oil and gas royalty corps.
My views:
HGT is best Ngas and best to enter this fall before Thanksgiving, say after Oct div and before Nov. div, with view to fact that Nov div will be low compared to Dec, etc; but the best upside for the share price will be after 11/20/01.
EOT is best true oil pipeline corp as it earns charges to deliver leased petroleum, thus can hedge the product and gains on the income of the service, is a cash cow of ENE, pays decent dividend, best to enter after July dividend and out by Oct. 01 or so(exit B4 dividend due on or around Oct 01 or before, would hold longer but the downside we have coming in Oct is likely to be devastating for most all securities, due to tax selling).
Other:
UPS: Will not there be increase in shipping this Q2 and or Q3 to stock up for holiday sales?; or is decrease in volume overall going to hurt the share price. Profit is not dependent on volume, but on corporate decisions. Wrong decisions can curb growth, while a large infostructure can hurt profits. Wonder if the age of fleet is a reason the company went public anyway. An ideal way to obtain fleet replacement, to have it underwritten by new shareholders, eh? This could be the reason the USPS went to deals with Fedex and UPS anyway, that or fuel savings on larger purchase basis. The status of the fuel hedge programs at UPS and FEDEX, would be a killer to them if they had to renegotiate this last winter, etc.
Best Regards;
Rails |
