DYN, CPN and whole energy trading sector - DYN got hit today on downward projection of earnings, and continued concern over the impact of ENE's death. While the trend of this sector is certainly down, there will be great trading ops, on the long side, as well as short, in the coming month. This business is not going away, and there is a vacuum where ENE used to live. I don't know if DYN or CPN, or AES, or REI, or MIR or who will be a strong player - thoughts appreciated.
ED, SFA, at 23 is coming back into buy range - just watching so far. siliconinvestor.com 23 was my target to consider re-entereing, will let it fall as it seems wont to do. larry |
