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

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To: bobby beara who wrote (29955)2/14/2002 12:12:10 AM
From: isopatch  Read Replies (1) of 52237
 
Bobby. Am mostly a sector player

and work from the long side when the r/r ratio looks good.

Even in my fav sectors, don't have a lot of conviction right now. So, the old "when in doubt, stay out" guideline has put me back into a high cash position in just the past few days.

Energy, particularly the NG stocks, look lower to me before an important bottom. The golds may be putting in a ST top. So, right now SWC is my largest PM position.

Not complaining. PM stocks have been very kind to Iso since early last April when I started trading large positions there for the 1st time in 20 years. But, no question. For my money, the PM stocks are the hardest equity game to predict.

How are you positioned right now?

Iso
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