Hi vt. You're right about TESOF. Agree (very ST) might lag a tad
OTOH, "a rising tide lifts all boats."
And my read of the sector action, almost a week ago, forced me to plunge into an aggressive buying program in a diversified basket of OS and NG stocks.
Early today added PQUE @ $4.88 and a few minutes ago PENG @ $20.22.
Overall this is the largest portfolio weighting I've held in the patch since end 1st wk of January.
In the gassers, currently long: CRK, EPEX, PQUE, PENG and a partial position in CRED
OS stocks are KEG, NR, DO, TESOF and MWP
In PMs, continue to really like SWC. Excellent tape action there. Just wish the darn critter would go into the bag for a day or two<g> so I could load the truck in the 14s. But the way it's acting? I'll be lucky to get any in the lo 15s.
One of my mentors, years ago, was relentless in emphasizing, "The good ones are always hard to buy". He sure was right about that.
Best regards,
Isopatch |
