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Strategies & Market Trends : Natural Resource Stocks

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To: isopatch who wrote (8207)	2/24/2004 3:47:05 PM
From: jimsioi	Read Replies (2) of 108720

ISO, light in the energy group, too... 20% of portfolio...just a little CRED and TGA among the E&Ps, mainly longer term income holds....Acclaim and Advantage which are doing OK....The professional traders you note have no doubt positioned out of this group but wouldn't you think they'd be coming back in before the end of the shoulder season....??? Buying the weakness in expectation of a romp in the summer time assuming normally warm temps for a change and a good economy?? A little too early to anticipate...

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