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Strategies & Market Trends : Natural Resource Stocks
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To: jimsioi who wrote (16414)10/14/2004 6:44:56 PM
From: ItsAllCyclical  Read Replies (1) of 108577
 
Around 40% overall. Had a tough time trimming more because as you say the jobs report, trade #'s, gold up $5, etc. If we get a new ST low in the HUI soon I'll likely take more off the table. Tomorrow's action and post expiration will tell the tale. I must be pretty bullish cause I feel like 40% exposure is only "adequate" to participate in the next rally over 430. 20% would be huge by most standards. Most of my core issues still acting pretty good.
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