I have taken profits in most of my foreign picks, now heavily in US and Canada, since that's where the price spikes are, especially in NG.
Still have ATPG, happy.
Added TMXN a Caspian area oil play
Have a little EGY
Sold TRGL - long wait for next news.
Recent Buys and call buys
TMR NG production expanding,
CHK lots of NG, debt, so leveraged
GASE asset play (no options) Utah Wyoming
ERF dual listed trust, 225 oil adds upside, royalty trust trend helps
EGSR slow development on NG ,tiny stock, no options
Have NSS and MVK, drill pipe & tubular goods suppliers.
Holding a nice fat position in Paramount energy trust PMT, PMGYF, there is upside with Alberta settlement, great distributions. |
