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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: excardog who wrote (38011)1/2/2005 1:13:17 PM
From: quehubo  Read Replies (2) of 206089
 
I entered 2005 within a percent of my ATH portfolio value, holding about 60% cash and the rest 3/2 long short straddling some OSX positions.

I cleared 40% before tax this year and 45% in 2003.

I expect PTEN to be up 40%+ from here sometime in the next 18 months, but for right now I am very cautious.

I think the general markets are extended and I am concerned about the potential overhang of energy inventories if we do not see some serious weather changes.

I used margin sparingly this year compared to the year before, most of most position changes were in my retirement account and I only got spooked into one loss that cost me a few $ CAM.

For 2005 my focus and highest expectations will be on PTEN BJS NBR CHK ESV.
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