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Gold/Mining/Energy : Big Dog's Boom Boom Room

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From: Frank2/4/2005 6:47:39 PM
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I agree that it will take patience this year -- I am down to 75% in from 150+ earlier in the week. I basically sold Blocks of NBR, GW and PTEN into strength and bought some MHR, CHK and ESV. Had a really good week but the weather has me skittish and if the story I believe is true PTEN , CHK , MHR/XEC all have lots of room to run this year. Nevertheless we must watch the weather because a turn to colder could set the stage for a huge rally as people realize the true state of storage. Once again, warm days in winter confound our plans but NG remains over $6. Me, I love PTEN as a 28-30 stock later this year. Now that is a channel I could watch all day --Frank
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