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

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To: kodiak_bull who wrote (40426)3/19/2005 1:37:24 PM
From: Bearcatbob  Read Replies (3) of 206323
 
KB,

I have been struggling with how to deal my current wonderful valuations. I have been moving towards more event driven - or lower market cap plays with production upside. If we get cheap $45.00 oil - it will be a wonderful environment for stocks. Think about it - cheap oil - oil in the 40s?

Another thought has been to take a portion of profits when taken into building a position in EOG. Small EOG buys over an extended period. EOG's natural gas position to me is a wonderful long term asset.

Bob
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