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Strategies & Market Trends : Ride the Tiger with CD

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To: TheBusDriver who wrote (27623)	3/31/2005 7:16:57 AM
From: rubbersoul	Read Replies (1) of 312968

Well, if you weren't in E&P stocks by the end of January then it was a good choice to stay out. I've still made some profits in energy this year but the recent decline in the sector along with some of my PMs (ANO, VYE, and EPM) sagging lately have taken the wind out of my sails. However, I don't think the correction in E&Ps will be as severe as the correction we had in PMs last year due to a higher floor in oil prices. I should have gotten out of energy when that dude isopatch got out a month ago. That would have been sweet. Well, live and learn. Everytime I look in my rear view mirror I realize that the best route would have been to buy only CKG and forget about it. <g> However, CKG and DAE are almost 30% of my PF so I've played that hand well. Back to battle. JH

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