Hello SC, <<Only COS.UN ?>>
1.800.get.me.out of energy split Message 21739246
1.900.go.to.cash and dump trinidad energy services Message 21805480
911 on Canadian Oil Sands Message 21809947
SOS on Vermilion Message 21810030
In resources arena, still got substantive holdings of COS and VET, as well as smattering of lesser plays, the usual suspects, Connarcher, Blackrock, Petrobank, OptiCanada, UTS, Peyto, Encana, SunCor, PBR, Fording (short Put option), Aflease, PAAS, Harmony (short put/long call).
I am down to 25% of high water mark of energy holdings
<<... trust issue , oil issue, oil sands issue ... all of the above ?>>
All of the above, and ...
I would think, all things being equaly, generally, that the certainties of interest rate rise, possibilities of a restaurant-emptying global pandemic, juxtaposed with the unknown knowns of Refco cockroach, and mix in the large companies going rats bellies-up will tend to be bearish.
Just a guess.
Play dead and answer questions later, or
Shoot first and then ask questions.
Besides, how are we supposed to buy the dip if we don't sell before the dip?
I am tempted to unload all. It is feeling like the days of Interbet pre-crash liquidation.
:0)
What are you doing, comrade, if anything?
Chugs, Jay |
