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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (23518)3/10/2006 9:08:59 PM
From: Spekulatius  Read Replies (2) of 78919
 
Sold my TRMA and CHK today for a small profit. Gas draws #'s were weak today and inventories high, i suspect that we will see some weak numbers in the sector pretty soon.

I am holding CVX since it's less vulnerable to NG gas pricing right now (not that the stock seem to care CVX is a weakest of the three). I will be watching for a reentry point into CHK in particular.

I established a position in INTC in the recent weakness. This is a 2007 recovery story - the new dualcore chips should be the first step towards a rebound, I hope.
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