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

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To: Tommaso who wrote (97154)	2/24/2008 1:29:31 AM
From: energyplay	Read Replies (1) of 206195

COW is very relevant to this thread, as agriculture is as about as heavily dependent on energy inputs as the airlines are on the price of oil for jet fuel, and corn use for ethanol hits the price of meat. We often make more money on related industries and stocks than mainstream plays like Exxon or Chevron. Refiners like VLO, service companies like RIG, suppliers like Maverick MVK (oil pipes), oil tanker companies, uranium plays, etc. Having made some nice money following you into Uranium stocks, even though I was late and following you, I am very happy to read your posts about COW. What degree of leverage does COW have, or is it roughly 1:1 with the commodity prices ?

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