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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: GREENLAW4-7 who wrote (123501)8/21/2009 3:28:09 PM
From: Paul Senior  Read Replies (1) of 206187
 
You guys shorting are too tough for me. I continue to reduce oil positions though every day, esp. nat gas. Difficult for me: some of these positions I've had for more than a few years.

Service companies like RIG with low forward p/e estimates or selling under stated book value, I continue to hold.

To somewhat hedge, I am upping my positions in mlp's, esp. pipeline. Also in alternative fuel sources.
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