FWIW, I think we get another shot at the drillers over the next three months. If they move away from me, so be it. I have some exposure, but they are mostly land drillers (which, incidentally, bottomed a few weeks ago - BDI, GW, NORT).
OK, oh Wise One, help me understand your rationale for putting any more money on the long side in the market with DOW at 8900? This market is starting to scare the bejeezus out of me.
My motley collection of long stocks include PCU, KLU, HTCH, CY, HMTT, CREE, FRTE, APLX, CGNX, CRUS, GEMS, IMG, IPEC, LIPO, QSII, SEAC, SWW, WFR.
All purchased over past 4 weeks.
Take Care,
Mike |
