bobby,
I just kind of threw it together, it does not tell the whole story, just a part of it.
If I had a little more guts & thought I could hold onto it over the next 2-3 years I'd buy CSE & DOW.
as my grand-dad said "Boy,We ain't a goin' to stop eatin'"! Think we could see far more worse in Ag. before it gets any better, but think the upturn will come fast after that. The actual farming supply sub-sector.
Now, I don't give advice, but my plan is to lighten up on the top golds as they get better, (and I'm sure they will as "correction" continues) and go heavier on bottom ones. Drip my SBR & get ready for oil/gas bottom(suspect it is near).Then be ready to jump into Ag.
Hope I can be ready to make another killing on ASV.
Think this winter could also be rather kind to coal.
bwdik.
Should also have listed AOL & BS.IMHO those two can almost tell the whole story!
Longer range, I really like silver better, but that is well after Y2k,and all the gold miners do silver.
rh
|
