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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: James F. Hopkins who wrote (8866)6/9/2001 7:57:15 PM
From: isopatch  Read Replies (1) | Respond to of 52237
 
Hi Jim. My approach puts principal focus on...

specific sectors Intermediate (1-7 month) holds. Most of my ST trades are Intermediate ones that failed<g>

From 1st 1/2 of 99' to Sept of last year was fully invested in the oil and gas sector plus an occasional stock in another sectors, such as RTN in defense last year.

In Sept, sold almost all my energy stocks, and held 50-80% cash till about 6 wks ago, then rapidly built the PM sector into the largest portfolio commitment just in time for the 1st leg up in what my work indicates is a cyclical Bull Market in gold, silver and other hard assets. Defense is 2nd, with energy 3rd.

LOILY is my largest portfolio position, and CDE is my largest PM holding.

Rain finally stopped 2 days ago in this area. Just in time for #1 son's soccer team to win their final game of the season 3-0. A hard fought, very physical game that was closer than the score would indicate.

Regards,

Isopatch