Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: nspolar who wrote (10945)	4/22/2002 7:10:57 AM
From: Tomas	Respond to of 36161

March brightens energy picture The Globe & Mail, Monday, April 22 globeandmail.com

To: nspolar who wrote (10945)	4/22/2002 12:51:32 PM
From: isopatch	Respond to of 36161

ns. That's a good characterization. Do play some of the the mult-week/multi-month swings in energy, with a ST trade here and there. In the longer term part of the portfolio, continue to hold very low basis core positions in EPEX, PENG and a few other energy favs. In PMs, have nice size and good basis holdings in GG and SWC. More of a cautious bull than late February when I was buying the gassers and some OS stocks hand over fist. . Have taken a lot of profits and gotten rid of a few losers in the past few weeks. And after a moderate size covered call position was called away Friday cash is now upt to 68% (vs 15% 3 weeks ago). Will probably redeploy some of that cash on this dip. Isopatch