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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: energyplay who wrote (36418)7/24/2003 12:04:39 AM
From: Cogito Ergo Sum  Respond to of 74559
 
Hi ep,
I notice AVN did one of its dipsy doodles today and traded as low as Columbus (14.92 ;o) this AM to finish flat.

I've AE.UN, HTE.UN, UET.UN, a few hundred AVN (I forgot about in my kid's accounts) a little COS.UN. I have a spec play in EEE (Esprit) and just sold same type of play in Thunder (THY) but have my eye on it.

Have lots of metals and Gold but strangely no silver. Oh well.

I think we have seen a secular step up in natural gas prices which will persist for years. I agree.

30% energy.
35% Metals.
20% Misc...
15% Cash

regards
Kastel