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

To: TobagoJack who wrote (40305)	10/27/2003 10:25:22 PM
From: Cogito Ergo Sum	Read Replies (2) \| Respond to of 74559

Hi Jay, I have Acclaim Baytex and Ultima. Acclaim is 55%$ gassy, Baytex NG is minor and not an issue (besides I believe it is still trading at a discount to NAV) and Ultima which has added some gassiness but is still basically an oiler. Acclaim is about 10% of my investment PF all told. (ie. not including home etc. etc. etc. etc. ) Acclaim has a decent hedging program. Ergo.. The unit price may drop but they should be able to maintain reasonable distributions. If I was overweight as I was in the spring I would be concerned nonetheless. I have a less than core position in energy trust now 22% of PF. I traded out of SU nicely recently and have sold all my NG common shares to be safe. Now I sleep fairly well except that I'm still not 100% (or 90%) for that matter behind buying the dips in China yet... What keeps me awake at night ? Being at the onset of my current 3 year plan to retirement :o) regards Kastel EDIT I'm more weighted to oil and that is my area of concern.. but since I'm not overweight the concern is just that , a concern... EDIT one more time... if I think 2$ gas is possible all bets are off ...