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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?


To: isopatch who wrote (2645)10/29/2003 10:46:30 AM
From: jimsioi  Read Replies (2) | Respond to of 108679
 
Missed the opening, all most on purpose

With my portfolio almost at the max allocation to miners, I didn't want to look at the opening, and occupied myself pleasurably. ...That did cost me in terms of not getting out of EENC up in the 19s from which it seems sellers emerge to the degree prices retreat....but for miners, holding on through all my "concerns" and tea leaf reading....

Sinclair makes much sense...and I'll admit at this point to letting fundamentals rule over technicals, as long as for example we don't get some crushing reversal....New highs for the HUI, for the moment then I'll relax....

Note on the Asian close enders and trackers....updates are running days behind on the Premium to NAV for the Chinese and Thai units but are in the upper 20% range for TTF and CHN as of last night's close I am quite sure....This looks very frothy to me...I suspect the same is true to some extent with the Japanese items...