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

To: KyrosL who wrote (40436)10/29/2003 7:27:57 PM
From: energyplay  Read Replies (1) | Respond to of 74559
 
Hi Kyros - Why sell ERF ? DO you expect Canadian NG prices to fall apart ?

I can see FAX being too high,
COS.TO affected by lower oil prices as oil comes from Russia and Iraq

Looks like you are expecting interest rates to stay down -

GHave you considerd TLT ( Ishares 20 year Treasury) -
OF course, with Annaly NLY you get leverage....



To: KyrosL who wrote (40436)10/29/2003 10:39:21 PM
From: TobagoJack  Read Replies (2) | Respond to of 74559
 
Hi KyrosL, <<Sold all of my ...>>

I appreciate the cry, 'Fire!', in a crowded theatre, reminding us to be less complacent.

I have been hesitating about my gas royalties, and in fact I have been uncomfortable about my entire equity portfolio (20% of gross asset), because I do not want to give back 4% in any dunking.

I am still thinking.

Chugs, Jay


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