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

To: re3 who wrote (33601)11/13/2003 10:06:01 AM
From: nspolar  Read Replies (2) | Respond to of 36161
 
I think your QQQ puts have a chance to do better than you might think. We see.

It does not appear to me the market is taking negative news in stride any longer. I'm thinking in another few days the comp will be closer to 1860 than where it sits at this moment. It will be the rebound from there that will be a key.



To: re3 who wrote (33601)11/15/2003 8:30:35 AM
From: re3  Read Replies (2) | Respond to of 36161
 
allo's nov 15:
56% cash
18% pm cov call (rgld, 90 % of it with nov 20 calls sold)
11% gold shares (several small positions, basically juniors)
15% physical in cef and mill/bull fund
(and a tiny bit of RIG and a few poots...)
dithering around with an allo to energy, not sure if energy gets whacked in a market selloff too, which concerns me more and more, quite happy to have re-started a new "poot" collection with S april 50 poots...


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