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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Crimson Ghost who wrote (28571)	12/29/2003 7:09:28 PM
From: quehubo	Respond to of 206097

What investments are you holding? Because I am so comfortable with the long term fundamentals of oil and gas I always keep 50% invested because I dont think many of the plays I typically hold LT are fully valued. My fear is waking up one morning with a very light position and find WTI trading over $50 because of some incident that takes many quarters to recover from. What would have happened with the earth quake in Iran took out a large part of their export capabilities? Perhaps a bomb explodes and damages a large part of Saudi's export facilities. When you trade OSX you better have a good feel for what is going to happen over the next 6 months. Trading companies that have tremendous sequential earnings growth requires good timing.