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


To: gold$10k who wrote (6167)1/13/2004 4:59:12 PM
From: isopatch  Read Replies (2) | Respond to of 108708
 
vt. Looks like CFTN, TGA, ROYL and HOFF more than

compensated for the dip in PYR and a couple of others.

Net result added up to another all time record PF high, today.

The story continues to be the largest PF positions. Those are the ones that have been making the most powerful sustained moves during the past few months.

If they don't (like MSSN) they get sold down substantially, or completely. In the case of the MSSN sales (per posts here at the time), the capital went almost entirely into TGA (in late November) to increase that position to it's present size.

Here's a graphic of how that switch has fared since:

siliconinvestor.com

Wish all my capital redeployments would play out as well as this one has.

Isopatch