Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: isopatch who wrote (6169)	1/13/2004 5:34:00 PM
From: Roebear	Read Replies (1) \| Respond to of 108708

isopatch, You and vt have been doing a nice job of rotating into gassers (and PM's) with consequent nice moves following. I myself have passed a landmark. First time in quite a few years that over a month has passed and I haven't sold a thing. This is highly unusual for me. The reason of course you have noted just a day or two ago, this is going to be one heckuva ride in the energy stocks!! The single digit NG inventory surplus compared to the 5 year avg. is going to turn into a double digit negative to the 5 yr avg in a month or so. The fact that oil inventories are not in surplus (to the avg) and oil is pretty perky on the upside price also helps gas as it should deter fuel switching. Folks who have to pay NG bills should be thankful nonthelss that we had a mild summer or there would be real problems soon. Best Regards, Roebear