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


To: TobagoJack who wrote (46689)2/26/2004 2:37:08 AM
From: energyplay  Read Replies (1) | Respond to of 74559
 
Jay - What I have now -

Heavily into E&Ps with increasing production -

TMR, KCS, BEXP

Natural Gas prices may pop up with colder weather in March.

Also bought some RRI - see jim_P on the Boom Boom Room thread.

Thinking about more metals - have a large position in PD (copper). May add silvers (HL,SIL,CDE,SSRI) and PGMss (PAL)

Lots of economic growth - US, Japan, China, Singapore, even UK +2.3%.

Thinking about Tiffany's.

I am looking for new ideas....