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

To: Roebear who wrote (19034)	12/17/2004 8:57:58 AM
From: isopatch	Read Replies (1) \| Respond to of 108705

Thanks for the update, Roebear. Pretty chilly in our area this AM. Lot of errands today. So, I'll be in and out. Have to head out right now, to take a beautiful 1888 pastel portrait, by Sir George Clausen R.A., to the framer. Heck of a time finding a good period frame for that one. But finally did. Should great. FWIW, a U.K. Sotheby's auction, in the Spring, saw a Clausen painting go under the hammer at a new record price for that artist. Iso

To: Roebear who wrote (19034)	12/17/2004 10:16:26 AM
From: FreedomForAll	Read Replies (1) \| Respond to of 108705

Roebear, what stocks do you like to benefit from the cold winter ? (Sorry if I have missed your earlier comments... I have been offline for a while.) Freedom

To: Roebear who wrote (19034)	1/8/2005 9:50:11 AM
From: Roebear	Read Replies (1) \| Respond to of 108705

Weather Update, Mkt update, storm pictures, Well, it appears Joe Bastardi of Accuweather was correct with a January Thaw, at least for the East, though if I remember correctly, he was expecting later in the month. Certainly I was NOT correct in my forecasts for my area in recent weeks. But now it appears a cold lockdown for the East and my area (PA) will start middle of this coming week, right after record warm days and continue for 2 to 4 weeks. This according to Joe B and also some very good weather forums I follow. We will see if this is enough to save the energy stocks, especially NG which has levels of storage to deal with. As for my own winter forecast, I am tending to agree with the cold period as it fits my longer term forecast, albeit a few weeks late. But I will hold fire from saying high confidence, as I am waiting for my natural indicators to confirm, you see, I am still too busy kicking myself for discounting some natural indicators I observed right after Christmas which indicated a warm spell was what was going to be locked in for awhile. In any case, a busy holiday schedule and then a death in the family prevented needed weather work on my part the last ten days. An example of the wild weather, a tornado in Phoenix this time of year is rather rare I believe: azfamily.com As for the stock market, I've turned bearish, greatly reducing my holdings in NRS sectors and raising cash. There are a number of things I don't like, such as, the dollar rally, heavy profit taking in first week of year, bottom signals VXN/VXO, most of all the very heavy feel of NRS charts and tape. I still hold majority of large NCEM position (a late stage bloomer in the PM sector) and a few other small positions, but cash levels are now up to 75% from 1% a month ago. I'm not saying I am right in this or and certainly not that anyone should follow my lead, but I do have to follow my own indications and feel for the tape. Best Regards, Roebear