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

To: excardog who wrote (38011)	1/2/2005 1:13:17 PM
From: quehubo	Read Replies (2) \| Respond to of 206092

I entered 2005 within a percent of my ATH portfolio value, holding about 60% cash and the rest 3/2 long short straddling some OSX positions. I cleared 40% before tax this year and 45% in 2003. I expect PTEN to be up 40%+ from here sometime in the next 18 months, but for right now I am very cautious. I think the general markets are extended and I am concerned about the potential overhang of energy inventories if we do not see some serious weather changes. I used margin sparingly this year compared to the year before, most of most position changes were in my retirement account and I only got spooked into one loss that cost me a few $ CAM. For 2005 my focus and highest expectations will be on PTEN BJS NBR CHK ESV.

To: excardog who wrote (38011)	1/2/2005 5:47:46 PM
From: jim_p	Read Replies (1) \| Respond to of 206092

Cardoggie, Put me down for 215% for the year. Now up 780% on my RRI in a little over 2 years. I'll settle for 100% in 05??? Jim

To: excardog who wrote (38011)	1/2/2005 6:10:59 PM
From: kingfisher	Respond to of 206092

76% this year and also largest dollar sized gain propelling portfolio well into 7 digits. Always been concentrated 100% in small cap Canadian oil and gas plays and drilling services. With some of these companies projected to grow anywhere from 30 to 100% in 2005 I feel any short term weakness in natural gas prices should not be an issue. Have a 50% target for my portfolio in 2005. Fully invested as we start the new year. ANG,AEX,BIS.A,GCA,DZR.SV.A,HK.B,TTN.B,SAW,PBN,MIG,WLE. Best of luck in 2005

To: excardog who wrote (38011)	1/2/2005 7:03:52 PM
From: tom pope	Respond to of 206092

Just did the calculation, 49% for me, but I've got a lot of non energy stocks, a goodly chunk of ELN being the best performer. RRI was also there, and a lot of steady plodders in the utility space. WMB was a double, I think. OMNI was my only real stinker, but stink it surely did. Biotech was great for me this year, and though I've taken a lot off the table I suspect selected stocks will do well in 2005.

To: excardog who wrote (38011)	1/2/2005 7:32:15 PM
From: CommanderCricket	Respond to of 206092

cardog, Another excellent year and now have a trading portfolio worth over 7 figures. Really looking forward to 2005. Best gain was a double in TGA (largest holding by far and expect it to double again this year). The worst mistake was staying way too long at the TMR party. I see the next few years as an opportunity to make alot of money in oil, NG, base and precious metals. Under a winter weather advisory for freezing rain in Chicago. What in the hell happened to the warm weather? I swear the weather channel had us down for 50 on Monday. Expecting accumulating snow for Wednesday. Michael

To: excardog who wrote (38011)	1/2/2005 10:52:27 PM
From: sketch	Read Replies (1) \| Respond to of 206092

Tallied up 15%, w/ serious gains in TGA, TMR, and some little guys: energy badly undercut by faltering miners ( = half the portfolio). Cutting back slightly in gassers, hanging tough on long-term E&Ps with low basis and lots of headroom. Big question for me is whether we see a weather-induced drop down the elevator shaft for the E&Ps, and when (not whether) the metals resume their climb. May be necessary to downsize the miners if Jan says this lull looks like a long one.