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

To: GREENLAW4-7 who wrote (39165)	2/12/2005 12:50:33 PM
From: quehubo	Read Replies (1) \| Respond to of 206223

Greenie, the bull story has been well repeated here over the last 1-2 years. My prediction is to expect the unexpected with the equities, but WTI will ~$45 and $NG ~$6 in 2005. Many of the OSX plays and E&P's are starting to fully reflect 2005 expectations. I think PTEN BJS NBR NOI CHK have a long way to go.

To: GREENLAW4-7 who wrote (39165)	2/12/2005 12:58:16 PM
From: Bearcatbob	Read Replies (2) \| Respond to of 206223

Green, My own portfolio had a triple top breakout this week. If I had my own Point and Figure - I wonder what it would say. Usually at this point my portfolio tanks. Go buy an IBD for Monday and look at the top ten groups. I do not know for how long - but man - we are the show now. Bob

To: GREENLAW4-7 who wrote (39165)	2/12/2005 6:48:29 PM
From: Cogito Ergo Sum	Respond to of 206223

Here is one... (he is underweight Energy and overweight PMs) investorshub.com I'm down to 30-35% energy right now (including uranium :o) I've a lot of gold juniors. That's pretty low in energy for me as I have a lot of CanRoys that I trade infrequently. OTOH... This isn't Kansas and is there ever going to be a spring shoulder season again ?

To: GREENLAW4-7 who wrote (39165)	2/13/2005 12:05:57 AM
From: hilligas	Read Replies (1) \| Respond to of 206223

China demand WILL lead crude to $60 mho

To: GREENLAW4-7 who wrote (39165)	2/13/2005 4:49:18 AM
From: Taikun	Read Replies (2) \| Respond to of 206223

Greenlaw, I think it's a top because Uncle Al is raising and investors are complacent because they're generally greedy (present company excluded). The flattening yield curve is winding up the carry trade so everyone is trying to squeeze as much out of these last few weeks as possible. At the same time liquidity is leaving the market, but energy is so hot it hasn't noticed yet. The broad market will correct eventually. The Fed is trying to talk down the market by having one governor say they're thinking of removing 'measured' and 'accomodative' when in fact they would like the carry trade and hedgies to just back off a bit so they could skip raising in March (what they really want to do, to avoid anything blowing up). Basically to say the OSX is going higher is to say energy stocks will be uncorrelated to the other indexes when they correct. There are plenty of times when stocks with loads of cash trade at absurd PEs because the market is down. Rising LME inventories is the canary in the coal mine. Chinese demand is slowing. Perhaps their 40% nonperforming bank loans has something to do with it? Naw! It's Japan all over. (JMHO, BWDIK) D