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

To: chowder who wrote (45731)	7/13/2005 9:34:17 AM
From: ChanceIs	Read Replies (1) \| Respond to of 206338

Hey Bum, I have been buying techs for a while now. I think that Hays is not too far from the truth. I sold a bunch of covered calls on my oily stocks for expiry tomorrow - most ran into the money - but I just bet that when Emily has passed that I can buy them back for less than the assigned price. OIH is up about 17% in the last two months, the summer burst will be over, there will be a selloff going into the shoulder season, the trees don't grow to the sky. I DON'T think we will have an '01 style OSX collapse - far from it. I could see OIH $90, but that would be about it. Tech has been dormant for un plus longtemps. I don't see NAZ 5000, but the SMH could run from $36 up to $45ish by December.

To: chowder who wrote (45731)	7/13/2005 12:18:54 PM
From: t4texas	Read Replies (2) \| Respond to of 206338

don hays has been writing about and saying the $20 or more speculation in oil for more than a year now. it is also interesting that hays' portfolio model has forecasted His model portfolio model should be 16 to 20% in energy for over a year also. HOWEVER hays has owned ZERO energy stocks in his actual portfolio during the entire runup in energy stocks the past year or two. his reasoning is that he is very afraid of energy stocks and finds them too unpredictable for his investments. he thinks since he did not see/believe the energy move long ago, he thinks as soon as he buys some they will go down. as long as he has waited he might be right now. i read hays' stuff, but i paid attention to his actual recommended portfolio weightings and not what he wrote and said emotionally about energy.