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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Cogito Ergo Sum who wrote (1267)10/21/2005 1:02:24 AM
From: TobagoJack  Read Replies (3) | Respond to of 217712
 
Hello SC, <<Only COS.UN ?>>

1.800.get.me.out of energy split Message 21739246

1.900.go.to.cash and dump trinidad energy services Message 21805480

911 on Canadian Oil Sands Message 21809947

SOS on Vermilion Message 21810030

In resources arena, still got substantive holdings of COS and VET, as well as smattering of lesser plays, the usual suspects, Connarcher, Blackrock, Petrobank, OptiCanada, UTS, Peyto, Encana, SunCor, PBR, Fording (short Put option), Aflease, PAAS, Harmony (short put/long call).

I am down to 25% of high water mark of energy holdings

<<... trust issue , oil issue, oil sands issue ... all of the above ?>>

All of the above, and ...

I would think, all things being equaly, generally, that the certainties of interest rate rise, possibilities of a restaurant-emptying global pandemic, juxtaposed with the unknown knowns of Refco cockroach, and mix in the large companies going rats bellies-up will tend to be bearish.

Just a guess.

Play dead and answer questions later, or
Shoot first and then ask questions.

Besides, how are we supposed to buy the dip if we don't sell before the dip?

I am tempted to unload all. It is feeling like the days of Interbet pre-crash liquidation.

:0)

What are you doing, comrade, if anything?

Chugs, Jay



To: Cogito Ergo Sum who wrote (1267)10/21/2005 1:17:47 AM
From: TobagoJack  Read Replies (1) | Respond to of 217712
 
May have to liquid wife's positions when it is up for the year, else she wins, I do not, and if she loses, I make up the difference ... not a fun approach in bear market ;0/



To: Cogito Ergo Sum who wrote (1267)10/21/2005 1:18:59 AM
From: TobagoJack  Respond to of 217712
 
I do have five managed accounts of office staff and family members, and they are now at cash 100%.