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


To: TobagoJack who wrote (1270)10/21/2005 1:23:43 AM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 217796
 
TC,
I'm still fairly heavy in oilsands PBG / CLL and varied NG plays and, VKR and SPN. I have been systematically eliminating my empty hole in the ground stocks... (Junior golds) ... Preferring liquidity in stocks like ECA where 1.800.save.my.A$$ doesn't come back busy or worse off the hook.. :O) Whereas diversification has its merits... replacing 10 illiquid holes in the ground with one ECA allows for far greater mobility whether charging ahead or running for your life as you know :O)

All in all the time seems to be coming to hide behind the castle fortifications and engage only in brief sorties...

I should have seen this coming... I was feeling very good 3 weeks back... too good.. a sure sign of a top... :O)

regards
K



To: TobagoJack who wrote (1270)10/21/2005 1:55:41 AM
From: Taikun  Respond to of 217796
 
WRT energy Cara would probably say we're in a Cycle 1 and 2:

Cycle points 1 to 2: Begin to accumulate stock positions; sell any long puts; write new puts

billcara.com

Now who has the golden nodes for that malarkey?!



To: TobagoJack who wrote (1270)10/21/2005 1:36:29 PM
From: Taikun  Read Replies (1) | Respond to of 217796
 
K-winter meets commodity supercycle. Who shall prevail?