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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?


To: Canuck Dave who wrote (43741)2/24/2006 1:33:05 AM
From: Cogito Ergo Sum  Respond to of 313017
 
I dunno Dave, We are bound to get some baby bears during the secular bull... I read somewhere where copper was coming off a bit... maybe on Merryfield's Lighthouse thread ?? Then again the copper gold combo is something I've always liked about Northgate..

Encana has hedged NG... Chesapeake the Energy one :o) (CHK) has hedged NG... looks pretty smart right now :O)
K



To: Canuck Dave who wrote (43741)2/24/2006 1:53:29 AM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 313017
 
CD, here's Pescod again
As we look at commodities, we note building inventories in copper
which suggests it may be near a peak, molybdenum prices have
dropped dramatically as production increases


Message 22199846
Actually I thought moly was suspect and could probably dig up a few posts on that.. I mean Taseko has it , Phelps Dodge is increasing production...
B

Edit all in all I favour energy most...

Edit. also in Merryfield's Pescod post is a reference to Trusts (especially gassy ones) getting hit... I'm all out of trusts out for a while now... I almost feel naked LOL...