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

To: TobagoJack who wrote (5125)	3/30/2006 10:10:30 AM
From: Canuck Dave	Read Replies (1) \| Respond to of 218713

The endgame has begun. "Check", or more correctly "Got Stuff?". CD

To: TobagoJack who wrote (5125)	3/30/2006 2:31:06 PM
From: Moominoid	Read Replies (1) \| Respond to of 218713

Today's report: Well lots of things... (sell YHOO, short GOOG, short DCX, buy QQQQ puts) but of interest I bought some GLD for the first time in my Roth IRA account... that account now has GLD and QQQQ puts (long). Aussie dollar seems to be somewhat disconnecting from gold in recent times. So maybe time to buy gold rather than relying on Aussie Dollar in 2002-4.... Also my investing in goldminers was not so successful (to say the least) though the CFS Global Resources Fund continues to perform well but has little gold in it (RIO, BHP, and RTP are like a 1/3 or more of their holdings).

To: TobagoJack who wrote (5125)	3/30/2006 6:40:44 PM
From: energyplay	Read Replies (1) \| Respond to of 218713

Natural gas - I don't think it is time yet - there was a big draw today, but there will still be 1500 Bcf in storage when the withdrawl season ends, and I expect much more pricing pressure. Note that the NYMEX natural gas price is still sliding even with the big withdrawal. Maybe the action has shifted from nat gas to metals. There are reports that Canadian production is slipping, which could mean the the time to buy Northern Canadian (especially those near the oil sands areas) could be sooner, prehaps early or middle summer. The Canadians that have production much closer to the US, or heavily in British Columbia, it may be better to wait until later. We will also need to look at reserve life, new purchases, ability to rent or own rigs, etc. Which means carfully examining and comparing each company. Companies like Vermillion which deals in France, Nederlands and Oz, are worth careful examination. Nederlands is 100% NG. The UK price for NG recently hit $25 MCF - We need to research how much of that affects Dutch prices. I have bought some BPT calls as a hedge/play on an Iran blow up. BPT has royalties on Alaska oil, but does not have the best reserve life.