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

To: energyplay who wrote (8342)	8/15/2006 9:20:41 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217688

EP, I decided, on a dime, via intuition, and for the sake of comfort, to retreat to what effectively is my null position per 4th quarter last year, namely Cash (mostly CAD), gold/platinum (all physical), energy (Vermilion, COS, other oil sands, Baytex, Suncor, PetroBrasil), and a bit of this and that. The null position is the position I sleep soundest. I will continue to watch from this 'null' position, and wait for that clearer sign that all is safe. I generally do not like it when the markets are at the middle of a range, struggling, do not enjoy getting whipsawed, and am not good enough to p*ss against the wind. Also, I do not want to panic during the next breakdown, I want to be able to move. Chugs, J

To: energyplay who wrote (8342)	8/16/2006 3:53:32 AM
From: Seeker of Truth	Read Replies (3) \| Respond to of 217688

EP, the earnings may be real and the growth rates of 8% and 30% may be true, but all that is the past. The fact is that technology is SOO competitive. Nobody has a firm grip on the future. I may have a monopoly on a certain technique and tomorrow you may invent a way to bypass it. The furious rate of innovation puts companies in the driver's seat one day and kicks them out of the car the next day. Living near Silicon Valley as you do, you can think of many such cases. They are characteristic of the technology game. What ever happens to banks and real estate rental companies(as opposed to developers) seems to be much slower. The customer-company relationship is more sticky. JMHO