SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: CommanderCricket who wrote (71872)9/25/2006 11:34:59 AM
From: ChanceIs  Read Replies (1) | Respond to of 206316
 
>>>Going forward the plan was buy quality and hold a significant long positions and not get cute - Opposite of previous years.<<<

Ahem. You sure got cute (and to your credit) for dumping BTU.



To: CommanderCricket who wrote (71872)9/25/2006 11:38:43 AM
From: manalagi  Read Replies (2) | Respond to of 206316
 
I have two major accounts, the regular and the tax deferred. I took profits on my oil/gas stocks in the regular accounts, but I also took additional position in my tax deferred at prices when oil was at $ 70. Reasoning? LTBH on tax deferred in which I hardly traded. Now, I have to rethink where LTBH has a place in the investing world.

Yes, when I was a little boy, my Mama told me Son: always be a good boy, never trade in and out, but do LTBH.

That was a long time ago ... and when I hear that train is rolling, I bow my head and cry ...

Oh Jonny ...



To: CommanderCricket who wrote (71872)9/25/2006 12:21:02 PM
From: Dale Baker  Read Replies (1) | Respond to of 206316
 
I just ran ten-year charts for a bunch of energy names; all seemed to have terrific returns for the LTBH crowd, despite the wild gyrations.

Assuming your definition of LT is more than a year or two, which stocks do you think fail to make the grade?



To: CommanderCricket who wrote (71872)9/25/2006 6:20:36 PM
From: quehubo  Respond to of 206316
 
Back to holding core positions and trading 1/3 to 1/2 of it seasonally. What was I thinking?

This is my present mode of varying my loading. I made the same mistake in early 2002, saying I was too busy and it was not worth the effort.

Mid August I decided what are the chances of no hurricane impact and is it worth sitting 100% loaded if not hurricanes save the day?

As it turns our no GOM action and a bearish cool September.

I want to buy now, I am not so concerned on the oily side. But the gas side is very difficult to understand.

I think some production is already being held back, so we could be getting bearish injections now with weak draws when the cold arrives.

We have a LONG way to the first draw. Every body and there brother wants to get on the ng upswing. One good private forecast for a cold November would be a market mover IMO.