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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (84444)	5/13/2007 12:37:40 PM
From: carranza2	Respond to of 206193

Amen. The refiners, even the stellar ones, seem burdened by the past cyclical nature of the crude market. Give me VLO in the high 40s again, and I will load up like a damfool. There is nothing that looks to me like a bargain these days, except SONS, a tech stock on which I am all-in and which is not on-topic here. Have considerable profit built in. Still, might have to lighten my position despite the fact that I see a huge run coming in the next 2-3 years. The bursting of the bubble will probably affect the good, the bad, and the ugly on a more or less equal basis, a good reason not to be all-in on anything. I like FCX but I am fence sitting now as the political risk is not inconsiderable. Probably too late, anyway. Not much out there looks tasty at the moment.