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


To: energyplay who wrote (29776)2/23/2008 12:33:34 AM
From: Cogito Ergo Sum  Respond to of 217543
 
Hi ep,

Took a plunge into uranium recently because the charts looked to be bottoming.. Sticking with producers and near term producers.. bigger positions in more liquid issues.. I wasn't paying much attention to PGMs since I was mostly in energy (underweight for me as of today for the first time in many years) and agri stocks, fertilser mostly. Doesn't hurt that Rogers like uranium now. No uranium grassroots plays or overly thin stocks.. I'll look to dip a toe into PDL.. I'm leery of the warrants also.. I have big pile of EPM.TO (gold and copper) warrants.. too big for this market... Lots of leverage both ways..

DML chart looks good here.. but so did UUU until a few days ago :o( but on the upside.. I was able to get out FAST...

Looking @ Palladium / Platinum over 5 years platinum has outperformed almost 2:1 ?? So is this a catchup play... I always worry that the catchup may be the wrong way.. The PDL looks overbought to me... not that it can't keep going.. ;o)

The Black Swan



To: energyplay who wrote (29776)2/23/2008 1:34:10 PM
From: elmatador  Respond to of 217543
 
UK economy facing slowdown of uncertain severity and length, although it could be substantial,

guardian.co.uk