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

To: Jacob Snyder who wrote (147701)	3/22/2011 2:36:14 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 206087

Short Ideas, to hedge long oil/natgas/uranium positions: UAL or FAA airlines Message 27217886 KLIC semi-equip Message 27073509 solars (hi-debt lo-margin: CSIQ, STP, SPWRA, LDK) HYG, corporate junk bonds Message 27223338 MUB, muni bond ETF Message 27221321 NFLX, Netflix Streaming videos on the net, has low barriers to entry. It will be a commodity, with low margins. Amazon, Facebook, or someone else will provide an equal service, and NFLX stock will collapse. In addition, this go-go kinky cloud stock will get dumped, whenever investors flee risk. disclosure: closed my short positions last Thursday; planning on reloading shorts on any market upmove.

To: Jacob Snyder who wrote (147701)	3/29/2011 2:19:03 PM
From: Jacob Snyder	4 Recommendations Read Replies (1) \| Respond to of 206087

CCJ: sold to get out even. Reasons: 1. The chart looks like a classic "broken stock": gapped down, plunged below its 200dma, rallied back up to the 200dma, failed to get above it, and continued on down. This often indicates the beginning of a LT downtrend. 2. The Japan mess looks like it's going to linger for months. They have averted a Chernobyl, but are failing to contain the spread of radioactives. In particular, the presence of plutonium outside all containment, is a very bad sign. 3. The S&P500 is overdue for a 10% correction, or more. As a risky stock, CCJ will go down more than the market, on any downturn. As the S&P500 gets closer to its triple top level of 1550, I become steadily less willing to hold hi-beta stocks. 4. I will continue to follow the stock and industry. I still think the nations with plans for big buildouts (China, India, Russia, S. Korea), won't abandon those plans. If I'm right, I'll get a chance to buy back at lower levels. If I'm wrong, I've missed an opportunity. Either way, my capital is intact.