Tuesday, November 21, 2006
Sector Spotlight: Energy
In little less than a week, the weather in NYC has gone from tropical to artic cold. With the bulk of the psychotic winter weather ahead, I can't help thinking about oil/gas stocks.
For months, oil/gas stocks have taken a back seat to high multiple tech's. However, the natural speculator in me feels that if NYC weather stays frosty, then I ought to be positioning, now, in a few oil/gas stocks.
Currently, my largest oil holding is VLO. However, I also have positions in GMXR,UPL, SU, VSE, NGAS, CEO, TSO, CHK and SWN.
Aside from oil/gas:
The market looks like it's setting up to run higher. I am noticing strength in Gold, Steel, Internet and Wireless stocks.
Bottom line: Oil/gas looks like the leader today. But, don't count out the techies from making a late day run.
NOTE: MVIS turning around today. And, please take the new "Fly Survey." Are you Bullish or Bearish on the markets?
The following Energy stocks have mojo:
USEY +9%
PEIX +7.2%
SYNM +4.7%
EPEX +3.5%
IOC +3.4%
ERF +3.4%
NGS +2.7%
For months, oil/gas stocks have taken a back seat to high multiple tech's. However, the natural speculator in me feels that if NYC weather stays frosty, then I ought to be positioning, now, in a few oil/gas stocks.
Currently, my largest oil holding is VLO. However, I also have positions in GMXR,UPL, SU, VSE, NGAS, CEO, TSO, CHK and SWN.
Aside from oil/gas:
The market looks like it's setting up to run higher. I am noticing strength in Gold, Steel, Internet and Wireless stocks.
Bottom line: Oil/gas looks like the leader today. But, don't count out the techies from making a late day run.
NOTE: MVIS turning around today. And, please take the new "Fly Survey." Are you Bullish or Bearish on the markets?
The following Energy stocks have mojo:
USEY +9%
PEIX +7.2%
SYNM +4.7%
EPEX +3.5%
IOC +3.4%
ERF +3.4%
NGS +2.7%
Comments:
<< Home
What is the deal? I took survey and get a "free laptop ad"
Is this for real?
Hal@davisnelson.com
I realy enjoy your site.
Is this for real?
Hal@davisnelson.com
I realy enjoy your site.
# posted by 
: 10:43 AM
: 10:43 AM 
Those were some good fades you mentioned there. I am looking forward to the next mojo list so I can fade those too. :)
When it comes to oil stocks, just look at uso and ask yourself, do I want to be long that complex right now?
When it comes to oil stocks, just look at uso and ask yourself, do I want to be long that complex right now?
# posted by : 1:41 PM
: 1:41 PM
My positions are holding.
The "mojo list" is not a recommendation list. It represents the most up in a particular sector.
And, to answer your question: Yes. Oil represents 10% of my weighting.
Just in case you want to say anything cute: Let me hit you with a preemptive fuck you.
The "mojo list" is not a recommendation list. It represents the most up in a particular sector.
And, to answer your question: Yes. Oil represents 10% of my weighting.
Just in case you want to say anything cute: Let me hit you with a preemptive fuck you.
Broker,
Which one/two of these oil/gas has the most upside? GMXR,UPL, VSE, NGAS, CEO, TSO, CHK and SWN.
Thanks!
Which one/two of these oil/gas has the most upside? GMXR,UPL, VSE, NGAS, CEO, TSO, CHK and SWN.
Thanks!
# posted by : 2:00 PM
: 2:00 PM
Thoughts on CLF? Looks a little expensive. Saw you mention it yesterday. ERS has gone up lots in last 2 days (very crazy stock!)
Post a Comment
# posted by : 2:05 PM
: 2:05 PM << Home
