Zeev's Turnips Patch-No Politics (ZEEV)

[cy esp]

Joe, I still have some WMB at 1.52 from Oct 2002. I think nat gas prices and the Barrett acquisition bailed them out. I'm nervous about the SHORT term prospects for energy and am lightening up a little. Still have over 60% exposure if it resumes the up ramp now, and can load up if stock prices dip. My portfolio was up over 35% in 2004 and good gains so far this year, don't want to give it away!

Just sold part of my ERF 38.2, +1.2.