Value Microcaps Motherboard

[roguedolphin]

Oil/energy stocks....this sector comprises the bulk of my 20% invested positon. I still believe in the long-term story.

Wish I would have taken some off the table recently but am looking to buy into this weakness to add/build to positions. They are very oversold right here but it is a bit like catching a falling knife.

I'm watching the majors (XOM) Exxon-Mobil and (CVX) Chevron Texaco here as well as the Oil Index (XLE) as possible buys soon. (PCZ) Petro-Canada is a compelling large cap oil/energy value on further weakness.

I will probably be building a position in those majors and possibly hedging the whole portfolio of mine with short QQQQ or DIA or SPY if I can "finesse" that.

Gold/silver and or the gold equities/resource equities are intrigueing also.


Rogue