In edit, I have so little faith in this rally that I took off EL here at $48.10 for just $.59 and COO at $28.70 for $.58, since think I should be able to get both of these core issues at more advantageous prices. Also took a small $.52 (out at $26.07) profit from that second entry in NEM, back at 78% cash here.
No breakouts, though, I doubt the binney catch will have an impact, people are going to concentrate more on Iraq and the economy. Longer term i may remove an elment of uncertainty and thus allows the stimulus to take hold. Of course, lower crude prices are really what is needed for that.
Zeev