so be careful and don't be afraid to stop yourself out. Duly noted and yep I'm not inclined these days to ride them down. That's why I took my lumps in Paramount right away which turned out to be correct. OTOH I've left more profit on the table than I care too this year but then again I'm still making money :o)
I saw the Nevsun over on SI. Like I was saying I think gold stocks are 'normal' now so good is good but everything will be muted by last years standards.
On your energy pricing that would be OK. Energy trusts will be out of favour. Good ones will pay me 13%-15% just to babysit. So once again it will be 'Go Back Jack and Do It Again' - Steely Dan...
I'm not far off your cash allocation right now but still about 25% energy. I found out that 'The Waiting' is NOT the Hardest part (Tom Petty) but the 'Selling' is. My biggest weakness anyway. I did an about face and sold the majority of my Advantage today after a hard bit of thinking this weekend. It was a double not including dividends in many accounts. Man's got to realise how many months of dividends that is (better than 3 years @ 15%) and be realistic about seeing that capital gain profit vanishing. I pulled the trigger on my daughter's NAT last week in low to mid 16's. Held it I think 3 years plus dividends from mid 10's ACB. Another favourite bites the dust LOL.. All that fretting and you know it was such a great release to see the last fill. Didn't nail any highs, just a good price and profit ..
Been following the 'End of the Cycle Debate' on Big Dogs's Thread. I was already getting twitchy but when jimp posted the highland chart showing the steepening fill rate I had deja vu. That was of course exactly the opposite of what I saw that made me go overweight in January. Looks like Jimp is this cycle's 'kinder gentler SOB'..
Not Sleepless in Toronto Kastel
Oh being an 'Assistant' do I have to tune anybody up :o)
Wow! Is the word that best describes the amount of money I made today...but I get weary when the coin comes from the precious metals sector. It's a sign that bad things are coming, although I don't see any of the major indices crossing over the nine #msg-1090439 Still, I'm uncomfortable cashing in big time while a small group of goldbugs are dancing in the streets because of the (potential) carnage.
My biggest % gainer today comes from Moydow, bought it as cheap way to play Newmont, an arbitration -- and it finally started to arb this afternoon, up 20%
No news (is good news?) on Gabriel Resources -- I expected something this morning, yet no news?...but the stock finished up and yes, technically it's still being accumulated as the RSI approaches 50 -- fingers crossed on this one.
Increased my exposure to the gold patch -- by adding Eldorado Gold @ $2.30 and there's isn't anything that I don't like about the chart. I did this because the price of gold finally crossed over the "nine" #msg-1108785 -- some folks would say it's a little soon to get this bullish but I'd rather be in before the 9 crosses the 20.
FNX Mining (FNX-TSX) was halted this afternoon -- then they announced that they're raising C$40 million by issuing 6.21 million shares. Now I understand why this stock was so lazy after announcing some pretty good drill results awhile back - instead of being aggressively bought it was distributed along side its partner Dynatec #msg-1078558
Check out this primer on OBV #msg-954880 It's becoming one of my all time favorite indicators -- an excellent tool when used with Bollinger Bands.
Wi-LAN Inc. (WIN-TSX) I originally had a (mental) stop-loss at $2.80 -- the broad markets are still going up and WIN isn't and now begs the question why I haven't sold this pup? I'm still in the money, since my average buy price was $1.58 -- but I believe it was Warren Buffet that said that his first rule of investing is to never lose money (and his second rule was to never forget the first rule). I need an exit strategy, at least one that will protect my ego from further damage.
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