Replies to post #5669 on Mostly: Classical

[amarksp]

currently, I favor natgas over gold... specifically, I believe natgas and oil will rise 25% before gold does.

to wit:
natgas from $4.80 to $6.00 before gold from $400 to $500

in addition, natgas stocks selling at under 15PE ratios while gold stocks selling at 40+ PE ratios.

that said, junior gold stocks make over 60% of my portfolio now because I hate paying capgain taxes and still believe my junior gold stocks will continue to do well. will continue to divest gold shares and buy natgas shares, especially when Jan 04 comes around and POG exceeds $410.

FWIW, follow robry posts for timing natgas stock purchases and his model recently switched to buy about 2 weeks ago... Will sell most of my natgas stocks when his model turns the other way...

[KastelCo]

Hi nsp,
I'm close to amark's view for now. I'm about 30% energy bearing in my I've some longer term income producing trusts in there which would be more than half of that. I started building it back up a while ago with trust purchases and recently with some spec plays. 35% PMs.. all juniors. Balance in everything from soup to nuts... Wheat, trucking, logistics, education, power generation, Asian ETFs, Chinese telecom..