On XLF I went with the recommendation of Stephen Leeb with whom I agreed feeling that CDO's were going to cause investors to flee the sector over the next few months. I highly recommend his book "The Oil Factor".
Otherwise, I'm also long 2000 ENER til about October. They are now more than 90% instituitionally owned and I have followed them very closely for about 10 years. With numerous of their key technologies beginning commercialization I look for ENER to be broken into parts in the near future which I think would be about $65/sh.
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