Or you could look where it is working, down on the OTCBB where three or four
commodity plays are shaping up for one time at least, long time possibly plays.
UVSE, an oil/nat gas driller on the gulf coast; QMNM, a coal mining operation
nearing a superior metallurgical coal seam, and very close to settling its BK
issues; and HTOG soon to tie-in 12 or more nat gas wells into its own pipeline.
Take your pick. For later in the year keep your eye on CPRK, a copper mining
operation in Utah that is nearing completion of its own on site mill for what
some are calling the largest underdeveloped copper ore location known in North
America. Cheers.

I got stopped out on CHK for the 2nd time this year and decided to go into
Wachovia on Monday. Also bought my first ever call option on it at that time.
Sold it today for over a double. So, that was fun. Also got stopped out of my
Latin American fund in my retirement, so swapped into biotech and healthcare
there. If fund managers are doing the same things I am, then every stop loss
can trigger another and then you can get a cascade toward a sector rotation.

Diversification is the key, so yes you should probably have been holding some
retail and financials...and been adding when the rotation started. Now, IMHO,
is the time to start taking some off and adding to the energy/ag/metals.
Everything gets overdone on the upside and the downside.

probably a financial or two you could get away with as long as you only pick
quarter of your positions leaving room either way...

IMO....
Yes, we are seeing a huge short squeeze/money flow to the financials....
the stocks that werent being squeezed a week ago are getting killed now....
ag, oil,all the usual suspects...
however...bottom line...
financials are still not Profitable...
and those 'other' companies are...!!!
if you were in ahead of last week Congrats!!!
I am viewing cash is better than jumping into banks right here...
and looking and picking at some stocks with ridiculous P/E's right now...

p.s. sorry, but u r asking the wrong people... chris

we need a great big dose of jimmy rogers. i wont believe what any one says, till
he says it. the only commodity expert worth listening to. and cramer should
bring him on the show pronto to straighten this commodity thing out . he is a
perma bull on this and his thesis is spot on. shane....shane....shane...
marco.... marco... chris

well, if youre asking what i think, im already there. mid cycle is working too
(specifically health care).

specifically short the long end of the curve, still short CHK, short the euro
(EUR/USD), long transports, health care, daytrading banks.

its getting a bit streached, but there are times where that is the **right**
thing.

Be careful young man b-4 you rotate over... This may be a set up of smoke and
mirrors. Mr. Market moves slow and funny sometimes. Just when you think you have
it figured out, it changes personalities on you...

This may sound sexist but I have known many females like this...

Value in the beat ups exceeding stock potential of growth sectors, IMHO.