Same Old Story
September 13th, 2005 by BWV
Crude Oil has pulled back pretty sharply from the panic highs set following Hurricane Katrina. My Refinery Construction stocks, of which I’ve sold none, are in pause mode for the moment. These are long term plays, so I’m not even considering selling them here.
In fact, a leader in the group that I missed initially is setting up for a nice low risk entry. I’ll try add some CBI to my arsenal if it moves over 30.50, which could well coincide with another rally in Crude. The real-time alert is set..
Long ENG, FWLT, JEC, URS, TKP; hoping to add CBI to this list..
BWV- in a related play- wanted to get your take on whether timber companies should generate wood? Haf, Esq.
they are right now.. check out JCTCF.. a lumber supplier. i missed the damn entry today
also hearing good things about DEL.. a slower mover than the J-dogg
go on yahoo finance & look up competitors of these 2 for other ideas
No positions in stocks mentioned