redbaron

Galleon Group's 50 Largest Holdings

Short eBay, perhaps? I have done so successfully a couple of times in the past, but have no position currently. They report earnings next week, or so I just read; perhaps we won't have long to wait to see how this one plays out.

I need a good short in my portfolio now, given my overall long positions, so may have to give this some more thought. Better think quickly!

Natural Gas May Be Just the Solution for This Economy

Natural gas is a bridge to a future strategy, in my mind, just as T. Boone has suggested. We can use what today looks like a surplus in NG to get to where we need to be in terms of nuclear, cleaner coal, and perhaps even some alternative fuels, if those alternative fuels are ever developed. We need to use the recent NG discoveries prudently, and develop a long range energy plan, to assure USA energy supplies for the future. Natural is the bridge to that future strategy. T. Boone has it right...........and again, I might add. We ought to be listening to him much more closely, IMHO.

Takeover Climate in Oil and Gas

Kurt Wulff is the best analyst in this sector. Listen to him carefully. I have been investing using his advice for several years, and it has been very rewarding. Thank you Mr. Wulff.

In Light of Peak Oil, Financial Diversification Is a Bad Idea

'Are You Diversified?' is a fools game, in this current investment enviornment, as Fitz correctly points out (IMHO). I have laughed at Cramer each night, as he plays this little game, and can say without reservation that those who have followed his diversification game, have not done nearly as well for the past 3 years, as my non-diversified grouping of energy stocks and funds. The question now, however, is 'what happens next'........and the answer to that is not nearly so clear. If the last energy crisis is any guide, energy stocks continued to go up, after everything else turned down, with oil stocks up 60%+ in 1980 alone. Kurt Wulff (superb Oil Analyst, IMHO, mcdep.com), sees some similarities between our current situation and 1980 (election year, energy shortage recognized, high energy prices affecting the economy, etc.), and is still very bullish on oil and energy stocks. I follow Kurt closely, and continue to follow his advice. I recommend him highly. He posts here from time to time, but his advice is free on a time delayed basis at mcdep.com.