Prof. Walsh

XTO Keeps Expanding with Acquisitions and Increased Production

Mark please see my 5/30 comments to your article at that time; adding to my long position at the 75 day EMA (i.e. $ 62ish May 27th) was a no brainer. Keep it simple folks; Bobby S. is a winner he will be doing a deal on his death-bed boots and all. I will take 2/3X the growth rate at a multiple near the S/P mean anyday of the week!

Agree the pullback is coming-TSO in my crosshairs (hhmm Russ Winter writing covered calls ?)

Going Back to Natural Gas

p.s. for us XTO longs, the 3-month chart is suitable for framing however if that double-top fails its because the entire sector gets hit.
goodweekend to all thanks Mark.

Going Back to Natural Gas

I have owned XTO for many years, betting against it and Bob Simpson is a loose/loose. I can read a chart like the next-guy (desks buying today at $ 62/75 DMA) but the recent Bakken acq. is textbook Roberto!

$ 56-$ 58 range and will be loading the boat for my clients!

If one is heavy into R.S., CHK may be a better play (I dont own).

Stay Clear of Traditional Asset Classes

Mike as a former elected-official in Silicon Valley and executive of a large biotech firm in Palo Alto I agree with your health-care related comments via first-hand experience; please let us know when your book comes-out thanks again.

Stay Clear of Traditional Asset Classes

Mike well-written piece thank you. Interesting how I stumbled upon your work noting I recently entered into a modest position in PFE last week via my taxable account. Since I recently inherited physical P.M.'s via my fathers passing I dont invest in miners even though I have traded MRB recently for a quick double. Long-positions per my IRA include XTO and it's "quasi-trust HGT;" tha latter breaking through a key resistance area of $ 30.60 on strong volume last week.
I also own soverign debt in this account (e.g. C.E.F.'s like AWF and lower beta M.F.'s like TEGBX for the wife).
As for other currencies like the Swiss Franc, would like to see if the greenback can regain a 74 handle before establishing a position.