tag:blogger.com,1999:blog-2335748440449035592.post7409986379750901992..comments2008-08-15T16:09:47.479-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-2335748440449035592.post-86793557538542820032008-08-15T16:09:00.000-04:002008-08-15T16:09:00.000-04:00mark UNG is such a great low risk buy.<BR/><BR/>I just had a presentation by a gas co associates on how there's massive support at $7.00-$7.60 because of 2 separate economic factors.<BR/><BR/>And it is cyclical..with lower prices drilling will stop and in 6-12 months lag prices will go higher...and you're talking like 50-100% upside. and no more than 10% downside....and if T boone gets his way there will be massive nat gas demand.<BR/><BR/><BR/>I just say it because i don't see ANYTHING else in this market short of cash that has like a floor only 10% below and a likely 50-100% upside. Nat Gas is still 50% cheaper than oil...still<BR/><BR/>GASX 7=oil BTW gas is like $56/barrel on BTU basis<BR/><BR/>fwiw i had to mention it/share it somewhere.soccerbill8http://openid.aol.com/soccerbill8noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-49767708574310162782008-08-15T15:49:00.000-04:002008-08-15T15:49:00.000-04:00Coal is actually holding up quite well today<BR/><BR/>Fertilizer, not so much<BR/><BR/>XTO is holding up despite nat gas selling off etc<BR/><BR/>think we could have that counter trend reversal at least. Maybe not sustained, but something.<BR/><BR/>How much farther can we take JCPenney up on "we think the next year and a half will suck" ? ;)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-3136605135484893242008-08-15T15:46:00.000-04:002008-08-15T15:46:00.000-04:00dollar is hitting major resistance and gold/commodities are nearing major support.<BR/><BR/>Perhaps next week we'll get a glimpse of if commodities will be dead for another several months or if they storm backsoccerbill8http://openid.aol.com/soccerbill8noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-56421089332842010442008-08-15T15:42:00.000-04:002008-08-15T15:42:00.000-04:00I have not changed my outlook on coal or fertilizer<BR/><BR/>But I won't stand in front of a freight train and lose 5-8% every day.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-77125459701161496482008-08-15T15:33:00.000-04:002008-08-15T15:33:00.000-04:00According to research from Sinolink Securities China's coal demand is to reach 2.69 billion tonnes this year and 2.83 billion tonnes in 2009. Mr Lijing analyst with China Minzu Securities said that coal price rally has seemingly run out of steam as a result of disruption in down-stream sectors and plummeting global coal and crude oil prices. Domestic thermal coal, coking coal and prices are set to rise further in the second half given the tight market supply. <BR/><BR/>what's your outlook about coal?Oahttp://www.blogger.com/profile/10424050777432171060noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-52746433122595805972008-08-15T15:09:00.000-04:002008-08-15T15:09:00.000-04:00You could be on to something there...TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-20077151117970069522008-08-15T14:07:00.000-04:002008-08-15T14:07:00.000-04:00hey mark,<BR/><BR/>QID is turning ..Oahttp://www.blogger.com/profile/10424050777432171060noreply@blogger.com