Comments on Fund My Mutual Fund: Low Expectations for Investment Banks

yes, always an option and one others have mentione...

2008-06-16T17:19:00.000-04:00

yes, always an option and one others have mentioned when we first got into the space.

It does have the benefits you mention. On the other hand many of the producers are priced for natural gas 20-35% lower than current prices so you have that upside. So there are pros and cons to either approach.

http://tinyurl.com/3h8xjt

Here is the chart YTD versus some major producers we own or considered to own - so in theory your bet would of worked "better" but always easier to say that in retrospect. It is sort like buying gold versus the gold miners or oil versus the old producers - one just never knows what will outperform in any 3-6 month time frame. Hence I usually go with a basket approach on most everything; one could always throw UNG in with a few producers.

Mark,I know you are looking for a pullback in Natu...

2008-06-16T16:42:00.000-04:00

Mark,

I know you are looking for a pullback in Natural Gas names in the short term, but in the long term have you ever considered UNG, the fund pegged to the price of natural gas?

Seems like it would be a good way to play the trend without having to worry about the earnings missteps, or ups and downs of individual stocks.

MEE is next in line after ANR.

2008-06-16T15:38:00.000-04:00

MEE is next in line after ANR.

Mark,can you recommend a metallurgical coal play w...

2008-06-16T14:53:00.000-04:00

Mark,

can you recommend a metallurgical coal play with more charting historry than ANR?

thanks

I just use my brokerage for watch listsGenerally I...

2008-06-16T14:28:00.000-04:00

I just use my brokerage for watch lists

Generally I create sector watch lists, from 1 to 50 stocks, and then have them sorted by % return that day. I use Ameritrade but assume any broker can do the same.

Paulin,
AG has surprised me at how weak it has been, but I've pulled back from that sector due to the rising costs of inputs. After all, they make their product from steel and since the Deere warning, I have been trying to keep away from companies that have that issue. That said, I still think its a positive sector and increased demand and higher prices. It has been so depressed it was due for a catch up. But all things being equal I find more safety in fertilizer so I abandoned the equipment makers a while back which turned out to be a good move.

Mark what do you think about AG after the run-up t...

2008-06-16T14:13:00.000-04:00

Mark what do you think about AG after the run-up today? Is the market playing catch-up?? its has a goood breakout today...

I was about to ask the same question. I found"stoc...

2008-06-16T14:12:00.000-04:00

I was about to ask the same question. I found"stockcharts.com" as great. But its a paid service...
Mark, can u recommend any?

Hey mark, what program do you use for your watchli...

2008-06-16T13:57:00.000-04:00

Hey mark, what program do you use for your watchlist?

I currently use Google, but it is crap.

Can you recommend any good freeware/shareware programs to keep track of stocks and stuff?

Thanks.