Re: Sector allocation

I like the mid tier ones best also. They usually have better stats., can
expand on a % basis more easily, and could be bought by a biggie.

--
Jerry



"Arthur" <nobody.lives.here@xxxxxxxx> wrote in message
news:qbc8l19kcpnb66n43r1kjbht35ar5gh1kp@xxxxxxxxxx
>I suck at timing. I do okay at direction.
>
> Well yes, shipping, but energy demand related wrt oil and fuel
> tankers. Demand is related to price so the tankers tended to track
> oil pricing.
>
> We do have FTO too but not the majors. I was hurt once by XOM so do
> not like the grande guys. I think the mid caps will do better.
>
> a
> =
>
> On Mon, 17 Oct 2005 22:37:51 GMT, "Jerry" wrote:
>
>>You're talking the shipping sector versus the energy sector IMO. I think
>>I
>>saved/made a few bucks by mostly moving out and back in regarding the
>>energy
>>sector. However, the timing was surely not perfect to say the least.


.

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