2 replies to this topic

[hiker]

John (Jnavin)..read your blog and your comment about sticking with trading resource stocks during the next few mos. not sure if materials stocks are of interest to you in this "resource" category some broader definition of the sector than simply metals has me including these on my list: strong trends in play for these, to name a few RIO..has been struggling to overcome horizontal Resist. MLM..actually classified as an industrial goods play but heavy on materials YZC..the Chinese coal play is on a tear this year...now testing long-term horizontal Resist. here is my complete trading list for basic materials and some energy-related plays...some are near the 52-wk highs...no pure precious metals plays on this list ranked by Friday's % gain - Name Symbol Last price Change Mkt cap Volume Open High Low P/E China Petroleum & Chemical Corp... SNP 84.90 +3.98 (4.92%) 73.61B 558,400.00 82.78 85.07 82.78 12.88 Lundin Mining Corporation LMC 34.00 +1.57 (4.84%) 3.21B 219,400.00 32.66 34.11 32.63 13.39 Petroleo Brasileiro S.A. (ADR) PBR 94.59 +3.66 (4.03%) 103.72B 3.20M 91.95 94.81 91.07 7.96 Norsk Hydro ASA (ADR) NHY 29.33 +0.98 (3.46%) 36.11B 165,800.00 28.76 29.39 28.74 11.74 Oceaneering International OII 38.95 +1.13 (2.99%) 2.11B 959,900.00 38.30 39.23 38.07 18.20 Reliance Steel & Aluminum RS 38.83 +0.98 (2.59%) 2.93B 664,500.00 37.76 38.93 37.69 8.03 Idaho General Mines Inc. GMO 2.83 +0.07 (2.54%) 117.39M 63,100.00 2.77 2.83 2.73 -7.44 Marathon Oil Corporation MRO 87.17 +1.99 (2.34%) 30.64B 3.17M 85.82 87.17 85.14 5.75 Companhia Vale do Rio Doce (ADR) RIO 30.12 +0.66 (2.24%) 72.78B 7.70M 29.51 30.38 29.40 11.62 Great Northern Iron Ore... GNI 116.50 +2.50 (2.19%) 174.75M 4,100.00 115.50 117.00 114.60 12.46 Exxon Mobil Corporation XOM 73.53 +1.57 (2.18%) 428.86B 23.91M 72.50 73.63 72.20 11.02 Bodisen Biotech, Inc. BBC 4.93 +0.10 (2.07%) 90.27M 149,700.00 4.80 4.98 4.80 6.76 Chevron Corporation CVX 72.32 +1.40 (1.97%) 157.66B 9.98M 71.33 72.39 70.80 9.06 Sociedad Quimica y Minera (ADR) SQM 127.00 +2.05 (1.64%) 3.34B 25,500.00 124.70 127.50 123.69 29.07 Teck Cominco Limited (USA) TCK 69.13 +1.01 (1.48%) 14.90B 151,000.00 68.43 69.41 68.00 8.02 W.R. Grace & Co. GRA 21.12 +0.30 (1.44%) 1.44B 717,200.00 20.83 21.33 20.69 110.47 SunPower Corporation SPWR 42.48 +0.58 (1.38%) 2.96B 721,222.00 41.78 43.54 41.14 N/A Allegheny Technologies... ATI 91.56 +1.20 (1.33%) 9.22B 2.03M 90.36 92.00 89.75 17.53 E.I. du Pont de Nemours &... DD 50.84 +0.44 (0.87%) 46.76B 4.33M 50.64 50.98 50.46 19.28 Air Products & Chemicals, Inc. APD 71.26 +0.59 (0.83%) 15.46B 673,700.00 70.92 71.50 70.57 22.20 Kodiak Oil & Gas Corp. KOG 3.75 +0.03 (0.81%) 281.13M 284,900.00 3.70 3.77 3.60 75.00 Monsanto Company MON 54.31 +0.30 (0.56%) 29.52B 2.14M 54.16 54.46 53.84 43.10 Enterprise Products Partners... EPD 29.13 +0.12 (0.41%) 12.61B 386,600.00 29.02 29.24 29.01 24.11 Sigma-Aldrich Corporation SIAL 38.76 +0.15 (0.39%) 5.11B 666,515.00 38.44 39.00 38.20 19.98 Potash Corp./Saskatchewan (USA) POT 143.60 +0.50 (0.35%) 14.96B 866,800.00 144.00 144.95 142.82 26.74 Martin Marietta Materials, Inc. MLM 110.90 +0.25 (0.23%) 5.01B 966,000.00 110.60 111.87 110.25 22.42 Kaiser Aluminum Corp. KALU 60.50 +0.03 (0.05%) 1.24B 251,153.00 60.50 60.60 60.10 N/A Albemarle Corporation ALB 72.70 -0.11 (-0.15%) 3.45B 201,700.00 72.62 72.99 72.20 31.39 Aber Diamond Corporation (USA) ABER 34.91 -0.14 (-0.40%) 2.04B 19,210.00 35.12 35.31 34.89 19.07 Praxair, Inc. PX 61.70 -0.26 (-0.42%) 19.92B 1.50M 62.10 62.17 61.43 21.77 Contango Oil & Gas Company MCF 20.25 -0.13 (-0.64%) 304.15M 94,900.00 20.38 20.80 19.95 -405.00 Energy Transfer Partners, L.P. ETP 50.70 -0.39 (-0.76%) 6.94B 476,300.00 50.06 50.85 49.05 16.10 The Mosaic Company MOS 21.70 -0.24 (-1.09%) 9.51B 1.62M 21.94 22.20 21.69 -62.00 Spire Corporation SPIR 8.43 -0.13 (-1.52%) 69.29M 22,463.00 8.50 8.83 8.25 -8.43 Lubrizol Corporation LZ 49.07 -1.36 (-2.70%) 3.38B 575,000.00 49.20 49.82 48.76 29.53

Edited by hiker, 20 January 2007 - 02:59 PM.

[PorkLoin]

Even with poor beaten-down crude oil the oil stocks are really not looking that bad, diverging positively -- one more thing that makes me think an oil bottom might be near. Doug

[Jnavin]

Hiker: thanks. That material is right on the money. So to speak. Appreciate your work. I'm starting with silver stocks and I'm also looking at everything from ADM to FRG and even DBC. I'll be posting more next week, but I'm caught up in some non-trading situations for the next few days.

Edited by Jnavin, 20 January 2007 - 03:37 PM.