I have a slight overweight in traditional energy.
Due to the sell off, I have been able to accumulate an overweight in
alternative energy as planned http://www.mitbbs.com/article/Investment/30354832_3.html:
batch total
gex 1
pbw 1
qcln 3
nlr 2
a company I like: 3
Near term risk: I still think oil may visit $80.
Long term outlook: As explained in my previous post http://www.mitbbs.com/pc/pccon.php?id=2626&nid=26818, I am bullish on the
long term supply/demand outlook for traditio