Secular Trends Positions Review

Took some more off the table on Friday, don't want to be too greedy. Silver is due for a 10% correction who knows when Blythe and the "coven" will attack next. AGQ's will correct more than 20% if and when that happens. I had written that if Silver holds 42 then we'll see 45 before we ever see 40 again, so the next stop is 45 and then 42.5-43 will be support as we push towards 50 by mid-May. Then the seasonal factors set in and after a correction we should go sideways until third week of August.

Got Stopped out of HAL last week for a 8% loss. 

Core holding in STP (seculartrends portfolio), multi-year move expected.

Added this @ 28.21, seems to be working out so far. Although i expect Crude to go much higher the dynamics are different than food and precious metals. People can fly less, car pool or drive less (cut consumption) or they will just pay more, the rest of the world except the oil rich countries pay more for oil maybe we get used to it here in the US. Wait and see. For now this is just a trade.

Added at 22.10, looks okay so far, 5% stop below purchase selling at 26 range.

Core holding, buy near 150, you may get another chance before June.

Just waiting for this one to explode higher, will add more on next dip below 20dma.  Target is 3.

Core STP holding, for anyone who missed the more to 42, NOW is the chance. We are right at the 150dma, next stop 39, then 42. Don't forget to put in a stop slightly below the new buy.

Core holding up about 5%, reported earnings that disappointed the street sold off a little. Great buying op right at the 150dma, Indian is a Secular bull market. This is a great company do you homework, don't get shaken out. 

Added at 19.25, above the 20dma, STP core holding. resistance at the 150 but it should clear it on the next attempt, not to late to get on board. See my post on Indian Infrastructure and as always do your own homework.