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It's time to sell the semiconductors again and buy energy stocks. I expect
most of the semi stocks to begin a decline in the next two days. Puts on the
SMH are reasonable and a good way to play the move.
A number of Natural Gas trusts are also moving into a buy window. Last month
I made 10% trading these stocks - and if they don't go up, they pay a 10%
dividend monthly.
Jim White
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