Industry Groups

Glad to see we were able to get some industry groups established. It would be nice if someone would post a little bit each week on here outside of the meeting in regards to major events that occurred or things to watch out for. Either way, it's still another step forward.

As for the oil debate, it may not hurt to start looking into an oil derivative, whether it be an index like the oil service holders (OIH) or more of a pure play. I can see oil hitting the high $40's for a little bit, but I see it staying more towards the $60 end of the range by summer time, depending on what happens politically in the next couple weeks.

I think we should look into selling off the MWA position and putting the rest of the money in WLT now that the housing market and economy are starting to turn around.

More thoughts later...