TAKE-OUT

PKZ

Sold my position of PZK this morning at $65.4. What a rid! Bought at $50, partially stopped out and went down all the way to less than $30, and all the way back to $65. In the end, it netted me a 30% gain for a few months pain and suffering (and some thrill to be fair). I guess it worth it. It would eventually work out when you purchase under-valued properties. With the removal of PKZ, my energy holdings are underweight. I am looking at a few junior names to add, in front of the winter drilling season. I would like to take them when the market corrects a bit more, which is, IMHO, highly likely at this point.

NTSC appears more troubling than I thought. It is very cheap, but no catalyst.