Well the first trading day of the year is behind us and the Dow/Naz are down 1.5%/2%, respectively…..yet my little portfolio is up 2.6% today. Heck, even NG and crude closed lower today yet my energy holdings (plus PMs) kept me nicely in the green almost counter-intuitively. I think this may be a clue about where money is being deliberately deployed early this year by the big boys. Among my holdings, the following had nice days in particular:

ATW 4.5%
CHK 10%
FCEL 12.5%
KMI 2.4%
ORIG 3.7%

I’m seeing many charts in the NG space that look like CHK, suggesting Dec may have been a bottom in at least portions of the sector giving longer term investors a really nice entry opportunity. I’m already up 26% on CHK in just a couple of weeks. We’ll see if the trend continues……I’m kind of liking being an “investor” so far this year 😉

CHK