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Gold/Mining/Energy : Arcon Energy (MIDL Presently) The Ultimate Sleeper
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To: Islander who wrote (1517)5/29/1998 3:53:00 PM
From: Jay Lowe   of 4142
 
I think those who "get it" about the "P" have already stocked
up in anticipation of the day. I would like to buy more, but
I've shot my wad and buying more would unbalance my portfolio
and break my distribution and liquidity rules.

P" is a great deal, but not liquid. It's not the sort
of thing I would want to place on margin.

I think the smart players have already taken their positions.
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