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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Frank Pembleton who wrote (91495)6/12/2001 5:00:42 PM
From: isopatch   of 95453
 
Good day. 9 out of 9 stocks up.

Core PM positions closed nicely. In order of size:

CDE up 8.4% (increased pos size 40% on last wks dip).
KGC up 7.9%
MDG up 3.3%
HL up 10.7%

Adding to PM holdings on dips. But maintaining sizable core positions as was the case in the patch Bull Market of 1999 and 2000.

Defense stocks RTN up over a buck, RTI up nicely and REMC up 13.1%.

LOILY and MWP also up.

PM sector continues as largest portfolio weighting.

Cash 38-40%

Gotta run

Isopatch
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