Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: russwinter who wrote (6544)	1/16/2002 8:03:31 PM
From: Frank Pembleton	of 36161

Russ, I lightened up by half on one of my favs today, I was too heavily weighted in Tesco. But I haven't abandoned energy whatsoever - reloaded in Canadian Hydro Developers, this keeps one hand on the Kyoto protocol and the other on a great Alberta based company. By-the-way, news stories are filtering in daily about Ontario's deregulation of the energy markets; there's also been talk about tradable emission credits. IMHO, KHD will score big time on both. Depending how big a killing we make on our gold stock collection, I have every intention of reloading the patch once I (we?) decide the POG has had its day. Regards, Frank P.

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