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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: Big Dog who started this subject	4/28/2001 7:37:13 PM
From: Second_Titan	Read Replies (1) of 206352

I see PDE got a plug from a money manager in Barron's this weekend. PDE is my largest holding by far today. I am not sure what is holding it back , but it should be trading $7 - $10 higher to be valued similar to its peer. Lets see how the deepwater focus evolves, I have a variety of positions that will get reduced during the next run up and I may end up being more heavily loaded in PDE. One of these days PDE is going to get jammed with money flow and it will be to late to buy in. Look at RIG it has been lagging for months. Now it and DO are trading at the highest multiples of 2002 earnings in the group.

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