Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Frank Pembleton who wrote (9716)	3/21/2002 9:00:51 PM
From: TrueScouse	of 36161

Frank: Your reasons for not holding SWG are all good ones --- which just goes to show that investments must fit your personal style and risk profile. However, I've decided that it fits in well in my pf, precisely because it's a play on several resources -- not just the pms. It has underperformed over the past year or so, but I remember it moving very fast to the upside a few years ago precisely because of it's lack of liquidity. So I'm fairly confident that it's a reasonably safe piece of my pf -- but meanwhile, if I'm patient, I think it has huge upside potential. But they're all risky of course -- wherein lies the potential reward! Best regards, Howy

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