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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: SliderOnTheBlack who wrote (51150)9/15/1999 9:08:00 AM
From: Think4Yourself  Read Replies (1) of 95453
 
The "rising tide" saying should really be:

"A rising tide lifts all boats, but boats with holes in them don't rise as fast, and can still sink (and hopefully the rising tide isn't being caused by the arrival of a class 5 hurricane ;-) )."

I REALLY liked the following paragraph from that article:

"This is a time to be a stock picker; and to perhaps not have as broadly a diversified portfolio as one might normally have.It is also a time to look at the companies & stocks that are under the Institutional Radar Screens for the most part - the small caps. There are valuation anomalies here; as well as stocks that have dramatically rising fundamentals, or individual event driven stories; those are the stocks to own in times like these; and owning them here, will open up dramatic opportunity later when the OSX enters it's fundamental sweetspot of ownership & trading."
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