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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: ItsAllCyclical who wrote (52553)10/7/1999 1:01:00 PM
From: Jon Cave  Read Replies (1) of 95453
 
I liked the valuations in the big caps like BR and APC so much that I sold what little positions I had in the small caps like RRC TMR and a few others and bought more of the the big caps. The small caps have actually held up pretty good considering how much the big EnP's have fallen.

I like the liquidity so much better in the big caps and there is significant upside for them. If not for the huge sell off in BR and APC I would be adding to my small caps.

Also adding UPR and OEI to my portfolio.
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