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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (10271)12/5/1999 9:34:00 PM
From: Gary D  Read Replies (2) of 15132
 
Justa, re: "BTW, I have decided to put some money to work in the energy sector tomorrow. I see the sector as historically undervalued in some areas. I also see the possibility of Y2K $30 oil for a short time. If not, the worldwide recovery should provide improving fundamentals for selected companies. All this is in part of an effort to diversify away from technology a bit."

I'd be interested to hear what areas you're looking at. I've moved a little into major integrated companies the past month. Right now I don't have any stake in the independent producers or the service companies.
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