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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Brian P. who wrote (56188)12/6/1999 3:57:00 PM
From: SliderOnTheBlack  Read Replies (3) of 95453
 
BrianP - if you want to become famous - short your techs & margin your Oils...

We'll be reading about how you became the next Rainwater...

Rory; this is exactly the reason that one has to stay focused on reality and not what the rest of the market is, or is not doing.

We have mid $20's crude with strongly declining supplies and strongly growing global demand - that is basically all we have to know...

Add to that, that the E&P's are selling off to levels reflective of $1.80 gas & $15 crude - and you simply have to believe the numbers, stay focused on the story, be patient and "know" that reality will return to the market place, sentiment will turn favorable to the oils again - allways have, allways will...

Believe the story, trust the numbers and buy/leverage the hell out of the Oil's...

end of story.

OEI a gift, UPR, PXD, NBL APA et al...
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