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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: CommanderCricket who wrote (56428)12/8/1999 10:57:00 AM
From: Ken Ludwig  Read Replies (2) of 95453
 
With a lot of us having made big (for us)investments in the patch the most important battle is fighting that little worm of worry which is agitated by the tech mania. I've been hit pretty hard (mepx,rrc,glbl,oei,pana,tmr,mhr,mdr, and other poster children of the meltdown) I even bought egeo which qualifies me for the schmuck of the year competition. Never the less I refuse to capitulate in this extreme environment and as I free up more funds will add to the pile, especially in larger co's. Like the "Dog" I believe it's the price of oil (and gas)stupid. I still also remember all those write downs at year end last year. Those assets are not even on the horizon of being in the price of many of the stocks I own here. Sheeesh!
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