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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Heretic who wrote (57226)12/21/1999 3:00:00 PM
From: ItsAllCyclical  Read Replies (3) of 95453
 
Bought more VPI, PXD today. Downside is limited here. Between cold weather and y2k builds the next two API/DOE reports should be quite good. Add to that potential y2k distruptions. Even the street.com is talking about overlooked value in the oil sector (APA). Last time they talked about SLB it proceeded to go from 55 to 68 almost in a straight line.

It's worth going a little on margin here imho.
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