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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: ItsAllCyclical who wrote (57227)12/21/1999 6:02:00 PM
From: Douglas V. Fant  Read Replies (2) of 95453
 
JimL, Agreed. And let's see AGA Gas figures too.... I sold 60% of my large e&p stocks here; held all of my small cap e&p's.

I'm trying to catch a little dip in the large caps pre-Y2K. Small cap e&p's are relatively cheap versus their earnings potential IMO now and probably won't see much of a Y2K-related dip IMO since they do not carry the burden on refining assets like the large majors....
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