Strictly: Drilling and oil-field services Message Board

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

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To: Post_Patrol who wrote (62031)	3/13/2000 11:00:00 AM
From: SliderOnTheBlack	Read Replies (3) of 95453

re :<The Patrol sold off all OSX holdings > Cliffie ? ...did that include all your FGH as well (VBG)? Actually, kudo's - for putting yourself out there on the line, now I could see going to 65% "in" and 35% cash; but you dumped it "ALL" ? - why ? I agree to an extent with ringing the register often on these breakouts, but maintaining a core position of at least a partial position. Sounds like you did not rotate to laggads, or other subsectors - majors/integrated - near bottoms etc ? Are you expecting OPEC's production increase to trigger a major blow off, expecting an overall market blow off, or just the more likely scenario - did you guys at the patrol get rolled in a cheap Bahammian flop house and now need the cash for gas money for the boat to bring you back to the US (VBG) ? ...please Cliffe - expound on your turn from perma-bull to sitting Bull in cash ? =============================================================== PS - welcome aboard the good ship lollipop - dabum ! - now, you've just got to convince SargeK - that you aren't I and vice versa (VBG)... PS S: a hint here; don't comment on FGH...unless it's a bullish comment and the stock is up for the day ~

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