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

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To: stevedhu who wrote (66524)5/18/2000 2:29:00 PM
From: jim_p  Read Replies (3) of 95453
 
Steve

If I knew that I would be rich. But I do feel the momentum in the market is still up. I would maintain my core position in the OSX stocks that have not run up as much (DO, RIG, TDW, HAL, BHI, VRC and, FLC) and concentrate on stocks that are either laggards or are leveraged. The leveraged stocks are now looking safer as we get later in the cycle. They had more downside in a bad market, and they will have more upside in a good market. (FLC, PKD and XTO are good examples)

Jim
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