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

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To: Big Dog who wrote (71161)8/18/2000 12:57:51 PM
From: isopatch  Read Replies (2) of 95453
 
Big. Your ytd net trading on a cash basis is especially impressive considering the numerous lg caps on that list. Not as easy to get big %age runs with those as can be found in good high growth sm caps and some mid sized issues. So once again a tip of the virtual hat to you.

Did you see John's post on what appears to be a significant recent pick-up in deep water GOM permitting? Are you seeing the same thing via your contacts? TIA.

And BTW. Definitely hear ya bout the "vision thing"<g>. Those are the only folks really worth dealing with anyway. But, by definition there's always a shortage of the best in any field.

Me? Just hope I can see far as the next buy or sell decision, LOL.

Best

Isopatch
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