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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: The Ox who wrote (75345)10/2/2000 4:20:41 PM
From: Think4Yourself  Read Replies (1) of 95453
 
There is one big difference between the tech run and the energy run: The energy run is based on earnings and fundamentals, and flies in the face of bearish analysts who know nothing about the industry.

That being said I am not comfortable going on max margin usage now. In February I was comfortable doing that because the energy stocks were ridiculously undervalued. Now many are just very undervalued, and some of the large caps are fairly/over valued. Am looking to add some drillers on any big pullbacks.
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