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: Crimson Ghost who wrote (75349)	10/2/2000 5:12:02 PM
From: isopatch	Read Replies (2) of 95453

Looks like we have a similar market read, George. Have added some to my gold stock positions recently. BUT continue to stay with a strong over weight in the NG E&Ps, a few select OS and infrastructure plays that have a ways to go yet. See them among if not THE leaders in the next rally phase Hays is talking about. Even if that rally fails to materialize, and we end up with more sideways action, stock picking is clearly more important than last year and early this year for those who want to outperform the sector indices. Isopatch

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