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

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To: ItsAllCyclical who wrote (78324)11/9/2000 1:48:58 PM
From: isopatch  Read Replies (1) of 95453
 
Raising cash. Sold my lg RTN.B pos @ $33 vs basis 22 n cng.

IMHO capital preservation is top priority until questions of political instability are resolved. Not short anything, but time to "hunker down" and play it safe till this is over.

Still like Raytheon very much LT no matter who the next Prez turns out to be. BUT it's a lg cap and therefore very vulnerable to program selling if this market gets as ugly as my instincts and experience in this game are telling me it will.

Be real careful out there folks. My guess is the best buys are yet to come.

Isopatch
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