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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: isopatch who wrote (85801)1/31/2001 4:47:04 PM
From: excardog  Read Replies (2) of 95453
 
iso

I continue to hold a chunk of LOILY. Would imagine earnings should light a baby fire under her. I missed all the hoopla around here I guess regarding earnings comps etc.

Did a lot of reading while I was away and Wall Street expects declines in earnings for the sector of 10% in Q3 2001. Until these feelings change I would agree with those that tend to think the big caps will not retest their highs.

So with that in mind I continue to play in the shallow end of the pool and only buy the odd balls.

Best
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