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

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To: Tommaso who wrote (87756)2/19/2001 5:44:33 PM
From: isopatch  Read Replies (1) of 95453
 
OT/Tommaso. LOILY about 15% of Roth. EEE 10%

and MWP about 12%.

About 62-65% cash there, after selling 4 positions a week ago. So, OK with a few fairly large, positions.

EEE play will resolve in the weeks ahead, leaving only 2 Intermediate to Long Term positions in the Roth.

Lg HGT position remains in the taxable account, with LT partial positions in RTN.B and P, (all favs to add to on significant market weakness).

BTW, those Canadian Rty Trusts are on my LT watch list for possible entry. Thx again for the excellent heads up post on them about a month ago.

Best regards

Isopatch
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