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: ItsAllCyclical who wrote (88598)	3/13/2001 12:10:14 PM
From: isopatch	Read Replies (3) of 95453

Hi Jim. If you use XAU (at all) good idea... to keep one eye on PD. CSFB just downgraded it hold > sell & tanked it. Last look at RT noon ET, she's printed down 3.20 @ 45 3/8. What's your asset allocation: %age long, short & cash? Asked the Dog, but he's not answered. Am about 60-65% cash, no shorts. Lg LT pos in AEM, mod one in HGMCY in upper mid 4s. LT holds like LOILY, EEE, HGT, ERF(recent), plus fractional positions in RTN.B. and a few others. Took ST profits in VPI, FST & CRZO opg yesterday. And right now trying to be patient and let a lot of favs come to me. Ain't easy. Some of these prices gettin' might tempting(g), at least for good ST pops... Regards Isopatch

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