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

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To: isopatch who wrote (88606)3/13/2001 12:34:11 PM
From: Roebear  Read Replies (1) of 95453
 
isopatch,
Good mention on PD, has a large effect on XAU. I pulled back to 40% golds, mostly because I don't have a good read for the BOE tomorrow yet. Plus the fact that I don't mind taking profits.

Holdings are mostly AEM and MDG. AEM has been showing a very good tape the last few days.

OSX needs to hold these levels or may visit 115. I'm also watching for favorites to hit targets to start nibbling.
Also some other sectors look interesting, but no large positions till I get a better flavor for the market.

Best Regards,

Roebear
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