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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: isopatch who wrote (89337)3/27/2001 8:50:50 PM
From: patron_anejo_por_favor  Read Replies (1) of 95453
 
Iso...yes, I bought Sunoco last week. I also like Ashland and Valero among the refiners for basically the same reasons that I like Sunoco. Refining capacity remains the choke point in gasoline productiion...and summer is a-coming. If the economy doesn't fall into the tank completely or the deterioration is slow over the next few months (which I don't exclude due to the pace of the reduction in Fed Funds and in the subseq record mortgage refi's), they will all do well.
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