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

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To: Frank Pembleton who wrote (91535)6/14/2001 12:54:52 PM
From: Frank Pembleton  Read Replies (2) of 95453
 
Good Day!

Gold moving nicely today, might just get that opportunity needed to lighten my holdings in Miramar. As crazy as this sounds, I was paging thru the prospectus of my PM mutual fund last night and low and behold; it doesn't hold any Kinross either...

There a couple of O&G juniors on my watch list that are getting kicked pretty good these last couple days, if I can them at 2X cash flow (calculated at $20 per bbl) I might just take some small positions. I still like O&G service sector, as long OPEC doesn't break down thru this shoulder season... -- my 2 baggers will be 3 baggers.

Regards
Frank P.
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