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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Art Bechhoefer who wrote (92402)7/17/2001 10:38:57 AM
From: Box-By-The-Riviera™  Read Replies (1) of 95453
 
those are extreme examples don't you think? and in a fundamental sense undercut your own strategy.

and if you are managing money for others, let alone your own, do you not have an obligation to sit on your computer every day, if that's what it takes? After all, you are being paid to do that, no?

If you applied your long term view to classic down periods historically speaking in the markets generally, you'd be locking your clients into an investment strategy potentially quite dangerous, no?

Conversely, you do not appear to be offering the idea of franchise and return either vs. buy and hold over buy a compelling value and sell it when it is no longer compelling... no?

If the cycle for oil, as some suggest, all other things coming true, is deeply downward at the moment, where is your compelling argument on behalf of your clients?

Apologies in advance if I have misunderstood you.
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