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: Roebear who wrote (92495)	7/18/2001 12:50:39 PM
From: SliderOnTheBlack	Read Replies (2) of 95453

Roebear re: portfolio weightings fwiw... Long: Gold/Silver Miners: 40% OSX Drillers: 3% (mainly calls as a partial hedge to my NG shorts - may add to 10% max here on weakness) Short: Nat Gas E&P's: 25% - haven't covered a single share yet & may get a Driller/call DCB while NG E&P's cont their decline if I'm lucky. Broad Market Stocks (Homebuilders, Fincnl's, tech) - 7% CASH - 25% ...I had 10-15% of my cash ready at approx XAU 45/48 waiting... wanted $3.75 GOLD, $4.75 HGMCY, $16.75 NEM etc. At times I've been more short than long of late fwiw.

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