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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Sweet Ol who wrote (92582)7/19/2001 8:01:34 PM
From: Art Bechhoefer  Read Replies (1) of 95453
 
John, I browsed the link you provided and saved the address. It looks quite interesting, but it will take some time to go through the research. There ought to be some real opportunities to come at this from a different perspective. Simmons' background is more conventional than mine. He has a MBA from Harvard; I have a MPA from Univ. of Michigan, with a doctorate in Urban & Regional Planning, after which I headed the energy conservation research program at The Urban Institute in Washington, DC (a think tank that has a slightly left of center orientation). However, my views on stocks come from over 45 years of active investing, the last 20 of which have been spent directing the oldest computer accessed, interactive investment advisory service.

Art
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