Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Crimson Ghost who wrote (239)	8/20/2001 10:37:00 AM
From: isopatch	Read Replies (1) of 36161

George. Agree on holding those core gold stock positions. I'll swing on a few positions. But for the most part, just too many pitfalls trying to ST the bulk of the portfolio in a market that's not only overall thinly capitalized compared to other sectors, but subject to political manipulation and quite sensitive to transitory news events. I've found myself using less TA in my gold work than in any other sector. Been going with about 90% FA since March with much better results. What's your read on the higher lease rates in the context of the COTs? Best regards, Isopatch

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