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Strategies & Market Trends : Strictly: Drilling II

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To: Frank Pembleton who wrote (3319)10/29/2001 11:53:57 PM
From: Cogito Ergo Sum  Read Replies (2) of 36161
 
Hey frank,
Just to recap:

Still holding my Kinross (didn't use two selling opps which would have been a wash so far) call me crazy.
Still hold my GLG, flat.
Old Conoco preferred shares position (my last vestige of Gulf Canada) doing well.
Smidgen of EEE not worth trading in / out. Have you ever looked at Noval's subsequent venture SNG ? I have a smidgen of that too.

As mentioned before I play BAY.TO a bit. I'm in there too. Some company specific good vibes aside from the usual silver observations.

Now in a very looooooow voice LOL I have built up positions in PWI.UN, AVN.UN and COS.UN over the last little while. Will probably add more on dips. I feel relatively comfortable in these now.

Now back to my normal voice :o)
I followed you and Isopatch in for a bit a TEO so I'm waiting for you to give me the sell signal :o) I do follow them a bit because of the technology issue and they have a decently informative web site in general.
Husky ? Well I can wait.

regards
Kastel
a cute and cuddly Canadian

EDIT Looks like I'll need to pick myself a BBDa number now like I did for NT. Let's hope I make some real dough off it this time. No this doesn't mean I'm buying now :o)
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