Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Frank Pembleton who wrote (4006)	11/15/2001 11:22:40 AM
From: isopatch	Read Replies (1) of 36161

Hi Frank. Amen to that. Consider myself lucky to have to have sold all my NEM Mar calls last week, at 4.60 for a small gain. Also cut back KGC to a moderate size core position in lo 80s and KRY to a small position by selling 1/3 @ 1.58. But in retrospect? Sure. Would have been even better to have blown it all out. But unlike certain other threads we don't rewrite history here. But to be honest, now focusing on when to reload. Some great deals in golds and the patch going to be begging for buyers between now and year end methinkin' for a real nice cold weather rally in Jan/Feb ala Roebears forecasts. But for now? Thank the good Lord for that ton of medium grade corp fixed income I bot the past 4-6 weeks! Big drop in energy prices is going to close that yield spread between treasuries and corps faster and sooner than even "the fixed income Iso-bull" had imagined! Man! This is really something! Isopatch

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