Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Roebear who wrote (4067)	11/16/2001 11:48:54 AM
From: Frank Pembleton	Read Replies (2) of 36161

Roebear, you've almost answered your own question (if you isolate those two companies) by using the big/small ratio -- which BTW, they've done the work for you (.425 vs .426) the reason I never answered you originally is because (a) too many darn variables to your question (b) because the XAU is comprised of zinc, copper and companies that use hedging therefor I don't see it as reflection of anything meaningful, I simply don't watch it. The reason it's listed on the SDII watchlist is because it was requested -- otherwise it wouldn't be there... Regards Frank P.

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