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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Olaf Koch who started this subject11/18/2001 9:56:14 AM
From: Second_Titan  Read Replies (1) of 95453
 
Wow , some OPEC blood in the streets and this thread sees more action in a few days than it had for weeks.

My situation has changed now that I can be more patient, more aggressive and able to add fresh cash instead of being dependent on trading for a living.

I am presently about 40% (no margin) invested in BJS NBR NE PTEN PDS WFT with some calls on KEG NR PGO VTS. I expect to be fully loaded in the same stocks at OSX 55~ if we see it and max margined if and when a turn is sensed.

I have no idea where the Russians will take this, but a few positive words, a cold WInter and an improving US economy and the bottom will be behind us.

With a normal Winter NG will be an issue by February.
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