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Strategies & Market Trends : Strictly: Drilling II

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To: Cogito Ergo Sum who wrote (8437)2/27/2002 2:13:43 PM
From: Louis V. Lambrecht  Read Replies (2) of 36161
 
Kastel - Dunno, late convert (from Dec 17) and playing caboose.
My PM port is up 30% since then. Dropped 25%ish twice, was 30%ish up three times. Anyway, paid in excess of my new car.
Still a LT port, no trading positions yet (maybe never <g>)
Depends on the pizza boy.LOL.

Keeping powder dry for this Summer, most probably oil services.

Also eyeballing pre-cyclicals in the event of an recovery.

And fast food restaurants, if hard-landing.
Is there a food-stamps co. traded somewhere? <vbg>
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