Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Louis V. Lambrecht who wrote (10318)	4/1/2002 7:43:45 PM
From: Frank Pembleton	Read Replies (2) of 36161

Yeah, a rotate into quality. We'd be considered delusional if we ever tried to quantify the upside in this sector -- small, illiquid and explosive? ... I guess ... Those are pretty much the reasons why I haven't strayed too far from this sector. I have a dislike for not wanting to play the oilpatch ... I live, I work and I breath the oilpatch, it's a un-Alberta thing for me not to be invested in the 'patch especially with oil at $27 per barrel. But then again... I do see the POG as a once-in-a-lifetime opportunity and since I've never been a goldbug - this is my first time out .... soooo .... if I'm going to crash and burn my portfolio, I might as well crash and burn it in style. Regards Frank P.

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