Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: anyer who wrote (12013)	5/9/2002 10:58:38 AM
From: Frank Pembleton	Read Replies (2) of 36161

A pullback? The nature of holding gold is for insurance - I hope you have "untouchables" in your portfolio in case of an unforeseen incident. You might want to look at some of the smaller caps - some of them are still trading below NAV - stocks like Kinross are trading at 3x that. As for oil... the big play is the yellow dawg - I haven't been concentrating on much else. Regards Frank P.

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