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Strategies & Market Trends : Strictly: Drilling II

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To: russet who wrote (16803)8/1/2002 6:08:02 PM
From: Frank Pembleton  Read Replies (2) of 36161
 
So Russet, how do we use this information? Do we go long on the most beaten up of the base metal miners? Should we charge in head first and load the boat with zinc? And what about platinum? Stillwater below $10 is kinda of sweet, no? What about my position in Anooraq, this no-brainer South African platinum play is kinda idle, should I double up? Or should I short the automotive sector? Or should I short the airlines, since we're all driving?

Enquiring minds would like to know!

Regards,
Frank P.
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