Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Paul Shread who wrote (18637)	9/11/2002 4:40:43 PM
From: isopatch	Read Replies (2) of 36161

Hi Paul. Thx for the heads up on that. Cash is certainly king, till the inspiration hits to add to modest gold stock positions. In the mean time been very happy with a heavier weighting in the physical during this multi month consolidation phase in the PM group. Recent energy trades were nicely profitable, on balance. Most of the overall net gain came in 2 or 3 ST winners. Others were break evens, plus one 3% loser. Nothing great. But this really is a market more suited to the contact hitter going for singles than striking out trying for the home run, as I've seen so many do with tech in recent months. Anyhow, back up to the higher end in the range of cash my trading style calls for during Bear Markets, at 75%. Last I heard, ole timer, you were sitting on even more than that. How are you allocated in the portfolio at this juncture. TIA. Best regards, Isopatch

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