Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: isopatch who wrote (22500)	11/29/2002 7:11:10 PM
From: ild	Read Replies (1) of 36161

I've been long golds since 1998-1999. Added in 2000 and 2001. Mostly SoAf - HMY, GFI, DROOY, AU. Entered short semi stocks last week. Will add puts later. Went short financials/retailers a few months ago. Best recent trade was short Sears. I owe most of my good trades to Heinz Blasnik, reaper, KT and a few others on SI. Did some bottoms catching during summer, lost money on most. After I bought tech after 9/11 I felt that I was a great market timer. This year my timing is completely screwed, so now I admit that my performance around 9/11 was pure luck. Now learned my lesson and swear not to catch falling knifes. I'm subscribed to ContraryInvestor.com and Fred Hickey's "The High Tech Strategist". I like both a lot. I'm also subscribed to Marc Faber's "The Gloom, Boom and Doom Report". I like his ideas, but they haven't made me money yet. I read Steve Roach and his gang daily. IMO it's the best free research available.

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