Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: ild who wrote (22505)	11/29/2002 10:15:30 PM
From: isopatch	Read Replies (1) of 36161

ild. Thx for sharing what you've been up to. In addition to strong PM interest, some here have experience with other natural resources. And, there are a few who've had hot streaks in tech in recent months. Worked a lot with the golds and other natural resource stocks during the 1970s, and since. 1st heavy weighting in the golds - in over 20 yrs - was Mar/Apr 2001 (and occassionally since) During Summer and early Fall, had very high cash reserves and only 10-15% in the golds. Even now, just up to 30%. So, far from a full boat. Been more bullish on the Intermediate Term outlook for the NG stocks this fall, slowly building positions during the past month. That's currently up to a 45% portfolio allocation with plenty of cash to pick up tax selling bargains between now and year end. Unfortunately, most of my stuff trades in volume that's far too low to share on a public thread. But stocks like CRK and XTO are good stocks with plenty of volume to position whenever we get a good drop in the energy sector. PQUE is a little more speculative, but I like that one too. Cheers, Isopatch

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