Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Frank Pembleton who started this subject	1/13/2003 5:13:31 PM
From: isopatch	Read Replies (2) of 36161

Doubled cash reserves from 10 to 20%, around 3:30 PM. Took profit on 1/2 of lg GG position (exit price $12.93). Plan to roll proceeds into larger position size in fav Jr golds on this dip. Sold all moderate size trading SLGLF position @ .68 for 2nd ST gain in past 2 months. And, exited all small GBGLF holding @ 1.11 for sizable IT %age gain. Not bearish. Just reducing exposure to holdings that've been recently lagging vs better performing positions Currently 40% PM stocks 40% gassers, 20% cash. Last post of the day. Gotta run. Cya tomorrow. Isopatch

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