Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: isopatch who wrote (25568)	1/14/2003 4:21:11 PM
From: jimsioi	Read Replies (1) of 36161

Iso, re EENC, yes, that I was stupid... Reentered, higher of course, tough with a somewhat smaller position. I'd look at adding around $7.25 if it dropped...However at this juncture I've got about as big an energy position as I want...may rotate some ECA and KWK out for something that's got more momentum, but that's hard to find in anything for more than a day. Next to the miners I think the E&Ps' action relative to the indicative action in the commodities is second worst to the miners. Have to figure we're early to the party????

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