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Strategies & Market Trends : Strictly: Drilling II
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To: isopatch who wrote (30364)4/17/2003 3:09:26 PM
From: Frank Pembleton  Read Replies (2) of 36161
 
Yup... still red from my view...wouldn't it be a kick in the ass if this were a bear market in "all" equities? (like as if we didn't know that already) -- If the equities related to the oilpatch are any indication, being 100% invested in the HUI with the thought that this is the absolute bottom is foolish.

Fwiw, I'm probably heaviest allocated SDII player in this sector at 20%-- but this isn't an easy 20% to hold onto. I keep having to buy weakness to keep my allocation in check.

Regards,
Frank P.
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