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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: excardog who wrote (31370)4/5/2004 9:34:54 PM
From: quehubo   of 206358
 
I am sitting 20% margin loaded with a good exposure to E&P and drillers.

Certainly there is a large amount of uncertainty about the how the shoulder season will play out. I am betting the NG side of the story is quite compelling and the next 3-6 weeks should be telling.
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