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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: drsvelte who wrote (17474)4/1/1998 1:29:00 PM
From: Czechsinthemail  Read Replies (1) of 95453
 
Gurus and wise-heads -- words of wisdom solicited.

Boy, you really open yourself up for it don't you? Would some words from a sage derriere do? If you are in a trading mode, you might consider shifting some money from companies that have gotten bigger play to some of those that have gotten less. Since I believe in portfolios that eventually truth will out and value will in, shifting the money from what currently seems hottest into something that may show greater relative value should improve the risk/reward relationship -- more opportunity on the upside and more protection on the downside. I've been trimming a bit on RIG and NE and accumulating ESV on this basis.
good luck,
Baird
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