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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Douglas V. Fant who wrote (20916)4/30/1998 4:49:00 PM
From: marc chatman  Read Replies (3) of 95453
 
I came close to pulling the trigger and selling off a lot of my holdings. When I saw that head and shoulders and the osx was sitting on 116 late in the day, I thought we were going to ride the elevator back down.

In any event, I added some EVI (hated to do it after a big run, but wanted some for the long haul), RDC and some CDG. I'm starting to like RDC's positioning, and they are talking the talk. Any thoughts as to whether they can build on their manufacturing business? Until now, I've been focusing on the drilling for the most part.
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