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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Chuzzlewit who wrote (25111)7/3/1998 1:29:00 PM
From: JHR  Read Replies (1) of 95453
 
Janus dumped us early in the year.

Just received Janus family of funds semi annual report that gives their stock positions in all funds as of 4/30/98. From October to the end of April they dumped every oil service, driller and E&P stock they had in all their funds. One example was SLB where they sold nearly 1 billion worth. They even pointed it out as one of their major mistakes for the period.
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