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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: SliderOnTheBlack who wrote (36992)2/7/1999 5:23:00 PM
From: marc chatman  Read Replies (2) of 95453
 
Slider, you're not going to tell us your allocations? <G>

Good to see almost all my core holdings are on your core list (although my list is much shorter). I think the only one of mine you don't have as a core holding is FLC (quite understandable). I'm probably going to make my final buys (including any trading positions) tomorrow if we see a dip. I expect a possible move to OSX 52 -- if it goes below 51.7 or so, it could be trouble. After that, I'll just sit back and see what happens.

I'm still trying to figure out if I want any PDE. I've gone back and forth on it since Friday. I recall once, a long time ago, Big Dog had some favorable things to say about PDE and either its management, its market position, or both. I couldn't find the post, though.

In any event, happy hunting tomorrow.
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