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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: SliderOnTheBlack who wrote (41177)3/29/1999 6:40:00 PM
From: Think4Yourself  Read Replies (2) of 95453
 
I have been at near max margin levels from December to about a week ago. finished rotating out of techs and 222% into oil mid February. I have more than tripled my NAV since December. Riding out of margin now, but NOT selling - the ride is just beginning. I expect a double from here on my holdings by next February.

BTW, I agree with you, it's definitrly not for the faint of heart. Many sleepless nights, but I was absolutely sure I was doing the right thing. All the valuable posts on this thread about Asia recovery and economic turmoil in the producing countries helped.
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