Strictly: Drilling and oil-field services Message Board

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

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To: AltLar who wrote (42484)	4/17/1999 12:14:00 PM
From: Winkman777	Read Replies (3) of 95453

Massive sector rotation II Having read this very informative board since October when I first entered the "patch" with an initial 3k of VRC, I finally feel I have something worthwhile to contribute. I have taken some profits , but now am holding 2/3 in OSS and 1/3 in cash. I agree with Slider's rationale of buying/selling/rotating. But at this point in time IMHO The overriding reality seems to be overvaluation of the large caps, techs, and internet stocks versus the undervaluation of OSS issues. In the next few weeks, I see sector rotation overpowering the other OSS market forces.

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