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To: Post_Patrol who wrote (47137)	7/3/1999 1:19:00 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

O/T post patrol.... ''will you ever learn ?'' ---------------------------------------------------------------------------------------------------------- << Slider, << This logic is SO simple that it is easy to miss >> Is that why you sold off yesterday??? Tee he he! The Post_Patrol>> ---------------------------------------------------------------------------------------------------------- Post Patrol..... will you '''ever'' learn (VBG) ? Open mouth, insert foot...once again ! ...yes; I did sell a few OSX companies that have lagged here and do not have any near term compelling fundamental drivers imho. I rotated heavilly into CRK - up + 15% and OMNI - up + 50/60% in days and more MEXP... sold 85% of Omni from $5 3/4 to $5 3/8ths; holding zero cost basis shares now...plus a tidy profit in pocket. CRK is my biggest holding - and this will see $5-7 soon. MEXP will build on the positive news release and will slowly make it's move soon. Silly me - made about 25% in a couple of days on that rotation/trade... the degree of OMNI's move surprised me - I knew it was ready to go (for a couple of reasons); but I'll take the money and run on a move like that...actually; the trade that pleased me the most; was taking the profits in selling out of RRC at the exact top... knowing when to sell is the forgotten half of the equation - that was a nice double. Do you not remember the ''chart'' comparison of my small cap E&P's trades versus the OSX index returns earlier this year ? ....well guess what; .....I'mmmmmmmmmmm baaaaaaaaaack and so is the E&P small cap ''game''; play it and make some money for once... PS; here's a freebie - match the returns of this mini E&P basket to the returns of the OSX to year end. ...using a $100K basket - here is a portfolio weighting on a % basis: CRK 35% MEXP 30% HSE 12.5% UPR 7.5% OEI 7.5% XTO 7.5% ...good luck Caio