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To: Crimson Ghost who wrote (47312)7/2/1999 11:32:00 PM
From: JHR  Respond to of 95453
 
FWIW. Just received the semi-annual report from Janus. Of the entire family of funds there are practically no stocks from the energy sector except Enron and very small holdings by a couple of the funds in an E&P--Magnum Hunter Resources. The Overseas fund has small stakes in Elf Aquitaine and YPF an ADR. This is all as of 3/30/99.

The Janus strategy as I understand it wouldn't go after cyclicals much, but I was impressed by the total absence of the OSX stocks.