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To: Razorbak who wrote (49411)8/17/1999 4:06:00 PM
From: SliderOnTheBlack  Read Replies (1) | Respond to of 95453
 
Razor - you forgot EGEO, maybe some FEN-Phen (FENYQ) for the ''gamblers''....(VBG).

Not here for me though - holding just 4-5 concentrated E&P bets here... ''aint'' got room for any others (VBG) - adding RRC, and bits & pieces of MEXP with every ''ort & scheckel'' I can find.

Bought EEX on the blow off for my ''gambling fix'' ... I'll hold for $6-7 minimum again. I guess some here - also put MEXP into that ''speculative-gambling'' niche - doesn't belong there at all imo... but - given the micro status, it's prudent to keep its weighting in perspective here.

Holding RRC very, very large (near insane overweighting) and have OEI in the #2 slot - as undervalued to its peers - especially given their exploration portfolio...expect some strong Institutional interest soon, as it's undervalued in respect to BR NBL DVN UPR et al. Going to live, or die with RRC here... Buffetology says - diversification is merely a hedge against ignorance.- hope the hell he's right (VBG) !



To: Razorbak who wrote (49411)8/18/1999 1:00:00 PM
From: icecreambug  Respond to of 95453
 
Razorbak, I have a few more questions. What was that Canadian something shorting MicroVIS? Were you talking about H group who made money on Vancouver natural resource stocks?

Also, what do yo think of Y2K selloff? Will it happen?
Is interest rate fear over?

You may e-mail me at kimd06@mcrcr6.med.nyu.edu.

Thanks.