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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: CpsOmis who wrote (52552)	10/7/1999 11:03:00 AM
From: ItsAllCyclical	Read Replies (2) \| Respond to of 95453

RRC, TMR, CHK...etc. Are all dirt cheap here, but I've been sheading some of those positions of late in favor of larger E&P's. Completely out of RRC, but still have TMR and CHK. I'm very heavy into APC now and added PXD today. Big caps always come back sooner. I figure there will always be a few small cap E&P's lagging that I can rotate back into. I see this sector somewhat flat until the E&P's report. Near term earnings weakness in OSX issue may cause this sideways drift to linger a little longer. Definately buying here as I don't see much downside in large cap E&P's.