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Gold/Mining/Energy : Swift Energy (SFY) -- Ignore unavailable to you. Want to Upgrade?

To: PuddleGlum who wrote (907)	10/23/1999 7:33:00 PM
From: FloydP	Read Replies (1) \| Respond to of 1602

Thanks PG. I just wondered if this board was becoming totally abandoned. Thanks for the tip on the March condition. I'm solidly in the black on this issue and I want to stay that way although my internet security stock RSAS is really outperforming right now.

To: PuddleGlum who wrote (907)	11/11/1999 10:00:00 PM
From: Mark	Read Replies (2) \| Respond to of 1602

Mark must have gone on holiday, haven't heard from him in ages. I'm still lurking, and still VERY long on SFY. I left the UK in Sept for a 3month contract in Southern California, and just haven't had much time to lurk on the message boards. In fact I haven't had much time for any investing work at all! When I had my "enlightenment" in Feb this year, I made a conscious decision to stop trading and worrying about the short term. I set myself a target of hitting a 40% gain per year on my US stocks, and am on target for that. I am still about 80% in O&G stocks (E&P and service) and don't see any reasons to change that position. The high valuations on techs scares the hell out of me, and I would much rather stay in the energy sector for now. So, in the absence of any reasons to move my money I guess I'm going to be long for a while yet. I liked SFY's last report, and since I am presently in the US will probably use the opportunity of the free phone call to give the company a call. I feel the stock has a long way to go yet, and since my last buys were at $6, am not too bothered about the short term "noise". I am also beginning to think that my last earnings target of $0.90 for the year is perhaps low...... (I revised my $1 estimate downwards after the dilution). On this basis I think the stock is way too cheap to sell! All the best to the usual folks, Mark