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

To: articwarrior who wrote (54906)	11/17/1999 11:53:00 AM
From: SliderOnTheBlack	Read Replies (3) \| Respond to of 95453

GLBL - SOLD ! ring that cash register... I think I did a good job of not just catching the bottom here earlier, but bought on margin into it; sold on the 1st move to OSX 80; and rotated into some laggards, some trades; but I am selling again into this strength. It is not EPS, dayrate driven (excepting OII !) it is on the euphoria - allthough, well deserved on crude. Sell the euphoria stocks - that do not get to enjoy the benefits of the higher prices today - ie: the E&P's - I am selling the service & drillers and rotating heavier into E&P's who get to ring that register with these higher prices today - this is a no-brainer imho... artic; remember $6 7/8ths looked too high (VBG) - mid $6's were better - but, SOLD here... I would not sell ANY E&P's here.