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To: SliderOnTheBlack who wrote (55280)	11/23/1999 11:15:00 AM
From: Wowzer	Respond to of 95453

Don't forget about CAM, I know it relatively high, but it is always high compared to the others and will be one of the first to move if API's are positive. Now down in the 43 range. Added some here for a trading position and if I get "stuck" with it, know it will come back with oil where it is....

To: SliderOnTheBlack who wrote (55280)	11/23/1999 11:21:00 AM
From: Roebear	Respond to of 95453

Slider,(O/T?) Don't try this at home either, based on the weather and the very predictable Tuesday sell off's, I finished a position in AEM this am at 7 9/16 that I started (again) at 7ish last week. If gold breaks 300 this will move nicely. Because... Basically I'm hoping to take some profits in it this AM and rotate into some E&P bargains this afternoon and possibly Wed. Admittedly profits may be small for one day, but it helps reduce the basis of my long term AEM shares. Now if I really had nerve, I would have shorted OEX and rotated into E&P land. But AEM is a much safer hedge at this time, in my view, than standing in front of the BullTheDips Express with OEX puts. Edit, I see gold broke through 300 while I typed this! Best Regards, Roebear