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To: CpsOmis who wrote (56008)12/3/1999 6:31:00 PM
From: CommanderCricket  Respond to of 95453
 
Very good discussion all around today (I'm leaning towards JQP's argument that the RRC/MEXP/TMR's of the patch are great values at these prices. Wish I could buy more, but with margin requirements what the are...

However, I have over the last several weeks slowly rotated a portion of my portfolio up the into the larger cap stocks (I have built a nice position in OEI).

The whole E&P looks like a very tightly coiled spring looking for a trigger event.

Have a great weekend, enjoyed the discussion today.

Michael