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To: dmccoach who wrote (60865)	2/24/2000 3:43:00 PM
From: Winkman777	Read Replies (3) \| Respond to of 95453

APA is now by far my biggest holding. I'm done buying now. But I sold HAL and TDW and bought Apache until I was shut off. Nice little bounce from 33 to 34+ here. APA is a fund favorite and will surge again. Apache is the E&P that has done everything right. Good luck all. Winkman

To: dmccoach who wrote (60865)	2/24/2000 3:52:00 PM
From: Think4Yourself	Respond to of 95453

Don't expect me to sell anything at these levels. These are buy prices for investors, not sell prices. Just watching the action today, and doing a little daytrading when the market gets overly foolish (relatively speaking). $500 here, $250 there, it adds up pretty quick. If nothing else it keeps me out of margin calls.

To: dmccoach who wrote (60865)	2/24/2000 4:06:00 PM
From: SliderOnTheBlack	Read Replies (3) \| Respond to of 95453

Sell the "MO" & buy a fundamentally supported laggard - E&P like BR EOG APA today I'd be looking to sell the BJS SII WFT's and rotate into an EOG BR APA type of play here. We hit the wall at OSX 95 unless the DOW really collapses prior to the OPEC formal announcement. I hate to sell my still partial position in RIG FLC PGO VTS BHI HAL - as I want to accumulate more in each; but the valuation gap now to these E&P leaders is phenomenally enticing. I may go from 65:35 or so, to 100% E&P's at these levels. I never thought I would again see APA at $32-33. BR UPR VRI all upgraded today - wasn't BR DLJ's best idea etc ? It will happen - have patience; divergences against a rising tide of positive fundamentals allways re-converge - nothing has changed... play the valuation gap here imo; sell the mo-mo fav's and grap some real - once in a cycle value with this level of underlying fundamental strength. BR EOG NBL APA UCL COC ETP MRO PXD UPR XTO - simply have me drooling all over myself - add to that; My "new" money has yet to be credited to my "new" account. Stupid-assed me; I thought it would be "prudent" to open up a 2nd trading account at another broker - in case one's system ever crashed etc. - now, my funds are sitting in paper shuffling limbo - I will quote/unquote "get an e mail alert" when my funds are avaialble etc. I want to buy these damn E&P's today damnit ! - ohh well; maybe tomorrow brings better buys yet. I tapped out on my original account on EOG UPR UCL BR today... can't wait to get my hands on the rest of my money... Anyone else see OSX 95 as a wall here - prior to either OPEC clearly tipping its hand, or the formal announcement come March ? I do... and this divergence in the "name" E&P's and the XOI is to be leveraged imo - and I would even be taking "some" profits here today on stocks like BJS's & rotate into an EOG, or BR... I wouldn't close out an entire position, but OSX 95 looks like a might tall hurdle to clear right here, right now. Who the hell is buying BJS, SII, WFT, CAM here at these prices when they had all year to buy them right ? I remember $32 SII like it was yesterday ?!?!? - I guess the momenteum players are staying true to form in their rotation picks... ME, I stay in the pocket... aint blinking and am not going to just throw it away; I'm scramblin and still looking deep...