To: BigBull who wrote (61073 ) 2/29/2000 12:14:00 PM From: SliderOnTheBlack Read Replies (2) | Respond to of 95453
Big BULL ! - you're keeping an eye on the tall fruit but, correctly not passing up the ripe's plum's at your feet either... ie: selling the popper's & rotating to a laggard with positive fundie's - there are soooooooooo many "cheap" good stocks - not talking RRC here, but a HAL, a PGO -love it ! - allways have - good move there BULL, - grab some P MRO UCL EOG BR here... HAL will probably retrace a buck, or two - trade it if you wish (I am) - but, bottomline; HAL is THE best risk vs. reward buy - bar none in the ENTIRE OSX - and that is beyond ANY dispute ! I'll take any & all bets that HAL at $33 7/8ths days ago where I entered; will outperform the OSX index and mo-mo fav's BJS' SII CAM WFT from here .... there was virtually no reason for "me" with my paramaeters & trading style to own ANYTHING else in the OSX with HAL at $33 stinkin bucks - it was that vaccuous sucking of funds into tech that stole all that HAL value - it is a gift - period. HAL RULES ! - not that I aint ringin' the register on it today - but, I won't be caught without a boatload in the $30's when the Boom 2000 train leaves the station... I like what I am seeing today and E&P's yet to report will build that breakout come post the OPEC March meeting... There are some 60% margined leveraged breakout plays (20-30% net moves) in the BR EOG UPR XTO PXD ETP UCL P MRO plays... EEX RRC MEXP TMR EPEX - CRK if it retraces, RGO on any weakness, ROIL with the lawsuit is a high risk - very high reward play etc - bottomline: do throw some profit dollars into a small cap basket here as well - your "mad money" - no reason to make any portfolio bets - that is NOT what I am saying - but, do have SOME exposure there right now imho... Anyone with some service laggard/small cap idea's ? Is it time to buy some boat stocks ? GMRK TMAR ?