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To: The Ox who wrote (61237)3/2/2000 10:30:00 AM
From: SliderOnTheBlack  Read Replies (1) | Respond to of 95453
 
Michael - as usual; you have not been reading posts day to day (VBG)

Bought HAL heavy at $33 , led the charge on DO as a gift laggard play in the $27ish range and own Rig from the $19-$24 days, bought it heavy during the speculation of SLb's dilution effect; owned FLC and pounded the drum on it continually on this thread as having the MOST remaining upside - still does ! and pounded the table on FLC, RIG & DO being THE buys in the OSX - and their performance & appreciation % has beat BJS CAM et al from the point of your post.

I am STILL however vastly overweighted to the E&P side - and will reap huge divergence gap rewards on that in due time - bank on it.

I never said "small caps" either Michael; mid caps like UPR XTO VPI PXD - we've been doing just fine with. ETP is beating any & all OSX stocks today Mike - I am selling my margined position all the way up; hell, I am selling everything - because I just keep jumping from one top - to another laggard bottom & ride that one up - right now; the mini-majors are the laggards.

PS - from the date of BOTH of your Service Co post; they retraced substantially; that is where my patience paid on buying HAL at $33 - and now selling all the way up; at $45 - they can have it all !

But, right now - I am buying about a 20% of my cash position in small cap E&P's becuase they are the ultimate lagggard here.

Dont' get to confident boys; shorts are loving this - look for selling opps, or dollar cost average-sell all the way up; because I guarantee you - we will be able to buy virtually EVERYTHING a bit cheaper real soon once again...

Shorts are getting crushed, we have the rush of people not wanting to miss the move - everything is firing on all cylinders here; soon the reduction in buying support alone will give a retrace.

I will buy my RIG & HAL - not selling much FLC - as I have said from day one; no BOOM 2000 without $30+ FLC and where is it priced now ?

Good to see you back Mikey...; but save the "BS" bravado - we allready have one "sargeK" and its enough - okie dokie ?

busy - makin bacon - will post later...