SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?


To: gravity rules who wrote (61534)3/6/2000 11:22:00 AM
From: ItsAllCyclical  Read Replies (3) | Respond to of 95453
 
Added more BR, APC and TSO today.

Almost bit on PZL, but they're basically getting out of the refining biz. Still probably not a bad long term play as a consumer cyclical, but I'd rather watch a little longer to see how the market digests the news over the next couple months.

FST starting it's engines again.

I looked at a basket of small caps this morning, but decided to wait. Earnings don't look compelling enough to make me switch out of large caps. Considering adding small positions in MLRC, RGO, CHK and EPEX eventually though.