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To: Now Shes Blonde who wrote (62182)3/15/2000 11:42:00 AM
From: SliderOnTheBlack  Respond to of 95453
 
Bought GLM - damn; moving back into OSX weighting here - OSX support 95-100 imo

OSx has 15% back to its high, GLM has 25% - I like buying these pullback leaders here on the "sweetspot" that I was hoping for, expecting and licking my chops for - That being the pullback that was inevitable right prior to this "crunch time" - the final two weeks prior to OPEC formalizing their agreement. Add to that the disparity between API & DOE #s and that spells buying opp as well.

OSX 95 if seen is leverage time folks - as is any further weakness in HAL BHI FLC GLM PGO et al... I love it... was beginning to doubt the ole' "nose" - thinking maybe I missed the OSX pullback - not (VBG) ~

Glad to be back into some decent 40% OSX weighting now with - 35% mini-majors/integrated & 25% pureplay E&P's.

The next two weeks are going to be "THE" opportunity to leverage BOOM 2000 - people; it was last year and it will be again this year. This is virtually like being able to watch the "Super Bowl" then getting to bet on the "re-run" of the game - ie: we've been here & done this "OPEC thing" before...

The only downside here is if OPEC does something incredibly stupid - hell, they are in the "red zone" on the damn 20 yardline after driving downfield thru $10 Oil - do you REALLY think they are going to "fumble" here - with a multi-year crude oil boom/endzone so close ?

LEVERAGE this one folks - this is the one you'll be able to tell your grandkids about...

$lider ~

here is what I've been buying/accumulating the last couple of days & today fwiw:

mini-major/Intgd's - TX COC.b P UCL MRO OXY KMG
E&P's --------------- UPR BSNX
OSX ----------------- HAL BHI FLC GLM PGO
small cap ----------- RRC baby ~

PS - SargeK; I take all the short side heat off of FGH and you guys can't rally this dog (VBG) ? C'Mon Sarge - strap on that damn helmet- soldier ! and get your ass to work !

... Freide's beginning to scare me if it cant rally at THIS price prior to JL's communist manifesto propaganda speech that's due soon (VBG) ... I'm long a small/moderate position based on the technicals - just for a trade. Don't let us down Sluggo (VBG).