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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?


To: Post_Patrol who wrote (62199)3/15/2000 4:29:00 PM
From: SliderOnTheBlack  Read Replies (1) | Respond to of 95453
 
<Time to rotate into financials.....WM GSB SVRN AFS with your OSX profits...before you give them all back!!>

hmmm ? Is there a one week - time delay echo on this thread (VBG) - hello, helloooo, helloooooo ?

... good idea, but a week late Cliffie (VBG).

Allthough still plenty of room for financials to run - quite obviously. They ALLWAYS bottom & rally prior to what the market see's as the LAST rate hike.

But, I disagree with selling OSX here - Now, I am buying it back - slowly in widely gapped trailing limit buy orders.

Bought GLM FLC in decent size today - happy as can be to reload some drillers right here in THE SWEETSPOT - where these drillers are perfectly poised between the pre-OPEC selloff jitters - backing & filling perfectly on a technical basis - setting up another "RE-RUN" rally post the OPEC meeting... AND also when their fundamental of dayrates & rig ultilization ramps the most - Q2 ! - this is a conluence of events that is a dream imho - load the laggard/retraced drillers here imho FLC GLM DO.

I will probably buy as much FLC on weakness here as anything going forward on my personal watchlist - maybe HAL equally as well - then UPR, OXY, KMG & P )love the Arco Alaskan asset buy) for my fav's on ANY & ALL weakness from here.

The dirty bird flys like an eagle thru year end...

Bought more UPR - and integrateds, mini-majors today, got a little fill on RRC - just keep on nibbling away here.Got some PGO - will sit for support under $15 for serious size and a major trading buy.

Very nice day in the patch imho today...