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

To: Razorbak who wrote (63715)4/4/2000 11:01:00 AM
From: Frank  Respond to of 95453
 
Shifted into PGO,UFAB,SESI and GW over the past few days-- Had to take good profits out of EOG,UPR and OEI but I feel some rotation of profits is important. Still 66% in the E&P sector, especially NBL,XTO,FST,EOG,RRC and EEX. These last two are my hoped for grand slams in a year or so. PGO seems like money in the bank. My only concern is a Gore presidency could have an adverse impact on the Floating Production decision for GOM--any thoughts?-- Frank


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