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

To: Brad Baker who wrote (65706)	5/4/2000 5:01:00 PM
From: ItsAllCyclical	Read Replies (2) \| Respond to of 95453

Value sectors - CNBC article talking about oil service among others cnbc.com Johnson suggests investors ignore the temptation to purchase deeply discounted basic-materials companies and other highly cyclical stocks. In fact, of these eight industries with terrific earnings-growth projections, only three -- chip equipment, computer makers and oil services -- even remotely fit within the five categories of stocks Johnson currently recommends: technology, energy, consumer cyclicals, utilities and health care. -------------------------------------------- Hmmmm, sounds like my portfolio Tech - Got that Energy - Got that Consumer cyclicals - No thanks Utilities - Maybe later Heathcare - Got that Bought back my initial position in Cymer - CYMI so I have some "semi" exposure.