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

To: ItsAllCyclical who wrote (66449)	5/18/2000 7:46:00 AM
From: jim_p	Respond to of 95453

Cheep service plays left? Good list JimL, but I would add WG, HOFF, VRC, VTS and KEG to the list of service laggards with lots of upside left. Jim

To: ItsAllCyclical who wrote (66449)	5/18/2000 8:25:00 AM
From: Frank	Respond to of 95453

Jiml- I would appreciate your thoughts on GW as a laggard. Frankly, I have sort of a mental block here because I bought GW at less than $1. I am jumping for joy but just can't convince myself to buy more. Where you see a laggard I see the most successful stock I ever had.It is all a matter of relative perception. Where do you see GW going from here? One side of me says get out and be grateful-the other side says it will go to 12.Any insights appreciated- Frank

To: ItsAllCyclical who wrote (66449)	5/18/2000 8:49:00 AM
From: Frank	Read Replies (1) \| Respond to of 95453

When I looked at JimL and JimP's lists of laggards I came to a stunning revelation-- I am almost fully invested in laggards of the oil patch!!! Those guys defined 90% of my portfolio-- UFAB,HOFF,PGO,GW,WG, et al--I have every one. Is this good or bad? Thoughts on an investment portfolio based on laggards welcome- it happened because I sold winners and bought stocks which had not moved yet. Am I cutting myself out if momentum money comes to oil and gas?-- Frank