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

To: isopatch who wrote (70833)	8/13/2000 10:43:19 PM
From: Douglas V. Fant	Respond to of 95453

Isopatch, Thanks. I worked my tail off for the last five months and couldn't post for awhile...Now I work in a nice niche between E&P companies and power companies. I agree with you. Follow the macro picture first- and then pick stocks within the sector. I've been in energy and fiber optical/ internet infrastructure companies for some time and will stay there. over the last six weeks I've bought a couple of financials, BAC and RGBK. I figure that we have a couple of more interest rate hikes coming-especially in oil spikes at $40/bbl and gas spikes at $7.00/mcf this winter...But then interest rates should ease.... The Denver Conference inspired me to review NG and gas-to-power stocks carefully...Let's see what's out there...