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To: hdrjr who wrote (82934)	12/28/2000 3:35:40 PM
From: excardog	Respond to of 95453

hdrjr Thanks for the advice. On the E@P side I have purchased a small grub stake in MOIL of late. Thinly traded with 800k in the float . $5 in cash flow per share for the first 9 months of the year and last quarters earnings of 95 cents make me think there could be some decent upside in 2001. I expect over a dollar a share in Q4 earnings and $2 in cash flow. Stock:http://finance.yahoo.com/q?s=MOIL&d=t Last quarters earnings:http://biz.yahoo.com/bw/001114/tx_maynard.html Best

To: hdrjr who wrote (82934)	12/28/2000 3:43:34 PM
From: Telemarker	Read Replies (1) \| Respond to of 95453

On the other hand, I've made over 500 trades this year and am ahead 107%. This is largely due to my trading the portfolio in 1% increments and maintaining close to 100 positions at any one time, but it sure does run up a high commission bill. Always having more lines in the water and being able to continually focus on new ideas keeps me from looking back much. I'm too thrilled with that result to second-guess anything that was done. Approaching 250% return on my energy investments for the year - darn that diversity thing <g>. Delighted to see other energy investors doing well. Excardog, I've read that the first and last 10% are very expensive to catch. While I've certainly left lots more than that on the table on numerous occasions, I'm happy to take a healthy bite and move on. Rotating profits back into what are perceived to be more undervalued situations while more or less maintaining sector weightings has really worked well for me. Just letting relative valuations tell me when to buy or sell. Sure wish I had a better idea of how to make money on the short side, though. Also don't have any feel for the OS stocks. My few forays there have been bad indeed, witness selling MVK in the 13's recently after the CFO resigned. Here's high hopes that everyone has a great New Years.