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To: Roebear who wrote (85048)1/22/2001 9:36:38 PM
From: isopatch  Respond to of 95453
 
Roebear. Agree on OSX chart. So have been very selective in my picks.

Only 3 OS stocks right now. 1/2 pos in NTG is by far the largest.

But with a 1/3 pos in PDE bot today, it's the first time in 13 months that I've been long more OS(3) than E&Ps(2). Both are foreign, with only EEE being all NG.

Think you did a good job of timing your adds in the gold group.

All my AEM is LT now and would luv to see a strong rally in here.

Iso


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