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

To: The Ox who wrote (87305)	2/15/2001 5:26:07 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

Michael Happless... Will you EVER learn ? ... you pop up out of your weasel hole to take the opposite side of anything I've ever said & you're about "o for 26" so far. PPRO & Hilton ? - did you read the Barrons article ? This "turd" stinks from every angle - EVERY single angle. I'd read the article, or re-read it Mikey. Everything from the history of managment - which speaks volumes, to the nature of their customer relationships & their accounting wreaks - "turd". Michael - as far as CIEN; I'd acknowledge that PE is not the be all - end all; but it still matters and in techland - it's starting to matter more & more every day; in case you haven't caught on since you started chastising my short Tech call at NAZ 3900. PE-aside; it is still selling at 27 times sales Mikey-boy... 27 x sales ?!!?!? AMZN is re-acting, not acting; it is re-trenching from weakness & not expanding from strength - it's business model is flawed & Bezos's is also about "0 fo 28" (like you) on his last few moves.... the trend is your friend and/or worst enemy - depending which side of the bet you take and Bezos's is going to become a Bozo's... from Man of the Year to Bust of the Year - bank on it. Mikey - just for the sake of "Deja-Vu all over again" - to share just a brief sampling of how bad your timing is and how WRONG you have continually been on both the tops & the bottoms here: Here's just one of your many faux pau's, classic posts attacking my comments (for whatever reason) and then turning out to be not just wrong; but "dead-wrong" AND at the worst possible timing moment... Here - you chastise me for margining into a trade off the OSX's "quadruple bottom" that formed at OSX 45 from Sept '98 to Feb'99 - I called this one as the "max margin" opp because the selloff was into increasing O&G prices & improving fundamentals - it was no longer about trying to catch the "bottom" into falling prices & declining fundamentals - I called this as the "turn" off the bottom and it was. I caught a "max margin" run from OSX 47 to 75 that happend in 3 weeks during March - where being Margined 2:1 at .50% maintenance created a portfolio "double" in just 3 weeks - literally. But, "that" call; just like that Dec 31 Nat Gas "TOP CALL" - got spin by imbecile's like you... here it is in "black & white" Michael - I went full throttle & literally caught a portfolio double in three weeks - when you said - quote, unquote: ..."Ok, I agree completely with you Slider if you say buy these stocks today and sometime within the next decade they will be great to own. Maybe you should put that disclaimer on some of your posts, something like this: I'm pounding the table but it might be 5 years or more before they actually become money winners??" Ohhhhhh Mikey-boy; "the next decade, five years" ? - WRONG ! - how about a couple of days - literally "hours" after your last post March 4th !!!!!!! ROFLMAO ~ - the OSX spiked and ran non-stop in 3 weeks to 75 and didn't stop untill doubling at OSX 94 in August. How many times can one person be so dead wrong & so perfectly timed - dead wrong & keep popping his head out of his weasel hole Mikey ? You chased Tech to your peril; you missed AND dissed the Oilpatch bottom - when all the "Big & Easy" money was made & now since the NAZ broke down this summer & especially the SOX collapse that you chased & got killed on; you've chastised me on everything I've said... but; who shorted the SOX at the top; who caught the NAZ short from 3200 to 2500; who exited the OSX in late Aug - early Sept at "THE" top and who called the NG rollover ? - and yes; I forgot - buying the XAU during the cheapest quarter - window fo opportunity in history was yet another poor call... lol ~ we'll have to wait on that one & I'm sure it will be "fodder" for yet another "future" Happel - reality check post... ===================================================================== To:SliderOnTheBlack who wrote (38098) From: Michael Happel Wednesday, Feb 24, 1999 11:22 AM View Replies (1) \| Respond to of 87315 In the interest of keeping this discussion going, I find it very interesting that you would post this article to back up your point of view. Let's start with what appears to be the most obvious issue, IMO, Our analysis of the discovery and production of oil fields around the world suggests that within the next decade..... The above line from the article says it all. Within the next decade. Ok, I agree completely with you Slider if you say buy these stocks today and sometime within the next decade they will be great to own. Maybe you should put that disclaimer on some of your posts, something like this: I'm pounding the table but it might be 5 years or more before they actually become money winners??....." ================================================================== To:SliderOnTheBlack who wrote (38860) From: Michael Happel Thursday, Mar 4, 1999 10:28 AM View Replies (3) \| Respond to of 87314 This post of yours is boring Slider... ...I also don't believe that this sector is a no-brainer, just throw money at the stocks and you will be rich soon. ...There are so many variables that make up the Oil Services industry that I believe reality tells me to be very cautious at this time......" ====================================================================== We'll Michael - going "max margin" back in March '99 when "max margining" was a high reward/low-moderate risk opportunity - or as you call it - "throwing money" at these stocks; OBVIOUSLY wasn't the time to be cautious as you warned; and OBVIOUSLY it didn't take "five years" for the tide to turn - just literally a few hours from your post on March 4th 1999 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! PS S: .... here's yet another classic Michael - talk about a "180" on the "supply story" (ROFLMAO)~ Could you have been more WRONG here again ? ======================== To:Michael Happel who wrote (38071) From: Michael Happel Tuesday, Feb 23, 1999 7:23 PM View Replies (3) \| Respond to of 87319 CHART 3 -- Eternal Youth Measured reserves of oil today are about 60 per cent greater than in 1970, gas 300 per cent greater, copper 40 per cent and zinc about double. And that's after 30 years of consumption. ======================================================================= .... well; I guess you should probably have reposted this to the commodity traders that ran Oil & Gas from $10boe & $1.65 mcf straight up from your post. .... and speaking of "DEJA VU" - here's a little JQP crow pie from the infamous "Sept '99" E&P collapse that I "called" - also to much chastisment by the thread cheerleades then too... (will they ever learn?). "Q" - this one's for you... back then you told the truth when you were wrong; acknowledging that you couldn't buy - since you allready were "max'd" & allready had chased TMR etc down & backed yourself into a corner...you still haven't learned to sell into strength & to continually be taking profits on the subcycle moves; now - you just "keep" buying somehow after allready being fully in... with that perpetual "max margin" money machine ROFLAMO ~ ==================================================================== To:ron peterson who wrote (51817) From: John Q Public Friday, Sep 24, 1999 1:00 PM Respond to of 87322 I think it is a gift from the god's for those with cash, but the sky is falling for the overly invested. Strongly agree with Slider that this is a very strong push by the shorts ahead of earnings. You can say what you like about him but my experience has been that he is usually right about things like this. On the sidelines. Can't buy and no way in hell I am selling. ==================================================================== ..."say what you like about him, but my experience has been that he is usually right about things like this." ROFLMAO ~ ... smartest thing you've ever said "Q" ~ Ciao ~ and gee; what just happened with NT after-hours folks ? Clark Yingst of PRU see's the pattern fwiw - now being commented on via CNBC. Non-Tech holding up the market; but that's the next shoe to drop fwiw... CIEN is a toe-dip short here and I pray it runs to $120-$150; there it's a full-entry short. Yes; a great co ,great products & great niche - all undeniable - but; "IT's THE VALUATION - STUPID"... an inventory issue is building within CIEN... just wait.. but, it's just one company - one trade - no Bet the Farm play & we'll just have to wait & see.