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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: Second_Titan who wrote (801)3/2/2001 11:55:39 AM
From: dsindakota  Read Replies (1) | Respond to of 23153
 
Daniel Rice is the portfolio manager of State Street Research Global Resources Fund. Here are a few of his oil patch picks.

cnbc.com

The link is from the Yahoo EEE thread.

Dave



To: Second_Titan who wrote (801)3/2/2001 12:17:00 PM
From: JungleInvestor  Respond to of 23153
 
My bet is on the usual March - May rally! Think this is the start and believe it will be a good one. Valuations in oilpatch are ridiculously low, energy prices will stay high enough for obscene profits (hopefully not obscene enough for Congress to think of new taxes, anyway Dubya would veto this type of tax), and we still have years to go in this cycle. Think tech money will start to flow our way in significant amounts?