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

To: Roebear who wrote (88485)	3/10/2001 4:09:50 PM
From: Cogito Ergo Sum	Respond to of 95453

Hi Roebear, I am positioned quite defensively now. Lots of Cash. Assorted golds, but I also concur with Tommaso's energy thinking re:: 'But people will want to drive cars, grow crops, heat their houses, and use the Internet, and energy will continue to be in demand to satisfy these needs and wishes. Until the building of nuclear plants resumes, or the Great Plains are filled with windmills (both seem unlikely for different reasons), oil and especially gas are what will supply the energy, with possible increase of improved coal-burning power plants.' I have still a sizable position in energy, 'Special situations' and trusts. 90% Canadian FWIW. regards Kastel PS then I have some play money for the stock of the day.