SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?


To: SliderOnTheBlack who wrote (90518)5/1/2001 4:31:59 PM
From: JungleInvestor  Read Replies (1) | Respond to of 95453
 
Slider, what is the symbol for the E&P index?

BTW, I've loaded up on DNR and VPI, two of the biggest E&P laggards who report earnings this Thursday. As opposed to prior periods, E&P's reporting strong earnings this time have moved pretty good on the upside.



To: SliderOnTheBlack who wrote (90518)5/1/2001 8:19:44 PM
From: Tommaso  Read Replies (2) | Respond to of 95453
 
I'm glad to hear about the XAU level since I do hold LEAP calls on it. Haven't checked to see what they are worth since this rise, but that seems the most highly leveraged way to play the gold market.



To: SliderOnTheBlack who wrote (90518)5/2/2001 10:36:49 AM
From: ild  Respond to of 95453
 
Slider, re: ADCT
What're your expectations on tech stocks?
I think that they are still over owned by MuFu. Gross margins are shrinking dramatically. It used to be that tech would NOT deserve high P/E because it's very competitive and therefore risky. I'd expect that eventually investors will develop bad taste to tech. I think 1 time sales is (will) the right time to buy tech. Do you think that Apr 4 was THE bottom in NAZ?
Thanks, ild