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

To: Warpfactor who wrote (5188)	6/8/2001 6:17:36 PM
From: Frank	Read Replies (1) \| Respond to of 23153

I have no E&P stocks at this point but wouldn't criticize anyone who does. After two years on these threads I have yet to meet a perfect seer. For all I know the E&P group may outperform my oil service stocks by a wide margin.Pride goeth before a fall.--Frank - ps. Warp, I know you weren't criticizing others, not your style.

To: Warpfactor who wrote (5188)	6/9/2001 12:26:58 PM
From: kodiak_bull	Respond to of 23153

Warp, I think that's right, no absolute bulls or bears here in any sector. I cut back on energy after January, was basically out in February and with a couple of exceptions have only played short positions since then, except for the long wait on SMOP/PEX. We've got about 3 months or less to trade energy and tech (and everything else) before I take a September hiatus. As I've said before, I don't see either of them going to new or painful lows in that period (Naz below 1634? Nope. OSX below 108? Nope.), so there's a tradeable range. Right now we're on the shorting edge of it, so I'd be (and I will be when I return in July) short names in both sectors. If we run down to a Naz 1900 or an OSX 112, it will be time to put on some long trades and hope the wheel of fortune is spinning in your direction. And I may be completely wrong about the autumn storm brewing, but I'll be content to sit on the sidelines with cash and selected shorts during the proof period. Every once in a while someone directs me back to SI SD for a particular post. It's a weird scene, imvvho, with 2 guys (one supposes) accounting for 55-65% of the posts, bashing ghosts and bragging to the wind. Reminiscent of de Maupassant ("A Piece of Thread" or other of his stories), where the self-inflated and overly flatulent, on a crusade to convince the world of one thing, ends up convincing it of the exact opposite. Tres droll, as part of the study of human nature, worthless in dollars and cents, of course. What is most curious is their absolute fascination and obsession with this thread, to the point that they quote various pieces ad nauseum. Since I'm quite sure they're reading this now, let me simply send them an emoticon: (:^) My short and cover positions since May: PTEN SUNW SLB KWK APC RDC XT0 NR PGO NANO. I did well on all but the last two: timing issues. I think we can go long energy again sometime after the autumn bloodletting, it may be as late as Christmas again, as it was last year. Tech may get torpedoed earlier and be buyable between Thanksgiving and Christmas, perhaps at a Naz 1250? Regards, Kb

To: Warpfactor who wrote (5188)	6/10/2001 12:09:58 AM
From: upanddown	Read Replies (1) \| Respond to of 23153

Warp Slider has a different definition of permabull than what you might expect. A permabull is anyone who has ever dared to question his brilliance or his unblemished record of market calls. I had to remove the bookmark. Losing too many brain cells reading that sad drivel. When was the last time you read something useful over there? John

To: Warpfactor who wrote (5188)	6/10/2001 2:53:38 PM
From: JungleInvestor	Respond to of 23153

Warpfactor, I'm very bullish on oil and the OSX, and uncertain about NG until more evidence of the weather and PP demand. During this shoulder season I'm in oil-related special situations (VPI is my biggest investment because it is so undervalued and may be subject to a takeover). After shoulder season, I'm transitioning to some OSX and E&P's with a higher portion of oil (e.g., DNR). Majors have committed to higher capex budgets and this bodes well for OSX companies.