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

To: c.hinton who wrote (92765)	7/25/2001 11:05:30 PM
From: isopatch	Read Replies (1) \| Respond to of 95453

Thx Chinton. Objective, perceptive and open minded readers like you, have benefited from the sector calls and stock ideas a few of us have offered here for many months. For several years, the best opportunities were in the patch and I concentrated my portfolio there. But in Jan/Feb, (ex a couple of LT positions) exited the patch and stayed in a high cash position to PRESERVE capital during the ensuing patch decline. In the past few months, the PM stocks have emerged as THE leading performance sector in the market! Period. From mid to early May (per posts here at that time) I went heavily overweight the PM stocks for the first time in many years. Let's look at an 80 day SI comparison chart of the performance since mid-April of the HUI (a pure precious metals index) compared to the OSX & XNG as well as the COMP, S&P 500 and the DOW Industrials. siliconinvestor.com Critics are welcome to argue all they want. But who's stocks have been going up vs wipsaw city in most other sectors? The above performance chart is unequivocal. Best regards, Isopatch