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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (4988)	12/6/2001 12:24:45 PM
From: Frank Pembleton	Read Replies (2) \| Respond to of 36161

Isopatch -- a little more comment here from the armchair <g> I sold my position in both Pan Canadian and Rio Alto and added some beaten down dividend stocks. Took moderate position in both Stelco and Noranda, upped my cash reserves so I can play the golds. Regards Frank P.

To: isopatch who wrote (4988)	12/6/2001 3:01:47 PM
From: Crimson Ghost	Read Replies (2) \| Respond to of 36161

I don't necessarily agree with evrry point in every essay I post. I certainly do not agree with Hussman's advocacy of 100% T-bills. But I do find a lot of merit in his argument that this rally's days are numbered. That said I still think the super bear position is off base. Looks to me that we we have entered a cyclical bull market that is due for a big correction soon to weed out extreme excesses. But I look for new highs by next spring before the next cyclical bear begins. BTW I now have 15% of my assets in junk bond funds. Still very cheap in sharp contrast to the stock amrket which now is heavily overvalued again even by the conservative Fed model.