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

To: Cogito Ergo Sum who wrote (5045)	12/8/2001 12:29:04 AM
From: isopatch	Respond to of 36161

Kastel. Have done relatively little with the energy stocks this year. Closed out Tesco for sm gain today, after a few weeks long. Also took a gain today in sm KRY long been sitting with for a few months. At one time. bugger was under water, so very happy it came back for a decent profit. Did sell some utility bonds and several preferreds also for sm gains the past 10 days. Domestic security/biometric have been the ones with the really strong moves the past several months. GLG has been the most recent mover for me in gold. Was lucky to have gotten into that big position Monday just before the nice move this week. And GLG did that while bullion weakened. Very bullish relative performance and augurs well for the future. Also been happy with GG and, of course, NEM PR which rounds out my 3 biggest positions. KGC sure has been the sleeping yellow dog of the pack. Less that 1/2 the position size of any of the 3 big ones, But may reduce it further if it seriously lags in the next rally phase. Quite a bit of DD reading in addition to riding herd on 3 position sales today. Plenty of Iso feints and gimmicks vs the MMs<G>, so couldn't post much today. Will try to catch up with my other msgs tomorrow. Regards, Iso