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

To: Davy Crockett who wrote (5656)	12/20/2001 3:02:22 PM
From: Frank Pembleton	Read Replies (2) \| Respond to of 36161

Peter, for me it's straight across the board - base and precious metals included ... I'm having a great week. Regards Frank P.

To: Davy Crockett who wrote (5656)	12/20/2001 6:10:10 PM
From: isopatch	Read Replies (1) \| Respond to of 36161

Peter. Initiated modest size partial pos in DO today. This looks like the leader among the offshore drillers. Like their LT fundamentals and they are financially strong. Plan to triple up in it, if we get the quick sharp Argentina induced market sell off. In that case, we're sure to see even more frenzy from the Fed printing press as Al tries to offset the deflationary impact on the global banking system from the imminent major default by Argentina. PMs are numero uno here. And I'm not selling a share. But soon to be 2nd in investors hearts are the gassers and some of the quality OS plays when the Arctic Blast really hits. AND HERE SHE COMES: grads.iges.org If the broad stock market goes into the bag here ala Argentina we are going to get some great entry prices for a powerful run once traders realize this cold air isn't a 2 or 3 day thing but an important change to a month or two of very cold weather. Kudos again to our friend Roebear who called this major pattern of temp change on the nose for a late Dec onset. Come on Argentina, give us some big bargain entries in the patch plays for a rocket ride in January!<g> Isopatch