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

To: isopatch who wrote (6748)	1/24/2002 4:23:59 PM
From: Frank Pembleton	Respond to of 36161

Iso, I halved my position to limit systemic risk to the patch. As you know, Tesco was my biggest position, still in, still in deep -- but at a much nicer comfort zone. Still like my golds, not lightening up whatsoever -- I'm actually becoming more bullish. And my stomach is holding up better too! :) BTW, we'll sell 'em our gold stocks when it's time to move to the next sector and we'll do it in a grand "SD" fashion -- we'll gloat about it! Take care my friend... Frank P.