Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cogito Ergo Sum who wrote (9368)	3/13/2002 10:47:47 PM
From: isopatch	Read Replies (1) \| Respond to of 36161

Thanks Kastel. Has been a very profitable call, so far. No matter how much I might like an individual stock, there's more individual company risk in very small caps. To manage that risk more effectively, prefer a basket of 4 to 8 companies vs putting a very large amount of capital in just one or two. Been lightening up on a few of the early leaders in OS and NG as they've run into resistance. Last week took a nice profit in TESOF. Yesterday, came out of a large and profitable PDE holding. Today sold 1/3 of CRK for a good gain. Some of the proceeds went to increase cash reserves. But rolled most of it into several additional small gassers that are earlier their uptrends. IMHO, that was a very important low in the small cap NG stocks about 3 weeks ago. But, it's a volatile sector. And there should be some good dips for establishing or adding to positions as we work our way higher this year. Cheers, Isopatch