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

To: isopatch who wrote (10643)	4/12/2002 12:29:42 AM
From: nspolar	Read Replies (1) \| Respond to of 36161

iso, what is your read on NG here? What happens if the NG supplies are down because of lack of drilling, but demand falls hard again due to a serious second dip, and crude tanks upon a ME settlement? Not trying to be a bear. Just thinking of possibilities. On the other hand ... Guess it just doesn't make sense to commit too much powder until it is more obvious, huh? Have any thoughts on defense sector stocks, after the market bottoms here, or is their time in the sun already somewhat past us? My dog is going nuts. Driving me nuts. A couple of moose are out in the front yard having some snacks.

To: isopatch who wrote (10643)	4/12/2002 12:44:34 AM
From: nspolar	Read Replies (1) \| Respond to of 36161

iso, I've got a load of DROOY. My current best performer. Nearly a 4 bagger. It may have failed to punch through today. I think a few of these SA stocks have been good leading gold indicators, over the last 6 months or so. On another subject I remember when you sold your KRY and said you were glad to be out, because you didn't trust Chavez. I sold a while later as well, in part because of the same reason. That reason is also why my SA investments are limited. Guess you've read the latest about Chavez. stockcharts.com[l,a]daclyiay[dc][pb50!b200][vc60][iUb12!Li14,3]&pref=G askresearch.com