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


To: waverider who wrote (12591)5/18/2002 9:31:33 PM
From: isopatch  Respond to of 36161
 
Wave. Think it will go lower with the group.

My exposure there is similar to what I do with a lot of optionable equities, depending upon my read of sector direction. Right now it's Intermediate Term bearish for oil service stocks.

Whether it's equity or derivitive position or a combination of both varies frequently enough that the details would either annoy or bore most readers.<g>

Not being evasive or cryptic. But think web threads are better forums for discussing big picture thinking or place emphasis on when you buy or sell a major part of a sector portfolio (as I did posting my heavy energy buying in late February and my heavy selling 3-4 weeks ago.)

The lessor details of what I'm doing, that aren't proprietary, I try to handle via PMs.

Thank's for encouraging me to post. That enormous barrage of bashing against ole Iso on another thread ended with both offenders being banned from the thread. But just as important is knowing there are people who appreciate my work and want me to continue to contribute on SI.

Thanks.

Isopatch