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

To: Frank Pembleton who wrote (15358)	7/8/2002 10:17:36 PM
From: Cogito Ergo Sum	Respond to of 36161

Hey Frank, Not much time to post anything but quickies these days. You mentioned on BBR that you were one of the few goldbugs left on SDII . Well yes I'm lighter but I'm holding ARQ, CEFa, MNP, FPX, TUM, NGX, DSR, GNG and some WTC (not in any particular order). I've added to FAP. Have low bids on ELD, K, HL CDE and PAA (my usual suspects), almost got some cheap PAA but missed by a hair... Adding some trust stuff too, I can't help it....., they keep sending me money :o) regards Kastel

To: Frank Pembleton who wrote (15358)	7/8/2002 10:26:03 PM
From: SliderOnTheBlack	Read Replies (3) \| Respond to of 36161

["watching the grass grow might be more profitable"] ...that's why God created LEAPS ~ Hey, I'm a buyer... a small basket, mainly leaps on an average down basis here... small 2-3% weighting...but, maybe a significant sector BET later. Even if we see what happened in Telcom Land... and we see many airlines go under... there will be a few left standing and they will bring costs down; consolidate and restructure to handle a smaller base of business; but that "BASE" is going to be larger than what sentiment is indicating imho... and there's going to be some BIG money made there... write it down (vbg). THIS is the type of sentiment environment and event driven crisis - over reaction; that SECTOR bets are made of... We successfully lept from Black Gold's top - to Yellow's bottom... will the leap from the top of a Gold/Silver bull to the AIRLINES Bottom - be next "BIG & EASY MONEY" sector play (VBG) ? ...my nose is twitching... a very reliable early (very early) indicator fwiw.