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

To: scotty who wrote (22044)	11/18/2002 12:49:19 PM
From: isopatch	Read Replies (2) \| Respond to of 36161

Important consideration when positioning gassers and their corresponding service companies, between now and year: I'm looking for the small caps to initially lag the mid and larger NA companies due to individual tax selling. IMHO a lot of tax selling has already occurred. But what remains to be completed will have more impact on small companies because most of them have little or no institutional ownership. OTOH, the mid and larger size plays should more closely track the broad stock market AWA rising NG prices, well into next month. So, notwithstanding my very bullish outlook for NG related stocks at least well into February? Am limiting my small caps to 50 - 75% positions, for now, looking to fill those out on dips between now and year end. Isopatch