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

To: isopatch who wrote (25478)	1/13/2003 5:35:57 PM
From: jimsioi	Respond to of 36161

Iso and Valuetrader, as usual a step ahead of me. You gentlemen usually get the jump on me by a day or two...Your position in miners are still larger than mine though relative to your individual maximums I suspect less. Tomorrow is key for the HUI, imho, as I mentioned earlier.....down and the HUI and the speculative issues are in trouble. Seems the stock market and dollar want to wait for the earnings reports for direction... Current split of the pie: 30% miners (down from 35%), 30% CanRoys (keepon keepingon), 22% E&Ps (generally not going anywhere fast), 12% biotech and generic drugs and special situations, 6% cash....