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


To: isopatch who wrote (30381)4/18/2003 12:05:44 AM
From: isopatch  Respond to of 36161
 
Hi Kastel. Roger on adding more CanRoy shares OR

another RT when buying opportunities pop up. Always a surprise or two down the road a piece.

PVX has been very strong in the 10 days since purchase. Fortunately, have enough that I don't have to chase it.

FWIW, one of the primary drivers of renewed economic weakness and the revival of deflationary concerns that I posted to Sharp about is continued higher than anticipated energy prices in the months ahead. And of course that makes our RTs all the more desirable to hold on to.

As my old mentor used to say, <Kill em with cash flow, son.>

Amen to that, especially when Cash is King:o)

Isopatch



To: isopatch who wrote (30381)4/18/2003 2:13:45 PM
From: Sharp_End_Of_Drill  Read Replies (1) | Respond to of 36161
 
Iso, life has been been good & busy lately. I'm working on a major project at work, and have a baby on the way at home. Very interesting times...

Here's a fantastic article posted by Que Seria:

zealllc.com

Sharp