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

To: John Madarasz who wrote (30868)	5/14/2003 8:23:19 PM
From: isopatch	Respond to of 36161

Thx John. Worth saving that one on the HD. Per energy? We've been seeing important mid and large cap volume increases in stock after stock - during the past 2 weeks. In my experience, this evidences a major move by institutional investors to substantially increase their PF allocations to oil, NG and oil service equities. Even more important, this process is STILL in its early stages! With the usual (sometimes sharp and scary) corrections along the way, I'd expect the buying to continue at least into July. Predicting specific index levels far in advance has never been a focus of my work. But there's no question in my mind the key energy indices are going considerably higher from here. Most important, well selected energy stocks - if positioned in a timely manner - will vastly outperform those average returns. The major incease in sector volume has most recently popped up in the small cap arena. This is the typical awakening sequence (lg caps 1st, then the mid caps, and finally the small and micro size companies) that I've seen in every major bull run in many energy sector cycles, over the years. The kick of of this one did vary from the script, a bit, with the CanRoys leading the entire sector out of the starting gate, about six wks ago. A lot of money is going to be made in energy stocks, going forward. Anybody reading my posts here, the past month, knows I've assumed the full bull regalia. But, as there are others who want to see one specific table pounding sector call post, this certainly qualifies as even more vehement bell ringing exhortation - if that's possible.<G> So, OK.<g> Sink or swim, I'm on record. Though right now? Wouldn't mind a quick sharp correction as Iso still has some cash that wants to play in the sandbox:o) Best regards, Isopatch