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


To: TheBusDriver who wrote (31129)6/13/2003 11:45:27 AM
From: isopatch  Read Replies (2) | Respond to of 36161
 
Hi relative strength E&Ps like CRZO

(almost all partial positions) are all I'm willing to sit with for the moment. AND they're the only ones I'd consider adding to, to play reflex rallies in energy.

My heavy selling since last Thursday and Friday ended yesterday with 27-28% invested in the energy sector.

Yep, my read is the nice tradable top we've been building in the energy stocks, for over a week, was completed yesterday and we are into a period of consolidation and correction.

How are things in Scotland? Weather, North Sea activity, people stuff. Whatever you feel like holding forth about.

All the best,

Isopatch