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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: Christopher Loe who wrote (11113)	5/13/1998 11:37:00 AM
From: Rudy	Respond to of 13456

>Will money rotate into this sector soon, or does oil have to substantially rise in price?< Good morning Chris, Sorry Oils were in my backburner for the last few days. I did not do any changes in my oil positions. Holding now. Not adding nor selling. I have roughly 30% of my equity in KEG, FLC, and TMAR. Ireally feel at ease with them. I think Service and drilling companies will appreciate. Well unless someone comes with true cold fusion and we don't need anymore oil :-))). I will give time to oil issues. I am holding these three with a mid-long term horizon (say until winter). Short term is hard to predict but you know what I think this quiet waiting is a sign of consolidation before a move up. Money rotation to this sector at the smart money level has happened IMO (at least somewhat). Smart money has to market the idea now to smaller investors. They are doing that but not extensively yet. Shortly, I am in HOLD mode for now. Will check all pertaining indices and individual stock charts and post again. Good luck and take care.