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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: Thean who wrote (25515)	7/11/1998 9:29:00 AM
From: Gator II	Respond to of 95453

Thean, OUTSTANDING post. Just about everyone on this thread will recognize themselves in it at one time or another. Much food for thought. Thank you for sharing and WELCOME HOME! Gator II Long time lurker, recent member

To: Thean who wrote (25515)	7/11/1998 9:56:00 AM
From: Big Dog	Respond to of 95453

The Y -- You still da man!

To: Thean who wrote (25515)	7/11/1998 11:21:00 AM
From: Snowshoe	Respond to of 95453

The long-term chart of GLM sure ain't purty... tscn.com Here's a 20-year comparison chart of several "oil bidness" stocks including GLM... tscn.com

To: Thean who wrote (25515)	7/11/1998 4:08:00 PM
From: waverider	Read Replies (2) \| Respond to of 95453

Well, Thean man, very well written. I know, 'cause I'm one of 'em myself now...a writer. Do writers make good investors? Can't say for sure but I will repeat something I've mentioned to Thean and others over at the LTD thread... I've saved two years worth of my previous annual salary since March by finally recognizing my mistakes, cutting my losses and NOT fighting the trend. LT's market analysis as well as Thean's perspective...not to mention what the market was saying...helped me see the light. That is the value of these boards if one is willing to listen and not get wrapped up into emotional connections with objects that don't give a damn about you...ie stocks. Know thyself. The market can get you there sooner than most things I know... Now back to reading some Arthur Rimbaud. <H> ex-permabull

To: Thean who wrote (25515)	7/12/1998 5:39:00 AM
From: Karim Allana	Respond to of 95453

Thean Welcome back. I use to enjoy your technical analysis. Learned a lot from your posts. Karim

To: Thean who wrote (25515)	7/12/1998 7:03:00 PM
From: Tulvio Durand	Respond to of 95453

Thean, nice philosophical post on investment style. One area you did not mention is diversification. Should one's portfolio be 100% in one sector? I think a 10% to 20% exposure in oil drillers/services, ranked at the bottom as a sector for the last several months, is all one should risk at uncertain times like these. Better to have some CSCO, MSFT, DELL (yes, even KO, but I can't bring myself to say it without encapsulating it within parentheses) to offset potential losses and allow us a longer term horizon to weather the storm here. Welcome back, Thean. Tulvio