Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Strictly: Oil and Gas Exploration Companies -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (86)	11/4/1998 10:40:00 AM
From: PuddleGlum	Respond to of 318

Slider- You're welcome to have some of my shares of SFY if you like. I suspect that the market was waiting all along for this other shoe to fall, because the $3.50 per share writeoff has been priced into the stock since late Spring, if not earlier. However, I am overweight this stock, and I'll exercise my January calls if it recovers. Meanwhile, I'm selling part of my position. pg

To: SliderOnTheBlack who wrote (86)	11/9/1998 9:22:00 PM
From: PuddleGlum	Read Replies (1) \| Respond to of 318

Slider- So are you the one who bought by SFY shares? The only good thing about selling them is that I used the proceeds to move into stocks that went up as much or more than SFY did in the meantime ... and I diversified a bit. Abby Cohen has turned bullish on energy, I hear, but I'm still waiting for something concrete from our expectations of a cold winter. Your CPE has been moving in the right direction. SGO has stalled, perhaps because of the downgrade. Good luck. pg