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

To: JungleInvestor who wrote (44691)	5/13/1999 3:03:00 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

<SEV is now 95% of my total long investments > Jungleman - you are good people; but - someone STOP this man <VBG>; ---> is ''SEV'' really 95% of your total long position ? WARNING WILL ROBINSON !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! ...now I do buy into the "Buffetesque'' concept that diversification is a hedge against ignorance; but loading up on a low risk US natural gas company vs. loading up on a still ''high risk exploration play'' in Colombia to boot, is somewhat un-nerving ? Jungle Investor - seek help; you are worse than me <VBG> I was 60% into CRK for a few days; knowing, just knowing that the institutions were going to step in off of glowing analyst reports; they did - but there was little risk in reality.... I like SEV for the risk oriented/homerun portion of the portfolio - but this is not a sure thing here...PZE - now there you have a solid buy & hold.... Imho; be carefull man.... you become JungleHero.Com if SEV goes back to the $20's - but man, these Colombian plays burn serious drilling cash, very difficult drilling conditions technically speaking, pipeline & terrorist worries, short sellers, inside sellers - not an easy play here... I like it as a pop to $5 - $7 on this drilling news - hope you take some profits into any run up on expectations.... if they hit; you be the man !