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ItsAllCyclical

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ItsAllCyclical

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Re: mlsoft post# 62787

Thursday, 01/09/2003 7:29:05 AM

Thursday, January 09, 2003 7:29:05 AM

Post# of 704019
msloft, that's why I've restricted myself to one play within the utes sector which I consider a far more compelling value than it's peers. I do think overall the sector will fare better than the overall indexes, but I'm by no means buying up the entire sector. Same with gold I'm extremely selective here due to political risk, valuation, hedging, and debt.

The utes traded down to a 14 year low last year in Oct. On a relatively valuation basis can you say the same about any other tech sector?



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