Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: nspolar who wrote (16182)	7/21/2002 10:47:01 PM
From: russwinter	Read Replies (2) of 36161

I think the Simmons stuff is going to be mark on in the intermediate and long term. I'm a little confused about your comments on his "advice", as I don't think investing is his real objective, as he is a generalist. Little hard to know or say how or how fast a supply crunch gets played out in the stock picking arena, but my hunch is that supply could fade steadily, and that with the recent mark downs in the energy names, a good opportunity may be at hand. Kurt Wolff with his McDep ratio gives some valuation levels and right now those ratios on names like CVX, RD, P, ECA, BR, MRO, SJT are at the low end of the range: translate good risk-reward situations. mcdep.com

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