Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: energyplay who wrote (59602)	1/29/2005 6:42:06 PM
From: Taikun	of 74559

EP, I will hold tight on CCJ...those earnings weren't pretty. I will reevalaute my position in MSB, purchased 3 weeks ago. This week they made the IBD list (#55) so I must wait for new buyers to arrive. The appreciation of 25% is sufficient. SIA.L did not win any blocks in Libya so I must wait for the next auction in a month, but the weakness may afford a buying opportunity. Perhaps IVAN will do better in Iraq. AY.UN, I keep adding on pullbacks, as now, before their CBM story is well-known. I added WLE.V, a Canadian driller that is a joint venture with several nations and due to its focus on employing natives enjoys favorable terms on new rigs 50% owned by the gov't, as well as a utilisation rate above industry avg (possibly due to the political correctness) -David

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