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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: The Ox who wrote (85830)1/31/2001 8:42:50 PM
From: isopatch   of 95453
 
Mike. Canadian drillers

aren't a sector I've worked that much with.

But a friend of mine from Alberta, with a long background in the industry up there, msgd me not long ago that drilling stocks up there run on a little different price cycle than our domestics. Because their big activity time is when the ground is frozen their March qtr is usually their best. That often allows Canadian plays, like Roebear's TESOF, to top quite a bit after our US favs.

No guarantees of course. And I have no positions in any Canadian driller right now.

But thought this was worth mentioning.

Cheers

Iso
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