Strictly: Drilling and oil-field services Message Board

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

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To: BigBull who wrote (47329)	7/4/1999 12:20:00 AM
From: SliderOnTheBlack	Read Replies (1) of 95453

Bull; good choices - RGO especially... RGO is a solid buy; I am in just a few stocks, with some concentrated bets... ala~ Buffet's diversity is a hedge against ignorance philosophy...(VBG). I will buy RGO on any weakness here - and may take profits off of any trading spikes on CRK, or MEXP and add some RGO. I like what I see on ROIL - read some nice comments, but haven't followed it closely and SFS imho, doesn't quite have the cfps valuation upside as some others - (near 5x 2000 est cfps now) but I have not researched them that closely. I really like RGO however and VEI & MHR are 2 other strong upside small/micro cap plays. MHR is highly leveraged and has a very aggressive drilling program this year. EEX & FXEN have some drill bit upside as well - FXEN I think is a no-brainer, just a slow developer - they own half of Poland (VBG)...& EEX can double off of any number of nearterm drilling prospects. I am bullish as hell on the OSX longterm; I just see the next 3-5 months as a basing mode, trading in a narrow range, while the fundamentals catch up with Oil prices - and the E&P's are reaping the profits right now - they don't have to wait for cap ex spending etc. To a degree they have more control of their own destiny in a positive commodity price environment. It's just a rotation play - hopefully, I'll hit the E&P run; now through year end and take some profits in time to catch the Q1 2000 OSX spike,,,

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