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: Think4Yourself who wrote (48514)	7/28/1999 2:51:00 PM
From: SliderOnTheBlack	Read Replies (2) of 95453

Lingerfelt - so you joined the ''diversity is a hedge against ignorance'' club huh ! << TMR, MEXP, TEXP comprise 80% of holdings. All holdings are in small E&P's. Not trading at all anymore because convinced I have optimal portfolio now.>> ... when you follow a sector religiously for a year, or more - you get to know some companies like the back of your hand, know the trading patterns, in some cases know who the strong & weak hands are institutionally, know insider buy/sell trends, the trading patterns off of good/bad news/earnings etc. This loading up in 3,4 stocks is NOT as crazy as it sounds; - ''IF" you know these companies as well as the one you work for etc ... TEXP, TMR are nice plays; I like CRK because they are like a coiled spring with upcoming production & increased capex spending being held off untill the hedges come off - and the undervalued, laggard performance they've had because of the hedges... it will soar come mid October. HSE I like as it has more cfps & eps leverage to rising nat gas prices than nearly any other E&P and is 80%+ in Nat Gas... and trades at a ridiculously low multiple of cfps here right now. RRC for the reason mentioned earlier and that it's retraced 20% from it's high/spike off of it's joint venture press release on low volume. good luck - looks a nice portfolio...

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