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Gold/Mining/Energy : Swift Energy (SFY)
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To: PuddleGlum who wrote (850)7/31/1999 11:46:00 AM
From: Mark   of 1602
 
PG - OT, I looked long and hard at APA and nearly bought some last week, but it is looking expensive. I was an EVER holder earlier in the year and made a nice profit. I am watching EVER again, but do not like their earnings potential short term - they've really made a mess of their hedging. I am also watching PGEI as another coal bed opportunity.
Having looked around last week for something at good value I was fortunate enough to buy some TDW below $30.

I am long on SFY, MEXP and PETD amongst E&Ps, and TDW, RIG and ESV amongst service companies. I still have my disastrous 1997 buys in TMAR and HMAR, but am being patient! PETD still looks good to me, so it might be worth a look. It is a useful combination of driller and producer.

FWIW, the IBD NG pick list was -

1) Mcmoran expl.
2) Barrett Resources
3) Prima Energy
4) Basin Expl.
5) Vastar Res.
6) Pennaco Energy
7) SWIFT
8) Pogo Producing
9) Apache
10) Newfield Expl.
11) forest Oil
12) Key Prod.
13) Stone Energy
14) Union Pacific Res.
15) Houston expl.
16) Evergreen Res.
17) Mitchel Energy
18) Maynard Oil
19) Pioneer Natural res.
20) HS res.
21) Nuevo Energy
22) Devon Energy
23) Enron Oil Gas
24) Louis Dreyfus Natural gas
25) Cabot Oil & gas

Mark

p.s. I've just ordered my P&F charting book, so hopefully will soon know what you are talking about :)
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