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: Razorbak who wrote (49411)	8/17/1999 4:06:00 PM
From: SliderOnTheBlack	Read Replies (1) of 95453

Razor - you forgot EGEO, maybe some FEN-Phen (FENYQ) for the ''gamblers''....(VBG). Not here for me though - holding just 4-5 concentrated E&P bets here... ''aint'' got room for any others (VBG) - adding RRC, and bits & pieces of MEXP with every ''ort & scheckel'' I can find. Bought EEX on the blow off for my ''gambling fix'' ... I'll hold for $6-7 minimum again. I guess some here - also put MEXP into that ''speculative-gambling'' niche - doesn't belong there at all imo... but - given the micro status, it's prudent to keep its weighting in perspective here. Holding RRC very, very large (near insane overweighting) and have OEI in the #2 slot - as undervalued to its peers - especially given their exploration portfolio...expect some strong Institutional interest soon, as it's undervalued in respect to BR NBL DVN UPR et al. Going to live, or die with RRC here... Buffetology says - diversification is merely a hedge against ignorance.- hope the hell he's right (VBG) !

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