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: CpsOmis who wrote (50461)	9/6/1999 3:39:00 PM
From: Lee Fredrickson	Read Replies (1) of 95453

Cps..., For the best fundamental analysis discussions on OFS investing that I've found in ~three years of looking, I'd go back and read some of the early postings on this thread. At that time the sector was approaching a boom- time high in popularity and profitability and the general tenor of the discussions was buy and hold. Why to do so was discussed by many participants. In particular, Razor had interesting ideas along these lines. (And they in- volved cash flow, as memory serves.) When the sector nose-dived, many bailed out, and the population cycled a bit. I still recall (and have printed out somewhere in 'deep-stores') some long running and very informative and enjoyable discussions of FA b/t Chuzzlewit and jbe. Down the pike a bit further, trading sort of took over, perhaps for it's ability to make some money in the up-and-down nature of what has been an uncertain environment for the industry. You'll also find some great industry technology info from Aggie and others. Some good research links, too. Adio, Lee

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