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

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To: Gary Burton who wrote (52039)9/28/1999 4:50:00 PM
From: Winkman777  Read Replies (2) of 95453
 
Gary, great move in going to almost all cash a while back. I sold all drillers also, but reentered today, RIG, NBR, and KEG.

But my favorite is E$P APA. IMHO Apache has made all the right moves. Filling their wallet, buying properties, increasing gas production a lot, and still looking for more opportunities. Being able to pick it up for 20% less than 3 weeks ago is almost a steal.
The little E$P's, even though they are not exactly Dan's Drilling and Live Bait as Diana calls them, are not my cup of tea. APC is also cheap - BUT all that insider selling concerns me.

Still like HRC, even though down a tad. Thanks for your efforts.

Still sitting with 30% cash. Take care all, ;-)man


EDIT***********API***************************************8

CRUDE -3.7
gas - .5
dist +1.5 I like them.
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