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

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To: The Fix who wrote (57778)1/3/2000 1:42:00 PM
From: SliderOnTheBlack  Read Replies (2) of 95453
 
Fix CHK...

Fix - sorry, I dont follow TLM, or CHK closely; on CHK, I kind of settled on CRK RRC for high debt oversold small caps - CRK has more liquidity than most - new bank line, new discoveries, cheap cfps multiple etc. - you can throw a dart in most small caps more than likely... some like BNO are enigma's, EPEX blew off from $7 to $2's etc - I like those with lots of info publically available & good analyst following & Institutional ownership. TMR technically looks like a strong bouncer here - mid/low $4's should be easy.

I really am swinging back to the larger caps like EOG NBL UPR since they're coming off $2-$3 from recent move - back to prior lows...

TLM DVN are rocks, excellent co's - I just don't follow them, look for more volatility - upside potential. Also, MRO is a nice buy here for those wanting less volatile big caps... I traded KMG early in the cycle - moved well, not cheap though here imo...

anyone nibblin ?
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