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

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To: Douglas V. Fant who wrote (58579)1/15/2000 3:04:00 PM
From: BigBull  Read Replies (1) of 95453
 
Douglas, Many thanks. I can't seem to get through to the audio section of the interview, but based on the last interview I'm convinced Spears knows his stuff. I've long been looking to find a reason to buy GW. Spears may have given it to me.

He confirms my suspicions about MAVK and LSS. The only thing that makes me hesitate slightly on MAVK is the recent technical deterioration. I think it will be ok to buy LSS on a slight dip or the breakout. Based on the recent price action investors seem to have confidence that these guys will hit their earnings. The only problem is that analysts are maintaining a wide swing in their estimates.

What is your insight as an oil man for the current demand for casing, and other tubular products. Also, have you formed any opinions on TBI?

TIA

Bull
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