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: SliderOnTheBlack who wrote (58882)	1/21/2000 5:52:00 PM
From: SliderOnTheBlack	Read Replies (2) of 95453

OUCH ~ Deutsche Bank Analyst says Driller/Service is OVER VALUED HERE ! likes KMG for a $100 price target ! Like's Chevron I believe & Occidental... wants companies leveraged to the actual commodity prices - ie: E&P's - but, large caps without heavy refining exposure that most Intnl Oils have. I'll bet lots of institutions move quickly to the 2nd tier $1Billion + mkt cap co's that are pureplays on commodity prices - without refining, or chemical side business, like EOG NBL BR UPR's; which look like good alternative's to the Supermajors imho. APA has broken out a bit, laggard $1B + market cap co's may be the sweetspot here. $100 KMG ??? hmmmmm; I'll make the bet on $35 NBL, or $25 EOG, or $19 UPR, or $50 BR are seen before $100 KMG...

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