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

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To: ItsAllCyclical who wrote (61271)3/2/2000 1:10:00 PM
From: SliderOnTheBlack  Read Replies (2) of 95453
 
How many times did I bring up HOFF (VBG) = +20% !!!

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To: SliderOnTheBlack who wrote (61097)
From: SliderOnTheBlack Tuesday, Feb 29, 2000 2:37 PM ET
Reply # of 61283

HOFF NR lots of upside for these laggards ?
NR is in the land drilling serivce sweetspot - surprised it's not $8's here, HOFF bit later in shallow water - but terribly cheap here imho...

Anyone seeing any other nice laggards in service they like ?

TMAR GMRK not moving at all - small cap boats may be the only thing that shows life later than FGH (VBG) ?

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ETEP +19 % RRC + 15% HOFF + 20%

My small cap "basket" be lookin mighty good... damn lil' UFAB woke back up too, not holding as much as I had however...

OXY coiling like a spring on good volume, sitting large & fat with margined mini-majors as the recepient of my profit taking here:Lg caps mini-majors -P UCL MRO COC b ETP OXY

Also holding non-margined positions in:
Mid caps: UPR EOG NBL BR

Small caps: XTO PXD

Micro caps: RRC CRK TMR EPEX MEXP

OSX: FLC RIG DO HAL - some PGO VTS - basket of HOFF UFAB NR TMAR

Bought BSNX & more OXY & more P this am.

Added some EEX to the small cap basket - for a very speculative play.

PS Damn, Sarge - you must of held that post of Princess Di's for quite some time . Was that before, or after she spewed on RIG at $24 - saying it would blow back off with the SLB dilution ?

PS Sluggo - got RRC ? - and this is the 3rd time you've "quit" and left; is this one for good ? Or, will you just re-surface with a new subscription & screen name ?

Adios - don't let the screen door hit you on the way out; say Hi to JL for me...(VBG) ~
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