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: Frank who wrote (61329)	3/2/2000 6:26:00 PM
From: SliderOnTheBlack	Read Replies (3) of 95453

Frank - we're like the Billy Martin Yankee's - a few clubhouse fights - are purely motivational, an opportunity to blow off some steam - but, nothing to keep us from winning ! Other than SargeK - who in real life looks like Don Zimmer by the way... we forget about it and go on... But, Reggie did have it right when he acknowledged that "HE" was the "Straw that stirred the drink"...(VBG) ~ Today was as enjoyable as an autumnal day in Yankee Stadium under the crisp October air & bright lights... BOOM 2000 arrived in style today ! I collect & enjoy fine wines; but - tonight - I'm buying a 12 pack of Old Style and getting one of Chicago's finest Sicilian Stuffed Pizzas, plopping myself down at my home office desk, letting the dog - have a few slices as she lays at my feet and just gonna feel goooooooooooood about this long hard profitable day and do my "DD" and formulate a gameplan going forward. The is STILL vast profit opportunity here. I honestly believe there is the opportunity to margin wisely and safely and make 50% to a double your portfolio total return within one week after OPEC announces... with the mini-majors & XOI stocks. Roebear - I think it's natural that their is some profit taking here - we had major volume here of late - look at SLB etc and given that the DOW , or NASDQ did NOT blow off; we just may have seen the bulk of the move allready. Any retrace will be from a decrease of buyers - not any fundamental selling. Time to be a savy stock picker - or just hold in the OSX - because there is little cheap other than FLC today imho. BUT ! the once in a damn lifetime opportunity that I am virtually unable to contain myself over - is what MANY PEOPLE here are talking about - the laggard nature of the XNG & Most importantly the XOI. This anomalous divergence gap in valuation to the OSX - MUST and WILL be closed for there to be a REAL Boom 2000-2001 which we all KNOW there is going to be... TX has nearly 50% upside for crying out loud; but I love the "mini-majors & Integrateds here - P UCL COC MRO OXY - as well as Nat Gas plays like BR - ohhhh still sooooo cheap, NBL EOG and mid cap names like PXD UPR XTO are still fundamentally dirt cheap and have 50% - yes, FIFTY PERCENT upside to their very recent highs and they are going to crush the numbers going forward - the upward earnings revisions and surpassed estimates will lead to upgrade-city in XOI & E&P land imho. Remember; the REAL Institutional momenteum money flows to SLB BHI HAL in the OSX - but, their real forray's to the Oilpatch will be in the XOI & Integrated names imho. One may be able to trim 1/2, or at least their margined positions in OSX stocks (keeping some longterm) and rotate into E&P's and mini-majors and make a killing here-jumping onto and catching the next freight train sub sector. Small caps as well; are going to explode - we saw some today move 20% ! Wow, what a day.... Old Style - here I come... the Dog is gonna love this ~

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