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: BigBull who wrote (61376)	3/3/2000 12:41:00 PM
From: SliderOnTheBlack	Read Replies (2) of 95453

Bull - refiners are a great play here - they've bottomed... ... had all the bad news priced into them; the key is gasoline prices.The spreads have finally caught up to crude's rise here - they'll be very profitable here forward and gasoline will rise directly into falling crude prices - potentiall setting up a real nice sweetspot for a while for refiners. TSO cheap; MRO you get it both ways - refining & E&P The Sm Cap laggard play is ...IO - talked about here before is the small cap -with only one major competitor now in their niche, lots of cash , low debt - depressed price - Fidelity dumped a ton to trim - they'll be back... BR is another absolute no brainer - has NOT broken out yet - it will $28 to $45 - do the math on margin...options interesting too. Good balance sheet and with the fundamentals of NG - a must core own.

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