SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Strictly: Drilling and oil-field services

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: hdrjr who wrote (64268)4/11/2000 12:28:00 PM
From: SliderOnTheBlack  Read Replies (1) of 95453
 
SEI ? awfully cheap - acctg issues aside, also MDR ?

Lots of laggards, basing here look interesting.

SEI - acctg issues, huge short interest - but, dirt cheap

MDR - asbestos/BK spin out - $8 near the lows; balance of company certainly worth $8+ - easy double for the patient ?

FGH - much of the risk was in the market reaction to the "CC" - technically, its holding okay here, may be worth an entry again on a technical basis - as part of a small cap laggard "basket" - not a load your boat play.

HOFF - this is a load your boat play - nuts & bolts GOM niche that will fly with the Nat Gas drilling ramp.

SEI - notorius acctg issues, but historically dirt cheap here, maybe a 50% bouncer trade at the least here.

UFAB - sub $7 is a no-brainer for a long term basket - certainly a mid-teens late cycle play for a double

WG IO NR still cheap - still good values in momenteum plays for KEG SESI as well.

Small caps awfully cheap here - remember, the 15-20% one day moves when the funds start accumulating these...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext