Strictly: Drilling and oil-field services Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Think4Yourself who wrote (64758)	4/17/2000 12:23:00 PM
From: SliderOnTheBlack	Read Replies (4) of 95453

"Q" - just a little "hint" - sell the trumpets - buy the cannons... Right Bullsky ? ...only NG play that's screams "buy me today" - is BSNX - and it screams ! Driller, mo-mo fav's in service like BJS and the mid cap laggard fab -pipeline offshore svc co's are THE buys here imho... "Q" - I actually wish I had more Gas stocks to sell (allready sold & rotated out of most) to buy drillers & tech ! I won't post my tech "bounces" today - not too shabby for first day shopping. Ventured into the pre-open mareket & did well on 3 tech trades. I am making the bulk of my tech/iNet venture with a bit of a bet on CMGI. This is back to early 1999 - 12 mo low base levels and is a 3-bagger to it's recent high. This is THE play on the Internet stocks imho - nice that's it's a bit of a "Basket Play" all by itself - has allways been my fav' tickled to death to own it and the best kept secret & value play on a risk vs reward play in net/techland - WCOM ! CXIPY cheeeeep here along with OII , SCSAY for subsea fans - offshore service is the place to be a shoppin' Got FLC, have the finger on the button on ESV,GLM,RIG - will buy if any dip below the intra-day low here. Dipped into more FGH - amazing; post - conference call; 75%+ of the risk is gone and now we get to buy it 15-20% cheaper...still it's a mid teens play on repair, refurb & shipbuilding - a $20'-$30's play ONLY with a return of the newbuild rig boom, but mid teens is a double +. HOFF GLBL - FGH UFAB GIFI - CXIPY OII SCSAY groups look cheap here for nice subsector niche plays.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next