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: jim_p who wrote (71209)	8/19/2000 10:35:09 PM
From: isopatch	Read Replies (2) of 95453

Jim. Speaking of reaping a few rewards. Here are my 4 strongest NG E&Ps (3 are sm caps and the 4th is a small/mid-cap) vs the XNG for the past 10 trading days. The comparison chart ref below takes us back pretty close to the start of this rally. siliconinvestor.com ESNJ has lagged behind the XNG for this short time period due to a poorly presented qtrly report which also, as you pointed out, contains some less than thrilling details<g>. Am expecting next weeks release updating their field operations to be much more bullish. PQUE is the largest of the 5 E&Ps positions and the most recent with a basis of 2 15/32. It closed at $3 yesterday. Like the others it should go much, much higher both intermediate and long term, IMHO. The income segment of the portfolio has acted well this year and seems on track to some good LT gains that will significantly sweeten the very high, mostly tax deferred distributions. This weekend will be doing the usual review of buy and sell candidates to watch and possibly pull the trigger on next week. So far, so good since the recent intermediate low. Best Iso

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