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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Think4Yourself who wrote (73402)9/14/2000 2:47:15 PM
From: Sharp_End_Of_Drill  Read Replies (1) of 95453
 
John_Q, I'm also doing quite well this week on the NG producers. I'd suggest you look at EPG - their valuation is incredibly low and according to my model at their current price their PE will be 10 in two quarters, and 7 in four quarters. These values are based on very conservative 10% net margin. EPG also dominates pipeline transmission and are very strong in storage, marketing, and production.

Also, look at PDE's valuations compared to the rest of the offshore drillers. In my opinion they are the best value left.

Regarding the molten carbonate fuel cells - I've got a message in to a friend who is a research engineer at GM who has worked on the fuel cell project. I'll try to find out the scoop on this different type.

Sharp
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