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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Tomas who wrote (88188)2/27/2001 10:57:52 AM
From: isopatch  Read Replies (1) of 95453
 
Hi Tomas. Thx for the Simmons piece.

Am with Matt 100% on the bullish multi-year secular case of the oil patch, particularly in the case of NG.

Right now however, we are in an important cyclical correction in the patch stocks that will provide a great buying op for those of us who raised cash near the recent highs.

However am nowhere near bearish enough to be in 100% cash. Continue to be comfortable with special situations like EEE and LOILY, which can both be accumulated on any weakness for gains IMHO.

EEE is on the auction block and the results of the bidding should be known in the next few weeks. While LOILY (which you made me aware of last year) is a longer term play, attractive both fundamentally and technically.

Cheers

Iso
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