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Strategies & Market Trends : Sharck Soup

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To: Softechie who wrote (21760)	5/9/2001 6:43:08 PM
From: Jimbobwae	Read Replies (2) of 37746

Energy ideas HAL - in addition to Oil Field Services also have exposure to Defense logistics. SLB - Competes in well services with HAL and has tech investments in Smart Cards, Wireless electric meters. Recently took a hit for Tech investment but is unwarranted IMO. I have worked with the R&D group at this Co. and am impressed by their investment criteria & discipline OEI - has property in the GOM and West Africa with good prospects. AES - Global power provider has risk exposure in emerging countries but a strong management team and progressive corporate culture. Blood pick - DQE just got crushed for missing #'s due to "investment underperformance" I am playing it for a rebound in the next few days SSSS - Oil services provider and defense vehicle company strong management saved the company in the early 90's and diversified it.

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