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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Big Dog who started this subject8/15/2002 9:58:17 AM
From: Big Dog  Read Replies (2) of 206299
 
Salomon Smith Barney

* Our base case is that the oil service group will outperform the
market over 12-18 months. We recommend adding to positions with the OSX
below 85.
* We believe the data show that the group will outperform in an
improving economic environment and underperform in a weakening environment
* Historical performance of the group compared to oil price surprises
suggests the OSX should continue to outperform the market
* Our outlook for the oil service group is highly dependent on the
course of economic recovery, especially in the US. Natural gas storage
trends and prices will play a key role in the performance of the group.
* Valuations on forward earnings are attractive given projected eps
growth.
* Due to uncertainty about the US market, we suggest focusing on
leverage to eastern hemisphere activity, exposure to secular growth trends
and special valuation situations.
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