Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Douglas V. Fant who wrote (19857)	10/5/2002 2:21:49 PM
From: isopatch	Read Replies (1) of 36161

Doug. <companies survive the 3-4 year slump... try to figure out what oilfield service companies, gas/electric transmission companies, IPP/'s etc., will be the survivors...> From early in my career, my approach has been deductive. So starting from my big picture view that we're in secular deflation with a still overvalued broad stock market BUT a positive NG secular trend? I'd start with companies in all the sub-sectors you mention above (Lg, Mid & small cap inclusive) having strong balance sheets and minimum usage of bank credit lines. Which of your favs would look good on that screen? Isopatch

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