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Strategies & Market Trends : Ride the Tiger with CD
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To: LoneClone who wrote (107598)3/9/2008 8:54:17 AM
From: que seria  Read Replies (1) of 313059
 
I own SVW and don't see much better risk/reward among the microcap E&Ps. More developmental drilling than pure exploration, so it has none of the pizzaz of the slice-of-an-elephant plays such as ENG or the what-if plays such as MCF. (I buy those types of E&P micros too, although I'm not in either of those).

It is likely to be a 2nd half story, only after production is on line for a while and more wells have been drilled. I'm expecting a boring hundred percenter this year--something I can rarely say about the far riskier exploration stuff I usually buy. Here I see more execution risk than finding risk. Company got a big capital infusion several months ago.

Good work on the watchlists!
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