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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: drsvelte who wrote (2205)10/18/1997 6:47:00 PM
From: drsvelte   of 95453
 
Interesting discussion on prospects of drillers and oilfield service can be found at www.briefing.com. "StreetBeat" area carries a dialog with James Wicklund (senior energy analyst at Rauscher Pierce Refsnes) and Thomas Bates (CEO, WII). Both bullish citing "fundamentals stronger than any time in recent history." Good earnings outlook with essentially fixed operating costs but increasing dayrates. Neither see any major black clouds. Recommendations include, for drillers: FLC, RIG, NE, RDC, ATW, UTI. For services: BJS, WII, TDGO, ADGI, KEG, DPSI

drsvelte
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