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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Tom L. French who wrote (3208)11/19/1997 3:44:00 PM
From: Chuzzlewit  Read Replies (1) of 95453
 
Hi Tom. My approach is to buy more. I especially like ESV, TDW and VRC. I don't think the sector is over-priced, and from all that I can gather, it appears that earnings will continue to look good for the next several years. The thing that I like about these stocks is that they're like commodities in short supply, and the demand will only be mitigated by overcapacity in the industry and we should have good visibility on that issue based on the number of new rigs coming on-line.

Regards,

Paul
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