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

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To: Michael Berkel who wrote (5123)12/14/1997 5:07:00 PM
From: Jack Clarke  Read Replies (1) of 95453
 
Michael and all:

I stumbled upon this thread and don't profess to know much about the subject. But I attended the Grant's (of Interest Rate Observer fame) Investment conference in NY in October and one of the speakers was Lewis Lehrman of Ten-Squared Fund. Mr. Lehrman was very bullish on oil and drilling for a number of reasons, but he thought many of the American ones were overpriced. He recommended Canadian Fracmaster, and I bought some. Does anyone on the thread know anything about it or have any comments? If I am not supposed to mention specific stocks, I apologize.

Jack
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