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

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To: Evan Dimmer who wrote (8097)1/14/1998 6:24:00 PM
From: Teddy  Read Replies (1) of 95453
 
Looks like everyone is buying now
Snipped from thestreetdotcom:
"...Mockard at Putnam is holding about 48% of her fund in oil, mostly major integrated companies and some transportation companies. One of her picks out of the majors is British Petroleum (BP:NYSE). She says she is also adding to service company stocks such as Diamond Offshore (DO:NYSE), Transocean Offshore (RIG:NYSE) and Varco (VRC:NYSE), because they had reached valuations attractive to her...
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