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Strategies & Market Trends : Three Amigos Stock Thread

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To: Ken W who wrote (505)	2/11/1998 9:12:00 AM
From: lostmymoney	Read Replies (2) of 29382

John Tozzi, Hedge fund manager (Cambridge Investments) sites ESV, NBR, CDG, RON, SCSWF, and GLM in March WORTH magazine. He states that the world is experiencing the tightest supply-demand balance in oil and natural gas in a decade, pumping 97 percent of proven capacity. He has ESV est. earnings at 2.65 1998 and a p/e of 9.6. A 63% growth rate from 1997 -1998. Carl Thorne CEO of ESV states " There simply aren't enough straws in the ground to produce what we need." He is from San Fran huh Ken? Mike

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