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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: SJS who wrote (15764)3/21/1998 10:46:00 AM
From: Wallace Rivers  Read Replies (1) of 95453
 
Thanks, Steve. I have a contact who just returned from a conference where there were presentations by, among others; HMAR,TMAR,PDS,PTEN, BDI,MAVK. From the HMAR presentation by the CFO the feeling he came away with is that fears of loss of business in the face of a decline in the price of crude for this company are way overblown. Most stocks in this sector seem significantly oversold and cheap IMHO.
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