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Gold/Mining/Energy : Ensco International Inc. (ESV)
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To: David Lawrence who wrote (932)3/22/1998 11:50:00 PM
From: Hector  Read Replies (1) of 2005
 
David,

<That's what I've been doing, but I can stomach a long hold if necessary. I'm currently holding ESV, GLM and PKD. GOU as a pure oil value play. I don't think I'll be buying tomorrow, but we'll see.>

Don't be surprised by a gapup at the open because of the all the
excitement from the agreement, but I would be willing to bet that the
drillers close down for the day tomorrow. The drillers are nearing a
bottom, but not just yet. We need one more selloff.

Regards,
Dave
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