Strictly: Drilling and oil-field services Message Board

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

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To: mph who wrote (16987)	3/28/1998 7:58:00 PM
From: Chuzzlewit	Read Replies (2) of 95453

MPH, what absolutely fascinates me is the chasm separating my opinion of this sector (the greatest value sector in the market) contrasted with the opinions of the gurus (no compelling reason to invest in the sector). I assume we (the gurus and I) agree that ultimately the marketplace values cash flow in valuing stocks, then either I or they are way off base in our respective analyses. So, I'd like to know from one of these guys where I've gone wrong. Unfortunately, I've never seen analysis put up by Burke, Cramer or Pissani. Regards, Paul

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