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

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To: Robert Floyd who wrote (19977)4/22/1998 1:25:00 PM
From: waverider  Read Replies (2) of 95453
 
Without being redundant, you might want to go after the winners and not put more money into a laggard. ESV was lagging and is now catching up with the rest, so it was a good idea to put some money there. However, we had a better perspective on that company due to Baird's excellent analysis. GLM, on the other hand, has always been a laggard and does not appear to be changing its course.

The growth prospects are much better for companies like NE, CDG, and FGII than GLM. Ask yourself, why would you invest in GLM if other companies show better potential?

Rick Hydrocarbon
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