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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: waverider who wrote (20783)4/29/1998 9:26:00 PM
From: NucTrader  Read Replies (1) of 95453
 
I like CDG and RDC. Both trading at PEs of 13+. RDC has their fingers in a lot of pies - land and offshore drilling; steel mill and heavy equip. manufacture; helicopters and fixed wing aircraft. While this might be a detriment in some scenarios, when times boom, as I think they will, they'll run. They also have good management. Cliff's has few shares outstanding, is well run and a favorite of the Mo-Mo boys. I've followed this sector almost two years and have yet to see a drilling stock which can or has run like CDG. All of above, of course, IMHO. I don't own any FGII yet but will remedy that if it drops down. So many interesting choices! So little money! Good Luck!
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