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

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To: jbe who wrote (22779)5/24/1998 7:31:00 PM
From: MonsieurGonzo  Read Replies (1) of 95453
 
jbe; RE:" YTD Performance of OSX/XOI Stocks "

There's nothing wrong, jbe - your YTD numbers show about the same
rank for the stocks; if you look at my little list, I used
23-JAN-98 as my 'beginning of the year' starting point, and I simply
glanced at the charts and picked a price that seemed "typical" (^_^)
After all, the idea was to rank the OSX sub-sectors.

Machinery&Equipment (OSX.M) outperformed the Drillers (OSX.D), is one
conclusion we can make about the last few months. Services (OSX.S) did
well if you chose well... the 'bellwethers' OSX.D=SLB, OSX.M=SII, and
OSX.S=HAL, were not the leading gainers. OSX.T=TDW Transports didn't
make any money. I guess I'm just painting with broad strokes, jbe.

Anyhoo, FWIW here's my " OLX portfolio " :


30% BigOil:

28s XON
22s BP
32s TOT

20% Drillers:

40s RIG
65s NE

40% Mach&Equip:

33s RON
42s DI
77s VRC
85s GIFI

10% Services:

99s GLBL


-Steve
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