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: SargeK who wrote (36796)	2/4/1999 5:40:00 PM
From: SliderOnTheBlack	Read Replies (3) of 95453

SargeK - you have one of the ''best'' longterm winners in GIFI .35 cents is a .05 cent upside surprise - which is 15% + . This stock was heavilly short-traded into this earnings announcement - bad move; these shorts just will not learn here... the module contract would kill then - what were they thinking ? Shorts - ream 'em & weap: biz.yahoo.com Value Fund - Pilgrim Baxter - great timing here; Feb 1st 13G filing edgar-online.com Can you imagine where GIFI will be ''if'' they get to rebuild that module that was lost at sea by McDermott !!!! - $7 now versus $16-18 on its pop this past go-round just weeks ago .... ! The biggest single catalyst here will be the very, small handfull of companies that can show year - over year increases in earnings. The #1 Oil analyst/Hall of Fame All Star etc - a young guy - can't find my notes - picked GIFI & UFAB as the 2 clear leaders longterm here - micro-cap & not on the radar screens for the funds yet - keyword yet ! With this type of earnings improvement in the downtrodden oilpatch GIFI & UFAB will get strong value fund/small cap play shortly and the Energy funds will start nibbling ... Buy these 2 companies NOW - trade 1/2 and put 1/2 away for 5 years ! FGI GIFI UFAB PGO CXIPY VTS CLB are the ''Earners'' here - big upside potential and strong earnings performance in a down enviroment. These are solid, solid buys here... CDIS & DRQ are sleepers, perhaps OII as well. I am gettting excited here... Do you guys realize what FGI UFAB & GIFI are doing performance-wise in this historically terrible Energy Enviroment - these CEO's deserve Medals of Honor here imho. This is like Steve Carlton winning 27 games for the last place Phillies ! (listening Papaya ?).... growing earnings, let alone earning a profit, is exemplary here. Look at CLB & VTS who are acquiring and upgrading technology left & right - I think VTS has shown the most savy management in the Sector - I love this company; and my ''Veritas'' Baseball Hat sits on my Mantel next to my NY Yankee & Notre Dame Hats on my ''Winners Wall of Fame''....... (allthough ND is on probation here - living off that old-time tradition) .... going to have to get a FGI hat soon !

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