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

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To: Platter who wrote (37845)2/19/1999 3:57:00 PM
From: Wowzer  Read Replies (1) of 95453
 
Hey everyone, I have been lurking on this thread for a few months now. There a quite a few very knowledgeable if not broke people on this thread and like to get your guys opinion. Call me crazy but I am making a major sector bet and planning to hold for 2 to 3 years at least if necessary. The valuation of these companies has attracted me and have been slowly purchasing em over the last month, except for UTI which I have owned awhile. I am about 3/4 done with the amount of money I want to put into this sector. I am looking for any suggestions on stocks that would round out or be good additions to my portfolio. Also, if you see any that I own and you don't like please inform. I am looking for companies that have good appreciation potential but at the same time ones that can weather the storm and not file BK on me. My list so far is as follows:

Thanks,

Rory

Current holdings:

UTI in at 12 (god what a mistake)
GLBL in at 5 1/2
RIG in at 22 1/16
BHI in at 16 7/8
VTS in at 11 7/16
PTEN in at 3 3/16
FGI in at 11
HAL in at 30
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