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

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To: Gary Burton who wrote (39485)3/10/1999 1:35:00 PM
From: SliderOnTheBlack  Read Replies (1) of 95453
 
Gotta do some cheerleading here for the E&P's

AXAS up 30% + in a day - bought an initial position yesterday via rotation .

FEN a near triple - but from January's blowoff. Some of these small/micro cap E&P's were so sold off due to high debt that they became virtual options... Way - way overdone.

FEN was very risky _ i would not be a buyer here - AXAS not as much risk as FEN - but still a risk - solid insider buying of late & still a bargain; and I will suggest MLRC as a safe huge play for production upside; MARY for a solid nat gas play and ; FXEN humbly for my next ''homerun'' ....

If this is the real deal - UFAB, GIFI & VTS are still soooooo cheap. But then we have CAM - a little heady for the eps imho; Also - is ATW worth more than RIG ? - since when....?

Interesting anomalies out there - still lots & lots of buying opps...

PS HLX will rise again ! is that really .23 x sales ? - geez; if these guys ever contain costs - that double in revenue may make someone some money ! - and HLX will NOT be a $4 - look at the old insider buying the last year by the way... Not my fav company - but I like it as a stock !
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