Kenny, hello.
Ahhh...it's good to be back. Four months in SE Asia, drilling a duster - but that's the business, isn't it? Anyway, it was a technical success, if not a commercial one.
I put in a buy order today for FLC at $6...it may not get filled, but that's what it's worth to me. I see another fairly serious dip in the oil commodity prices before the first hay cutting in Texas- and that's when I'll do a little more loading up.
I'm long on TDW, HAL, DO, FLC, GW, RIG, WFT...and looking at APA, PPP, and CLB.
I'm buying into the notion that there will be a strong demand for gas in the US in the next year, and POGO producing is well positioned to take advantage of that. As for Corelab - well I just started looking at it today - any thoughts? And Apache has been a favorite of mine for a while.
Regards and Good luck,
Aggie |
