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: The Ox who wrote (42357)	4/16/1999 11:09:00 AM
From: SliderOnTheBlack	Read Replies (2) of 95453

MichaelHappel; thank you - yes TCMS is verrrry interesting ! ...anyone else notice that the laggards are getting fewer and fewer. TCMS and OMNI I like, would buy HLX, but I want it a little cheaper - don't know if I'll see it though. I did blow it totally on HOFF - it's taken off of late. I had this researched, loved everything I saw on it and failed to pull the trigger - looked much better than GLBL (which I like) on a fundamental basis - much stronger earnings at a lower price - HOFF on a dip is a buy - Paulo's old fav... Boats may be the next move imho folks; TMAR GMRK are my fav's - TDW has less risk, but I want 30% ''pop''s short term and 50% potential moves post OPEC reporting - both of these will potentially be there... Buying CRK today with the HMAR money, looking at RRC again; SSB has some interesting analysis on the high debt/leveraged natural gas oriented small cap E&P's - I like these 2 and HSE. Allready have OEI- but did sell some and XTO looking good; would highly recommend OEI/XTO on any moderate retracing here... Man, I just can not - not sell some stock here folks - when I see this mo-mo movement I have to hit the cash register button - It is soooooo hard not to sell/take some profits when it has been soooooo damn hard to get some over the last year.... again, what works for me is taking the middle 1/2 to 2/3rds of these moves - I don't mind missing some of the upside - and am getting lucky ? - or doing my research well and am still coming up with equally, or even superior laggard-rotation plays. But, my watch list is dwindling as we move up here.... I actually see some values here that look HIGH - yes very HIGH ! HAL/SLB ???? look at the most optimistic year 2000 eps ? Is someone going to be a buyer at a PE of 40+ on these two next year ??? I must have spent wayyyyy tooooooo much time wallowing in the bottoms here of late - sorry; but I'm getting dizzy at these heights on some stocks here - my finger keeps having sell button spasms....(VBG). good luck - trying to catch CRK cheap today.....researching/ looking at boats & TCMS... damn, I'm really late now.....gotta go

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