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Gold/Mining/Energy : Swift Energy (SFY)

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To: Mark who wrote (764)4/17/1999 7:02:00 PM
From: wolfdog2  Read Replies (1) of 1602
 
Mark, I'm still around. I sharply increased my position in SFY when it was under 6 and I'm just holding. My other big holding is XTO, which has also been doing well. With hindsight, I'm sorry that I didn't put a greater percentage of my portfolio in E&P stocks a while ago. On any significant pull back, I intend to increase my position.

OT. One of my favorite non-tech stocks (most of my holdings are in the tech sector) is FLOW. They are a leader in the manufacture of water cutting tools. What makes the stock interesting is their Fresher Under Pressure equipment, which kills pathogens in fresh food without heating. They recently signed an agreement with a seafood processor and have a test program going with Tropicana. If Fresher Under Pressure takes off, the size of the company will double. Meanwhile, the company is growing earnings at about 20% a year and sells for a reasonable p/e.
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