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: upanddown who wrote (44078)	5/5/1999 10:07:00 PM
From: The Ox	Read Replies (2) of 95453

Personally, I would prefer to stick to the "pure" E+P play over PZE, where 2/3rds of their business comes outside the E+P sector. I think we will see exploration and drilling come back into favor in the second half of this year. Those companies with large, proven reserves will have the best shot at making the early big bucks. That's why I like my faves, APA, APC and SFY. With about 60% NG reserves, APA might get the nod over APC if you are convinced that having a greater exposure to NG is the key to outperformance in the sector. I welcome other opinions.

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