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

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To: Think4Yourself who wrote (44424)5/10/1999 2:43:00 PM
From: tdl4138  Read Replies (2) of 95453
 
<CRZO>

Bearing in mind that this stock traded at over $15...in a better crude environment...I'm taking the bet that we have a chance that history will repeat itself...especially after these small companies have gotten extremely lean...and taken huge write-downs...

The problem as I see it...is trying to figure which ones have the management and balance sheet that will allow them to take advantage of the current turn-around in crude. CRZO seems to be a better than average candidate...especially looking at the balance sheet.
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