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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: Razorbak who wrote (49501)	8/19/1999 12:21:00 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

Razor; now the $64 question; did you rotate the TLM $ into sm/mid cap E&P laggards ? C'Mon - tell us you did (VBG) ! here's a couple of my recommendations...fwiw - knowing your ''taste'' & all... OEI - I know you do not like those cheesy little micro's - so this is a 2nd tier Institutional fav' - lagging the APA's NBL's BR's TLM's DVN's etc. - see you @ $15 on this by late Nov.... they've done everything the Street has asked balance sheetwise - and SGO was ''the'' most undervalued exploration portfolio in the sector... they have it now... HSE - do the numbers, hugely leveraged to ea. .10 rise in mcf - curious as to your take on this little gem.... ? This is ''THE" play ''if'' we see a huge nat gas crunch this winter - no other co leveraged to prices like this nat gas pureplay. RRC - now this is not a micro; using any valuation metric; Enterprise value, cfps, EBITD,price/ net asset valuation etc this is cheeeeeep. C'Mon - talk to me Raz' on this one. I know you like those cleeeeeeeean balance sheets - Billion $+ mkt caps etc - but this one is a ''lock''... VPI - not one of my fav's particularly; but may fit your metric's a bit better than my micro fav's... Vintage has the lowest Price/Net Asset valuation in its peer group as followed by Deutsche Bank - whom I view as the most conservative Oilpatch House on the Street - gotta like this one as JUST a laggard play in comparison to its peers... OK - that's 4 for free; ideas on where to put all that TLM cash.... no more unless some Cubs, Bulls, Bears tickets change hands....(VBG).