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

To: Think4Yourself who wrote (50471)	9/6/1999 11:13:00 AM
From: Gary Burton	Respond to of 95453

Interesting--I own only 2 oil related stocks--TMR and RRC--who woulddathunkit.----I can't figure the chart of MEXP and it's too lowpriced for my blood so I ignore it.--The drillers mostly seem overvalued to me at the moment and I've lost interest in them.

To: Think4Yourself who wrote (50471)	9/6/1999 11:28:00 AM
From: Ed Ajootian	Respond to of 95453

Johnny Q, , I'm a big Comstock Resources (CRK) fan and have started up a board here but have yet to receive a single post! Maybe I'm missing something but I feel they are still way undervalued. Hard to see where you can go wrong paying 2 x next year's cash flow on an O&G stock. I also like TMR quite a bit and actually all new O&G investments are going there for now. They have a 60/40 oil vs. gas mix, and are basically unhedged, so they should have a blowout 3rd quarter. CRK as you probably know has a big portion of its gas hedged at $2 until October. I'm thinking that the best play for the traders may be to get into TMR now and then roll out into CRK after TMR 3Q numbers come out.