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

To: upanddown who wrote (50566)	9/8/1999 9:21:00 AM
From: BigBull	Respond to of 95453

John, I read your previous post re TCMS v HOFF, and it made some very good points wrt value comparisons. IMO the reason the market values HOFF higher than TCMS is that HOFF came out of nowhere to become #1 and #2 in the GOM in pipelay/pipe burial in something like 2 years. Really astonishing growth. Growth usually receives a premium over value. Does this mean I don't want to buy TCMS - Hell No! Rory's highlighting of the insider buying + the chart really woke me up on this one. The value you point out also attracts me. The way I figure it there will be plenty of work for all three offshore construction cos, but GLBL and HOFF are the clear #1 and #2 in the biz. My buying zone is between 5 and 5.5. Will load at those prices. Still think TCMS needs a bit more sideways corrective action but then a breach of the neckline. What, maybe two weeks? BWDIK Bull