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

To: Andrew Brockway who wrote (51478)	9/20/1999 3:46:00 PM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

this does it ! If I don't have any company -screaming BUY this selloff - you'all need slappin ! This is "the" one folks... we will NEVER test OSX 80 again after this - NEVER ~! Today we have $2, $3 blow offs in the names. This is where the little guy gets the advantage. We do not have redemptions. We do not have to worry about our fellow Portfolio Mangers outperforming us etc... If you've done the "DD" and you have your stockpick/watchlist handy... we are entering the SCREAMIN' BUY ZONE here ... ==================================================================== AndrewB; why bother with FGI short here... because untill today; nothing much was happening.. I had a little cash sitting; got MEXP (VBG), willing to sit on RRC as long as need be; and untill I saw the upgrade & the initiation of MDR into this selloff - nothing else looked playable. I simply see MDR as being able to pop very quickly - and I am a STRONG MDR BUYER and on MARGIN right here... I am not waiting for the breakout; when we bounce off of this selloff - as with MDR getting a coverage initiation today; and an upgrade to a level 1 BUY from SSB; all they need is the "final" news on the Indonesian Pipeline Contract investigation and this flies... No service company has this combination of Market Cap, diversification, but still very upside recovery leveraged, balance sheet and CASH unlike anyone else.... this is a dream company to own longterm in a multiyear Oilpatch recovery here - very, very low risk - virtually none on the balance sheet side... GLBL just made tremendous acquisitions; forget the dilution -period; this is also a TREMENDOUS company to buy here on a 2-3 year Oilpatch recovery. Neither GLBL, or MDR - require the huge, near historic levels of Cap Ex spending to support their prior highs; as I believe FGI does. MDR is strongly leveraged to the longterm Nat Gas & Utility story as well - I want to buy that vs. thinking there is another FLC Newbuild program waiting in the wings, for FGI - NOT ! Pick your "ponies" folks - Mount Up; this is the blow off I've been waiting for.... load the boat, the car, the neighbors boat & car, the wagon, empty milk jugs - any orfice in which you can cram E&P's, selected drillers and the Nat Gas - pipeline & utility power const - service stocks into - Just Do It ! Damn; if we see OSX 80 - this is an early Xmas. If some of these people in the overall market do not step in and rotate in here - I will be speechless... BUY HEADLONG INTO THIS ONE ! ... BULL - you in on this one ?