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

To: ItsAllCyclical who wrote (52465)	10/5/1999 4:33:00 PM
From: SliderOnTheBlack	Respond to of 95453

Final thought: Best Buy on tomorrow's open: GLBL Strong analyst commentary on the acquisition. Huge contracts from Mexico in the bid pipeline & strong Intnl presence just got stronger... Target prices avg. $17-18 from analysts No Oil Boom 2000 without $20 GLBL = 2 1/2 bagger/ more upside than the drillers imho... They are in Nat Gas pipeline & subsea service niche - it does not get any better than that... the acquisition made this the #1 buy in the 'patch imho. Jim; agreed APC looks awfully good here... Big Bull; once again - I feel your pain; nothing quite like missing the party now is there (VBG)...but; at least you didn't buy HMAR into the abyss like 'Lil Buddy did...

To: ItsAllCyclical who wrote (52465)	10/5/1999 4:33:00 PM
From: William JH	Read Replies (1) \| Respond to of 95453

Raymond James upgraded APC to buy and PXD to accumulate late today. I lost the link. It's on Yahoo. How does one accumulate PXD without buying it?

To: ItsAllCyclical who wrote (52465)	10/5/1999 4:53:00 PM
From: Winkman777	Read Replies (1) \| Respond to of 95453

Gary: You were right. JimL: APC which, if I remember correctly, recently said they would beat expectations, is cheap now. But... Slider: HAL was a gift today. I bought it, again, again, and again. then added a little FLC (12.5) for dessert. Luckily I sold it yesterday at 13.125. Until today, I would not have seriously considered buying HAL, too big and slugggish (usually). IMHO HAL is better off now than before this quarter, having sold off poorly performing parts of Dressler, and having a nice pile of cash about $650mil after taxes, etc. The fact that they need to pay taxes means to me that they made a significant profit on these divestitures. And for anyone who reads this board, it shouldn't be a surprise that the majors have not yet significantly increased OS spending. The fundamentals have not changed. But OSS and E&P stocks are now cheap. HAL is roadkill - I paid an average of about 34.25 today. I am a very conservative investor in one respect, having not been below 20% cash for years. Now at about 5%. Take care all. winkman