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

To: Razorbak who wrote (57151)	12/18/1999 4:00:00 PM
From: freddie	Respond to of 95453

Razor, Hold a few of them myself. They're my internet plays. Guts...I got 'em. Brains and common sense....maybe not. This blind pig has found more than one acorn during his life. We'll see. Good Luck, freddie

To: Razorbak who wrote (57151)	12/18/1999 6:32:00 PM
From: CpsOmis	Read Replies (1) \| Respond to of 95453

Got half of em "Boss" Razor...... (Dukes of hazzard aside) Harken was a miserable oops.... got a -.50% on that one. They are REALLY downplaying the Columbian connection after their 3rd dry hole..... Tho I still have 2K shares in the 'ol IRA this is my vote for most likely to not exist by years end...probably via sale....(Jeb Bush wouldn't want it to go belly up right in the middle of his campaign LOL) MEXP Jumped into Miller large the last couple of days at 1.06. I hope its bottomed, but my sense is it MAY see 7/8 before it sees 2 bucks. RRC.....well, I still like, but my guess is won't be 2nd or 3rd quarter before it becomes "pretty" again. MDR.....asbestos lawsuits scare me.... EEE....will do some DD HHLFQ......Q? CH11? or what? haven't looked at this one either Good luck all....

To: Razorbak who wrote (57151)	12/18/1999 8:01:00 PM
From: BigBull	Read Replies (2) \| Respond to of 95453

Razor, does Malaysian Petronas have a web site? I've done some searches a can't find to much on it. A bunch of pictures of the twin towers in Kuala Lumpur and a few articles, but no "Petronas Web Site". Help!

To: Razorbak who wrote (57151)	12/19/1999 9:59:00 AM
From: Post_Patrol	Respond to of 95453

Razor..... we hope your millennium picks are right. We hold 5 out of the 6 long term. No trading with them. Regards, The Patrol

To: Razorbak who wrote (57151)	12/31/1999 6:15:00 PM
From: Razorbak	Read Replies (1) \| Respond to of 95453

[Off-topic] Razor's Runts (12/31/99) Dear Thread: For anyone following the lowly runts in the patch, here is a quick status update on my own litter... Razor's Runts: Percentage Company Name (Ticker) 12/17/99 12/31/99 Difference ------------------------------ -------- -------- ---------- Harken Energy (HEC) $0.75 $0.81 8.3% Miller Exploration (MEXP) $1.06 $1.09 3.2% Canadian 88 Energy (EEE) $1.19 $1.31 10.3% Hurricane Hydrocarbons (HHLFQ) $2.00 $2.22 10.9% Range Resources (RRC) $2.81 $3.19 13.4% McDermott Industries (MDR) $7.44 $9.06 21.8% ------------------------------ -------- -------- ---------- Weighted Average $2.54 $2.95 16.0% -------- -------- ---------- Please accept my apologies for this egregiously off-topic post. ;-) Happy B2K to everyone! Razor (still a proud Pappa Boar)

To: Razorbak who wrote (57151)	1/21/2000 9:08:00 PM
From: Razorbak	Read Replies (1) \| Respond to of 95453

[Off-topic] Razor's Runts (01/21/00) Dear Thread: Another quick status update on my December runts... Razor's Runts: Percentage Company Name (Ticker) 12/17/99 01/21/00 Difference ------------------------------ -------- -------- ---------- Harken Energy (HEC) $0.75 $0.94 25.0% Miller Exploration (MEXP) $1.06 $1.69 59.2% (SOLD @ $1.81 today) Canadian 88 Energy (EEE) $1.19 $1.13 (5.5%) Hurricane Hydrocarbons (HHLFQ) $2.00 $1.75 (12.5%) Range Resources (RRC) $2.81 $2.94 4.5% McDermott International (MDR) $7.44 $10.94 47.0% ------------------------------ -------- -------- ---------- Average $2.54 $3.23 19.6% -------- -------- ---------- Happy B2K to everyone! Pappa Boar (now minus one piglet) :)

To: Razorbak who wrote (57151)	4/14/2000 11:19:00 PM
From: Razorbak	Read Replies (3) \| Respond to of 95453

Razor's Runts (04/14/00) Well, boys and grrls, it was a pretty rough day for the Runts. Every one of them down, which is highly unusual... Percentage Company Name (Ticker) 12/17/99 04/14/00 Difference ------------------------------ -------- -------- ---------- Harken Energy (HEC) $0.75 $0.75 0.0% Miller Exploration (MEXP) $1.06 $1.06 0.0% * Canadian 88 Energy (EEE) $1.19 $1.31 10.3% Hurricane Hydrocarbons (HHLFQ) $2.00 $2.50 25.0% Range Resources (RRC) $2.81 $1.81 (35.5%) McDermott International (MDR) $7.44 $7.69 3.3% ------------------------------ -------- -------- ---------- Average $2.54 $2.52 0.6% -------- -------- ---------- * Sold at $1.81, 01/21/00 Damn! Sometimes I just hate the downside risk of these "oilpatch pennies". <VBG> That's nothing, though, compared to one of my tech holdings, a particularly volatile penny that just bought back all of an outstanding toxic convertible... down a mere 21% today. Ouch! Fortunately it's the smallest single holding in my portfolio, so the <0.04%> impact didn't exactly rock my world. Actually my sympathies really go out to some of my clients. Three of them are dot-coms. One firm's stock was down 13% today, another down 22%, and the third down 27%. The CEO of the first just bought $1.5 million of his firm's stock this week, just convinced that it was undervalued. Suffice to say that today was an ugly day for him. On the flip side, however, he's been known to drop more than that on a single weekend in Vegas, so sometimes it helps to keep things in perspective. LOL! Prototypical client. ;-) On a more serious note, I've been growing more and more defensive recently, pouring new funds into my portfolio on three separate occasions in the last four weeks, with the sole exception being RRC. I almost pulled the trigger on CRK today, but decided to wait a little longer. I'm now over 50% cash for the first time in two years. Feels a little strange to have such a large amount of dry powder available, but obviously reassuring after days like today, and patience has definitely been a virtue in recent weeks. Nevertheless, the nose knows. Something in my gut tells me it's probably about time to begin deploying capital again. While one can never predict the future, IMO capitulation appears to be close at hand. There's major blood in the streets right now, and I can smell the fear, not only in tech land, but right here on this thread, too. Heck, even ole Bullsky, the Great One, pulled in his horns. Not exactly an irrelevant little detail IMHO. :) All in all, I'm still pretty comfortable here in the patch. So raise those chins, people. I honestly think most of the damage is behind us. Now if I can just figure out a way to get Cliffie to start trashing a little Range. ;-) Razor