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To: CommanderCricket who wrote (61437)3/3/2000 8:07:00 PM
From: Think4Yourself  Read Replies (2) | Respond to of 95453
 
OEI may be ahead of itself. I really like what the company is saying and doing so am not interested in trading this or XTO.

I have been pursuing a slightly different strategy this week. Have been using some of the newfound margin to buy the larger EnP's on weakness. Bought APA, EOG, and BR this week, and stashed some extra cash into RRC and TMR (these two unexpectedly paid off too). It's been working very well so far. I figure when the mo mo crowd comes in they will want high volume stocks for liquidity. Besides, I want to be able to get out fast if needed.



To: CommanderCricket who wrote (61437)3/5/2000 2:25:00 PM
From: JungleInvestor  Respond to of 95453
 
Commander, I also sold and rotated Friday. UFAB had a 50% run in several days, so I sold it to buy EEX. I'll probably be kicking myself again (like I did when I rotated out of FLC to PXD) if UFAB continues the run. EEX is a cash flow machine (price is about 1x cash flow) and even if their deepwater well at Llano is a failure, they are still way undervalued relative to their asset value.


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