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


To: Wowzer who wrote (61658)3/7/2000 12:18:00 PM
From: Jon Cave  Read Replies (1) | Respond to of 95453
 
I am thinking that the best plays now are the majors like TX,P,CHV, etc...

Anybody here agree with me.

Also still some laggards in the EnP sector. Perhaps FST and MEXP and RRC are still cheap. Of course, BR is the major EnP that is lagging along with APC.

Anybody here interested in a Financial services company trading at a PE of 3.5. Take a look at CNC. Down 10% today. Has some debt. Looks darn cheap. Perhaps too cheap <g>.



To: Wowzer who wrote (61658)3/7/2000 12:23:00 PM
From: The Ox  Respond to of 95453
 
Certainly the fundamentals look very solid on TDW but I've avoided the boats, as it's a segment I haven't really looked at carefully.