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

To: edward miller who wrote (63608)	3/31/2000 8:35:00 PM
From: Think4Yourself	Read Replies (3) \| Respond to of 95453

re BR: the market hates uncertainty no matter how small. I have listed my stocks, by decreasing dollar value, and the reasons I am holding them below. Most have special circumstances going for them in addition to high NG production, but NG production is the most important thing to me (especially if it is unhedged). XTO: Mostly unhedged dry sweet NG production, Arkoma basin potential is HUGE, paying down debt, stock buyback, management sees the NG boom coming OEI: Seagull merger is resulting in INCREDIBLE synergies, outstanding manaagement who sees the NG boom coming EEE: Extremely undervalued canada EnP changing from exploration focus to production focus. Production growing like mad and pathetic hedges come off in November. Duke Energy just bought 20% interest and is taking over marketing. They will also benefit from the Alliance pipeline when it opens later this year. This is a 3-4 bagger sleeper stock and I am still accumulating this one up to 100,000 shares. VPI: Massive oil production and severely undervalued. See Yahoo posts by Dan_wilsonyorkshire - he has done some superb analysis. Market is just now starting to realize he is right. OXY: Undervalued and recent purchase has great potential KEG: Check their business description under their Yahoo profile. They made a large acquisition about a year ago and are going to clean up big time on the NG drilling boom that is starting now. OXY's recent purchase should benefit KEG in a major way MRO: Oil prices have come down yet product prices haven't. MRO should do well as high prices are not putting a dent in SUV sales. The public really doesn't care about gas prices. I have a few others, but willing to sell those on a pop