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

To: Snewts who wrote (63623)	4/1/2000 10:50:00 AM
From: jim_p	Read Replies (1) \| Respond to of 95453

On the service side I would add PGO, HAL, DO, KEG, TDW, and MDR. You can buy BHI if you don't like HAL and you can buy GLBL or UFAB if you don't like MDR. ON the E & P side look at MND.b, OXY, MRO and UCL. You have a great list of E & P companies. Good luck Jim

To: Snewts who wrote (63623)	4/1/2000 10:53:00 AM
From: Bearcatbob	Respond to of 95453

Berkley Petroleum BKP.TO

To: Snewts who wrote (63623)	4/1/2000 12:12:00 PM
From: Telemarker	Respond to of 95453

Snewts, that is a nice list of E&P's. Closely resembling my own. ggg. You may also want to consider SFY. While it has just broken out of a 10 month base, the valuation still looks quite reasonable to me. Some interesting enterprise valuation attempts posted on the Yahoo board. I've also mentioned THX here before, which looks temporarily depressed to me. Great fundamental valuation. Purchases here may be quite timely as the majority shareholder, KSE is to convert some debt into equity at an average price for the 20 days ended with April 1. Finally, my best idea is CRZO, a microcap which IMO has tremendous potential. They recently hit a "home run" with a recapitalization - taking out Enron for about $.35 on the dollar. This made a day/night difference in their balance sheet, and the company is now flush with capital with which to capitalize on their inventory of prospects. I'll note that the MM's on CRZO are quite difficult, so due care must be exercised. Best of luck.