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

To: hdrjr who wrote (64268)	4/11/2000 12:28:00 PM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

SEI ? awfully cheap - acctg issues aside, also MDR ? Lots of laggards, basing here look interesting. SEI - acctg issues, huge short interest - but, dirt cheap MDR - asbestos/BK spin out - $8 near the lows; balance of company certainly worth $8+ - easy double for the patient ? FGH - much of the risk was in the market reaction to the "CC" - technically, its holding okay here, may be worth an entry again on a technical basis - as part of a small cap laggard "basket" - not a load your boat play. HOFF - this is a load your boat play - nuts & bolts GOM niche that will fly with the Nat Gas drilling ramp. SEI - notorius acctg issues, but historically dirt cheap here, maybe a 50% bouncer trade at the least here. UFAB - sub $7 is a no-brainer for a long term basket - certainly a mid-teens late cycle play for a double WG IO NR still cheap - still good values in momenteum plays for KEG SESI as well. Small caps awfully cheap here - remember, the 15-20% one day moves when the funds start accumulating these...