SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?


To: ItsAllCyclical who wrote (64526)4/13/2000 9:49:00 PM
From: Think4Yourself  Read Replies (1) | Respond to of 95453
 
Jim, I am not touching the drillers here. Their day will come but it is definitely not here yet. The day of the EnP's are here. Find me ANY driller trading at 3-4 times projected cash flow. I am not seeing ANY articles about the drillers being laggards and incredible bargains.

I will eventually rotate into drillers but it is MUCH too early to be doing it now. I think you'll see what I mean shortly after the end of earnings season.

edit: in a later post I saw you already know this. I should have known :o)