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

To: jim_p who wrote (65045)	4/20/2000 9:36:00 AM
From: SliderOnTheBlack	Respond to of 95453

jimp - I agree; MRO down around $20-21's is a GREAT LT buy & hold - or a trader MRO will benefit by Oil staying in the proposed OPEC price band as refining margins improve going forward here (notice many refiners have really ramped of late - MRO gets caught in the middle - part refiner & part E&P). *** USX is under tremendous pressure to spin of MRO separately - premium is speculated to be 20%ish upon its break. It's a great buy here on weakness; I think it dips into the $21's potentially; I've got my buy limit "fisihing lines" in the water. UCL - also perhaps THE play on Intnl Nat Gas & another buyout premium candidate. I like playing NG with BSNX as my premier mid cap play - a no-brainer given its pureplay on NG, super clean, nearly un-matched balance sheet and valuation & UCL as my big cap undervalued play. John Clarek - I hold MDR long - and will continue to do so, allthough a smallish basket position; I would think they are in the clear; but I will NOT load up only because I "fear-respect" the still possible bad day open of 2 M+ shares and a blowoff to $4 on some unknown bad news ... untill I see the "final" disposition - "ALL CLEAR" - I'll just keep my "basket" play here. Agreed - the value is unbelieveably cheeeeeeeep. - but hey; sometimes one has to get a little risk aggressive and dig in at the plate & swing from the heels for the fences when you see the seams real clear on a hanging curve - maybe MDR is a hanging curveball just begging to be knocked outta the park... we shall see Hoping I can get ESV FLC PGO VTS - maybe some RIG on the cheap today.