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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 (66916)	5/24/2000 11:23:00 AM
From: BigBull	Respond to of 95453

Ok, done. I'll work up a list. You realize, of course, that if I win, I'll become totally insufferable. :o}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}

To: jim_p who wrote (66916)	5/24/2000 11:29:00 AM
From: Terry D	Read Replies (1) \| Respond to of 95453

Report from Stiefel Nicholas today on NE - but talks about the upside breakout in GOM dayrates - Jackup util now 97.7 vs 92.2 in Jan (only 3 rigs w/ immed. avail.) 300 ft - going for 38-40,000 from low 30's in Jan 350 ft - expect hi 40's to low 50's next round of rollovers Also PRU did same today as Solly yesterday - lowered numbers for SLB for Cellent acq - BUT RAISED target Also - SII insider selling 5000, that makes 11 sellers in the last 3 months dumping a total of 394,000 shares - for those of you scoring at home. Or even if you are alone. t d

To: jim_p who wrote (66916)	5/24/2000 11:47:00 AM
From: Now Shes Blonde	Read Replies (1) \| Respond to of 95453

My top 5 are GRP MDR VTS SEI ICOC eom

To: jim_p who wrote (66916)	5/24/2000 12:06:00 PM
From: double-plus-good	Read Replies (1) \| Respond to of 95453

Top five double-plus good picks... 1. UFAB 2. EEX 3. FLC 4. RRC 5. FGH (tribute to Sarge) edit: if they must be service stocks then the list is changed thus... 1. Ufab 2. FGH 3. FLC 4. MDR 5. TTI call them runts, but on a percentage basis they seem like a good line-up to compete with. runners up: MDR & SEV (if either or both of them survive their respective problems), also EEE ++

To: jim_p who wrote (66916)	5/24/2000 3:11:00 PM
From: The Fix	Read Replies (1) \| Respond to of 95453

My top Five Picks are all Canadian (Love the exchange rate......Getting a premium on the Greenback!!!!!!!!). The Cdn. $$$$ will get stronger over the next few months because of the resource sector exporting NG and Oil south. All are on the TSE and all have cash flow of 2x to 3X. 1. CMT 2. URC 3. MGY 4. MXP 5. RES fIXER