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


To: WWS who wrote (67569)6/4/2000 3:00:00 PM
From: Frank  Respond to of 95453
 
WWS--Thanks for Maxwell post. The numbers will tell the tale for NG. Maxwell sees the problems of refilling storage and he is correct. At least I hope so since my portfolio is significantly overweighted in NG oriented stocks like HOFF,UFAB,CRK,FST,EEX,GW etc.- There is no OPEC in NG and no SPR. Just the numbers and I like them-- Frank



To: WWS who wrote (67569)6/5/2000 12:03:00 AM
From: kormac  Read Replies (1) | Respond to of 95453
 
Thanks for the link to the Maxwell post. I thought that I would post his credentials here also:

Educated at Princeton as an undergraduate and Oxford as a graduate, Charles T. Maxwell entered the oil industry in 1957 and worked for a major international oil company for 12 years in the US, Europe, the Middle East, and Africa. His background has been in four traditional sectors of the industry?producing, refining, transportation, and marketing. In 1968, Mr. Maxwell joined a well-known Wall Street firm as an oil analyst. In polls taken by Institutional Investor magazine, Mr. Maxwell has been ranked by the US financial institutions as the No. 1 oil analyst for the years 1972, 1974, 1977 and 1981-1986. In addition, for the last 17 years he has been an active member of an Oxford-based organization comprised of OPEC and other industry executives from 30 countries who meet twice a year to discuss trends within the energy industry.



To: WWS who wrote (67569)6/5/2000 12:03:00 PM
From: stsimon  Respond to of 95453
 
When looking at gas and oil play my current favorite is Precision Drilling (PDS). This is a great company that is under owned in the U.S. Canada's #1 driller with an outstanding record.