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

To: Wowzer who wrote (70101)	7/27/2000 10:35:20 AM
From: Big Dog	Read Replies (1) \| Respond to of 95453

In case anyone wondered how the OilyDog fund has been faring...it has taken a dip with the rest of the oil world and is now up 31.5% (from March 7, and not including dividends). The basket is off the high of being up about 50%, but still not too shabby. MRO, as someone just mentioned, is part of the OilyDog fund and to date is the biggest laggard, up only 3.4%. big

To: Wowzer who wrote (70101)	7/27/2000 1:20:42 PM
From: kodiak_bull	Respond to of 95453

Rory, NBR, UTI and PTEN are my favorite land drillers. Recently during the turmoil NBR has held relatively strong while PTEN was punished. UTI missed its quarterly earnings by a penny and has been smacked pretty hard (temporarily in my opinion), and PTEN smashed earnings and looks ready to fly back up to near 30 or beyond: biz.yahoo.com I would not expect UTI to stay down very long where it is; it normally sells at about 1.5 x PTEN. As I said, I don't expect PTEN to stay where it is for very long, either.