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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 (70912)	8/15/2000 11:06:15 AM
From: jim_p	Read Replies (1) \| Respond to of 95453

The average production growth on all 66 companies for 2Q over 1Q 2000 was only .84% The top 10 companies for production growth from 1Q 2000 to 2Q 2000 are: OXY 45.5% CWEI 32.3% KWK 29.6% PRZ 14.9% CRZO 14.0% NFX 12.0% OIL 9.25% PANA 8.1% APC 7.6% SGY 7.0% The worst 10 companies for production decline from 1Q 2000 to 2Q 2000 are: MMR -22.4% NBL -17.1% CPE -12.8% BSNX -12.0% OEI -10.0% BR -7.0% EEX -6.6% ESNJ -6.6% EEE -5.8% KP -5.5% More to come. Jim

To: jim_p who wrote (70912)	8/15/2000 11:13:05 AM
From: Wowzer	Read Replies (1) \| Respond to of 95453

Jim, here did you get ESNJ news? Still can't find it, if you have it could you please post the press release. Thanks, Rory

To: jim_p who wrote (70912)	8/15/2000 12:12:19 PM
From: isopatch	Respond to of 95453

There's the crux of it. Pros anticipated some of those oil patch "growth stocks", and bid them up out of the "value" stock area in the mid and upper portion of that excellent spread sheet of yours Jim. Because this bull market has seen tech mo mo leadership it's to be expected that when these players switch out of the techs to the patch they will look for EMERGING momentum in earnings >>>> stock price appreciation. That's why I tried to structure my holdings in light of that important consideration and "front run" the tech players before they start showing up big time. All I need is a few monster hits like CRZO (217% ytd) to offset the inevitable mistakes we all make and am in the chips well north of 50% net for the year without margin or much hard work in terms of ST trading. My lifestyle dictates my investment style not the other way around. Best Iso