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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Condor who wrote (38618)	10/17/2000 8:28:13 PM
From: Jane4IceCream	Read Replies (1) \| Respond to of 57584

I dont disagree with Greenlaw's comments but Oil is cyclical.....and IF there are increasing tensions in the ME.....I'd be fully invested in the sector. ATW, MRL, DO.....good ones VPI and XTO are unhedged NG plays. OXY very undervalued (especially with Altura revenue reporting the first time this quarter). IMHO, the above are the safest plays but surely dont expect tech-like moves. TMR and DNR are up 'n' comers ramping up and with good balance sheets. SFY my favourite exploration (both gas and oil) but the stock has already run. TLM....canadian value play but issues in Sudan cloud the stock. Jane