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

To: The Ox who wrote (85344)	1/25/2001 4:04:40 PM
From: Warpfactor	Read Replies (1) \| Respond to of 95453

Hi Michael, I own VPI - it's my largest position at 10% of my port. Hasn't done much since first buying in May. I pretty much follow Dan Wilson's analysis re: VPI and DNR - they're fundamentally well positioned compared to peers regarding share price per proven reserves. I'm guessing that now that W has taken office, the street is less fearful of buying energy. All week long OSX has steadily moved up, E&P's have recovered nicely as well. Despite my elation with KEG, ESV, PDE, and PTEN gains today, I tried to catch some NASDAQ falling knives. One of them, PKTR, has cut deeply into my energy sector gains. Also added SCMR today. Warp