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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 (85830)1/31/2001 8:42:50 PM
From: isopatch  Respond to of 95453
 
Mike. Canadian drillers

aren't a sector I've worked that much with.

But a friend of mine from Alberta, with a long background in the industry up there, msgd me not long ago that drilling stocks up there run on a little different price cycle than our domestics. Because their big activity time is when the ground is frozen their March qtr is usually their best. That often allows Canadian plays, like Roebear's TESOF, to top quite a bit after our US favs.

No guarantees of course. And I have no positions in any Canadian driller right now.

But thought this was worth mentioning.

Cheers

Iso



To: The Ox who wrote (85830)1/31/2001 9:06:52 PM
From: Roebear  Respond to of 95453
 
Michael,

Thanks for the read on the TESOF chart and good advice for playing it. One nice thing about TESOF, as isopatch noted in his post about Canadian drillers having a bit of a different cycle time, is that it marches to the beat of its own drums a lot of times.

In the current market environment that can be a plus and I'm hoping its a rousing Sousa March its beating those drums to now.

Best Regards,

Roebear


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