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To: yard_man who wrote (102693)5/16/2001 5:00:49 PM
From: pater tenebrarum  Read Replies (1) | Respond to of 436258
 
i wouldn't go for the drillers either. but anyone with good preferably undervalued upstream assets is a buy on pullbacks. it's a secular theme imo, provided the reflation doesn't soon collapse on itself, which is definitely in the realm of the possible.