Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (5658)	12/20/2001 6:34:00 PM
From: isopatch	Read Replies (3) \| Respond to of 36161

Paul. Averaging gradually into CRK, PQUE & EPEX, so far. EPEX is probably the best value play of the 3. If you are more of a mo mo guy, the other 2 might be more up your alley. CRK has the more leveraged balance sheet of the 3. Only partial positions so far. Want to jump on any down spikes that might come from an Argentina induced broad market drop. In NG services, bot some MWP recently. It's a small vol trader so will just mention it here once. Not not going to pound the table on one that's to thin for trading in and out of large blocks. Really appropriate for buy and holders only. Having said that, they are well positioned in NG processing and have done some smart buying in NG production with development potential this year amidst the low prices. Lot of LT growth ahead for this little outfit IMO with continued secular emphasis on NG. Also watching some other ones both in large and sm cap sizes in both E&Ps and drillers. Will post whatever I buy. Isopatch