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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Tomas who wrote (10391)6/11/2002 10:13:32 AM
From: Tomas  Read Replies (1) | Respond to of 206192
 
Energy Stock Price Retreat Spells Opportunity
Raymond James Energy Group, June 10

"we would encourage investors to take advantage of this pullback period to increase weightings in the energy stocks.
On the oilservice side, the most opportunistic short-term purchases during this pullback period are likely to be in the tubular, production & workover, or offshore construction groups since they have seen the greatest percentage deterioration over the past six weeks.

From a longer-term perspective, we would encourage investors to focus on groups such as land drillers, tubular manufacturers, and offshore drillers as the groups that have historically provided the greatest percentage upside through the full upcycle."

170.12.99.3



To: Tomas who wrote (10391)6/12/2002 9:30:03 AM
From: Tomas  Read Replies (1) | Respond to of 206192
 
DoE's out!
(million barrels)

DoE API API expectations (Bloomberg survey)
Crude -1.4 -2.6 0.0
Gasoline -1.5 -1.0 -0.4
Distillates +1.7 +1.0 +1.4

Utilization % +0.3 +0.4 +0.45
RFG Gasoline -0.4 -0.5

Imports: DoE API
Crude -0.5 -1.1
Products 0.0 +0.1


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