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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (723)	12/18/2002 3:24:40 PM
From: Ken W	Read Replies (2) \| Respond to of 23958

Sergio "value plays" Beat up, thown out and down to the skin...take a look at value on assets of this one.. ELP: Volume and price spike today that hit an alert. Ken

To: Sergio H who wrote (723)	12/18/2002 6:42:27 PM
From: Ed Ajootian	Respond to of 23958

Godot, SOSA -- A helluva ball player if you ask me! <g> I have a one-track mind, focused on the E&P companies and rarely venture into the oil service companies. That industry is even more cyclical than the companies doing the producing. When O&G commodity prices are down, the oilfield service companies are just sitting on their hands whereas at least the E&P companies are still generating cash flow from wells drilled previously. Not sure what kind of multiple you can put on a given amount of earnings when you know that those earnings could only last for another 6-9 months or so. Just give me an industry where you drill holes in the ground and see if mother nature's gonna look kindly on you or not. Not rocket science, competition is basically non-existant, lawsuits are rare, no technology obsolescence risk, etc.