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

To: Ed Ajootian who wrote (731)	12/21/2002 3:07:51 PM
From: Sergio H	Read Replies (1) \| Respond to of 23958

Thanks for the reading material Ed. A lot of good info. I posted a much briefer report containing similar opinion on the E & P sector including comments on the volutility of the small caps and importance of cash flow analyses. Message 18281305 What I found most useful in the R J report, was the sector discussion. Personally, when studying a stock I always do a sector read as most fish tend to swim with their school. The R J study suggests doing sector analyses for entry and exit points but recommends buying the top performers as they conclude that the best performers in the E & P sector will continiue to maintain their relative performance versus their peer group. This conclusion is different than what I've found in other sectors. You might recall, that performance vs the peer group formed the rationale for my response to Shape regarding EPL. Based on the RJ study, EPL will continue to outpace its peer group. BTW, One stock highlighted in both the R J study and the link I posted above is OEI, which I've held in my portfolio for a while. Thanks again for the good read. Question on ATPG....would it be logical to expect similar test results to BP's in 1985, and if so, how good is 29.4 million cubic feet per day?