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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?


To: Thean who wrote (6515)1/3/1998 11:33:00 AM
From: Thean  Read Replies (1) | Respond to of 95453
 
We have a real concern on the natural gas price and crude price short term. They are not positive for the drillers, especially shallow water drillers like CDG, GLM and MDCO.

Bloomberg's link at bloomberg.com
I don't subsribe to Bloomberg. Anyone has access may want to post the top story about natural gas price plunge.



To: Thean who wrote (6515)1/3/1998 5:14:00 PM
From: Michael Berkel  Read Replies (2) | Respond to of 95453
 
<<However, none of them get on the list as the 10 best 1998 plays recommended by S&P>>
Although a little "off-topic", would you mind post the 10 best plays here?

<<I don't understand the inside of FGII, only its chart>>
What does it's chart tells you apart from the fact that it is taking a nap right now, which we have all observed and, if we have read Mike Simmons' excellent post here, might be a thing of the past quite soon??

Thanks,

Michael B



To: Thean who wrote (6515)1/6/1998 11:48:00 AM
From: Snowshoe  Respond to of 95453
 
>>Ralph Acampora's sell-short on TDW is good for a year. This means he will be right if TDW closes below Friday's closing price a year from now.<<

I'm not sure, but it's possible that the contest is based on the full calendar year. The guests could turn in their picks in advance. His short is looking pretty good today, with TDW hitting a low of 46 so far.

I'm still pretty cautious about oil. My exposure to oil-related stocks is low, and earlier I shorted long-term calls against my positions. Good luck to everyone.