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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (505)2/11/1998 9:12:00 AM
From: lostmymoney  Read Replies (2) | Respond to of 29382
 
John Tozzi, Hedge fund manager (Cambridge Investments) sites ESV, NBR, CDG, RON, SCSWF, and GLM in March WORTH magazine. He states that the world is experiencing the tightest supply-demand balance in oil and natural gas in a decade, pumping 97 percent of proven capacity. He has ESV est. earnings at 2.65 1998 and a p/e of 9.6. A 63% growth rate from 1997 -1998. Carl Thorne CEO of ESV states " There simply aren't enough straws in the ground to produce what we need." He is from San Fran huh Ken?

Mike



To: Ken W who wrote (505)2/11/1998 9:26:00 AM
From: lostmymoney  Read Replies (2) | Respond to of 29382
 
Ken,

Did you or have you mentioned FATS on the thread. I have been looking at it. Seems as if they got the market on this one. Possible contract with the Army. Do you know anything about this or have you trained with it?

Mike


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