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

To: Sergio H who wrote (995)	2/22/1998 11:07:00 PM
From: Amigo Mike	Read Replies (2) \| Respond to of 29382

A few more for Amigo perusal. FERO ... RAIL .... and an eyeball on XCED. Interesting charts. Sergio can you peek at the FA on these ???? RAIL should report soon and looks like it is coiled. No news on XCED but serious movement recently. On the symbols listed earlier .... was hoping the thread might wade through them. I was gone most of the day ..... looked at them just now .... NETX and SEMI look best. Amigo Mike

To: Sergio H who wrote (995)	2/22/1998 11:50:00 PM
From: lostmymoney	Read Replies (1) \| Respond to of 29382

I have NORT and GW. I also am going to buy PKD. Parker is my favorite since I have emotional ties to it. I searched and searched through the S&P stock guide several years ago and found Parker, when the name was hardly heard of, by me anyway. PKD has more rigs, off and on shore, and international and domestic. I am going to sell GW and NORT soon and buy PKD. These are very hard stocks for TA/FA. The street says one thing, the earnings another, oil high, oil low, gas high, gas low, supply going to low, supply going to be high, demand low, demand high, I have heard it all in the last year or so. Gas and Oil is so controversial between analysts. Day rates are still waaayyy up, and rigs at full utilization. I also have Ultra Petroleum which I bought at .80 and now is at 6.75 and still a value. UP is Canadian, yet they have the biggest gas play in US I believe with Western Resources and Haliburton behind them. RIS owns 24% of UP. I like risk. I may not be around tomorrow, and you never see a U-Haul behind a hearst. I want it now. I do know there are four times as many cars to a family, more people on the earth, and Asia starting to use more Tupperware (Not cool whip salad bowls Ken). It all takes oil and gas, and I have 40% of my portfolio in the sector. IMHO.