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


To: Ms. X who wrote (13742)3/5/1998 12:49:00 PM
From: Czechsinthemail  Read Replies (1) | Respond to of 95453
 
Jan,

I'm curious about how Tom comes up with a bearish consensus around the drillers since they still have predominantly positive reviews from analysts. What is his indicator for bullish or bearish sentiment?

Baird



To: Ms. X who wrote (13742)3/5/1998 12:54:00 PM
From: Big Dog  Read Replies (2) | Respond to of 95453
 
Jan, Didn't you post a couple of weeks ago to SELL the service sector? Am I mistaken?

Bob Rose (DO CEO who resigned today)will be joining another company...not a major...maybe something where he can get a better stock package.

I can't emphasize enough how much money FGII is going to make. Don't be caught short. These guys are money machines...as I have said before, and often, you ain't seen nothin' yet.

I may go have a look at the FGII yard next week.