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

To: Lucretius who wrote (13768)	3/5/1998 1:55:00 PM
From: 007	Read Replies (3) \| Respond to of 95453

You're going to tell me to keep my thoughts to myself for this, but I sold NE & FGII yesterday to move into MDCO and TMAR, both extraordinary value plays breaking out of resistance. MDCO has high GOM dayrates (97.2%), firm natural gas prices, and an outstanding balance sheet on its side. TMAR is way undervalued partly due to false fears of a boat slowdown.(Check the TMAR thread for more info) Other favorites: RIG (largest holding)& EVI(IMO, merger is a big plus, but don't take my word for it, look at the institutional buying). Good luck to all, 007