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

To: Teddy who wrote (15302)3/18/1998 12:57:00 PM
From: tyc  Read Replies (2) | Respond to of 95453
 
hi,

-- ''We believe that the stocks are attractively valued following our
earnings reductions and we recommend purchasing shares on
weakness,'' Kieburtz said.

Another BIG BULL here, I believed his rec. I am in 130% yesterday and
Today. I am heavily weigh on DO, RIG, FLC, ESV, SLB, HAL, BJS, CAM,
SII, VRC and EVI. Did I miss any.

tyc



To: Teddy who wrote (15302)3/18/1998 1:06:00 PM
From: Czechsinthemail  Respond to of 95453
 
Teddy,

Interesting that all of the downgrades were among service companies -- no drillers unless you count SLB. I've long thought that the drilling companies offer a more compelling value play both in terms of lower relative PE's and higher projected growth rates.
Baird


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