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

To: Douglas V. Fant who wrote (17458)	4/1/1998 9:47:00 PM
From: Sunny	Read Replies (1) \| Respond to of 95453

Doug, My favorite of the group is a small Canadian company called Tesco (Tesof). Their Primary product/service is portable top drives for the land rig market. Revenue growth has been very strong for the last few years. They also sell top drive units and are currently expanding their product and service offering with self contained packages and engineering services for under balanced drilling. This is an extremely focused company that continues to develop innovative solutions to the market. A recent improvement to their hydraulic drive units involves a permanent magnet electric drive based on the Kaman motor that offers superior power and control in a relatively low weight and size package. Check it out. It traded ~21 in October, down to 12-13 range in early March. It has bounced to 16-17. I also think the boat companies are boat companies are offering exceptional values. HMAR & TMAR. Sunny