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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 (20916)	4/30/1998 4:22:00 PM
From: Robert Floyd	Read Replies (1) \| Respond to of 95453

Increased my position in HMAR by %50 today. This company is trading too close to its book value, has a decent cash flow, and is forecasting no major downturn in business...I consider a value stock for this sector.

To: Douglas V. Fant who wrote (20916)	4/30/1998 4:49:00 PM
From: marc chatman	Read Replies (3) \| Respond to of 95453

I came close to pulling the trigger and selling off a lot of my holdings. When I saw that head and shoulders and the osx was sitting on 116 late in the day, I thought we were going to ride the elevator back down. In any event, I added some EVI (hated to do it after a big run, but wanted some for the long haul), RDC and some CDG. I'm starting to like RDC's positioning, and they are talking the talk. Any thoughts as to whether they can build on their manufacturing business? Until now, I've been focusing on the drilling for the most part.