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

To: Big Dog who wrote (22626)	5/21/1998 2:14:00 PM
From: 007	Respond to of 95453

Big Dog, in case your addressing my actions, I've just moved money around within the sector. I'm not taking a penny out of it. Thanks for your hands-on viewpoint, OO7

To: Big Dog who wrote (22626)	5/21/1998 3:07:00 PM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

Big Dog; questions on FGII,CXIPY,MIND,GGY You had previously stated these were your top oil sector stocks. What 4 or 5 oil stocks - ''at TODAYS prices'' would you put new or additional funds into ? With respect to GGY & CXIPY being at or near 52 week highs, especially with GGY's meoteoric rise recently; would you still recommend new funds be allocated to these two ? Is there substantial upside left in these two - if so; what target prices 12-18 months out do you see? MIND; I feel is a classic beaten down value play; gotta love their sector - seismic is strong and this has to be the cheapest seismic service stock. Why aren't people falling all over them selves on this one; all most 1/3 of prior 52 week high with 50% EPS growth going forward? Seems to be over penalized for missing street estimates and Investor suit sure appears to be all bark and no bite ... FGII I feel is a fantastic opportunity now on this dip; I bought @ $36 1/4. I wished for $30 - but anticipated too much probable support at or near $35 - so I seized the moment... It is a strong market endorsement to stocks like GGY & CXIPY having not been sold off in this downturn. EVI and small cap OMNI also look to be weathering the storm rather well. For short term trading ; -What is your opinion on stocks near or at their 52 week lows like TDW, PKD (& most land drillers) & HMAR; might they offer stronger near term appreciation on a rebound or off a positive reaction to the coming OPEC talks than the bellweathers who have weathered the storm ?

To: Big Dog who wrote (22626)	5/21/1998 3:24:00 PM
From: Bazmataz	Read Replies (2) \| Respond to of 95453

But what about BUYING? I do have cash left that's been sitting on the sidelines and from a DELL sale a few days ago. So WHAT's on the best sale in this group? MDCO? MIND? FGII? Anyone? Baz