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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Merritt who wrote (29596)	7/9/1998 3:06:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Merritt, Are you the same Merritt from Prodigy? If so, welcome to SI. If not, welcome, anyway. My thought is to use the companies you know will survive, the Slum-Burgers, Hall of Burtons, and HPs as your core holdings and then spice the rest with those that have been most beaten down. Your names may work as well, but the industry is so beaten down that nobody is doing that great. I like Rig fairly well, but DO and FLC have never been favorites of mine. With Tidewater, it is a question of the strongest standing after the crash. TDW is the strongest in the service boats. Global Marine is the pure commodity play that runs with the oil price. It turns sour first and will turn sweet first. MB