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

To: marc chatman who wrote (27572)	8/12/1998 11:01:00 AM
From: SliderOnTheBlack	Read Replies (3) \| Respond to of 95453

C"Mon people - lets be positive - what are the ''buys'' here - comments? Anyone notice DO, NE, lagging lately, RIG got sold off (finally) and ATW got decimated yesterday. The deepwater drillers are all lookng real good to me - no big ''pops'' yet. RIG is the ''conservatively-aggressive'' (new word) play imho; 95% of 1998 drilling rig time is booked and 75% of 1999. I saw some info where RIG would not have to book another day of drilling for 1999 and a strong case was made for $50-55 in a moderate crude oil enviroment. EVI - will be ''the'' stock that everyone will shake their head and say - what was I thinking in the low $20's ?....RON - is soooo cheap and some of the niche smaller companies are incredible values because they are not only oversold; but they will dramatically outperform the rest of the patch going forward in EPS growth - my favorite high return stock is OMNI - it is a ''lock'' these guys are growing in 50-100% leaps they are a seismic service company - they work for the actual seismic companies and have moved into South America and are on an International expansion while their core US business is still growing at 50-100% leaps; the EPS growth here is scary ! SCSWF, CXIPY, CDIS, DRQ &CLB because of their technology or ultra-deepwater niches and being small caps that just got dumped - are incredible values today.... Give me EVI, RIG, RON, FGII, OMNI, CXIPY, SCSWF, CDIS, DRQ, CLB and perhaps the new FLC....and I am going to dramatically outperform the market going forward 12-18-36 months. Blackgold ! - truer words have never been spoken ! ...that damn ''margin monster'' is just trembling to be unleashed - options are the aggresive play here now; okay- maybe a litle margin here on FGII...