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Gold/Mining/Energy : Strictly: Oil and Gas Exploration Companies -- Ignore unavailable to you. Want to Upgrade?

To: Robert T. Quasius who wrote (42)	9/9/1998 12:44:00 AM
From: PuddleGlum	Read Replies (1) \| Respond to of 318

Robert- XTO is one of the goodies in this sector. They've been spending their money buying stock in other companies like SGO, so they really believe that they and their peers are heavily undervalued. Mgmt seems to have what it takes, and the long term chart is pretty much upward, so it behaves like a growth company with cyclical influence. That's originally why I bought SFY, was because I wanted a growth company. Unfortunately, it has behaved far more cyclically than I expected. I'd buy EVER before XTO, however. pg

To: Robert T. Quasius who wrote (42)	9/9/1998 9:27:00 AM
From: wolfdog2	Read Replies (1) \| Respond to of 318

Robert, I've been following XTO for the last two months (never purchased). I came across it in Barron's, I believe. There was a press release by the company on July 9 outlining their strategy of buying shares in other E&P companies. I suppose you've seen the release. Although XTO's portfolio looks interesting, there wasn't anything about the company itself that made me feel impelled to buy the shares. On the other hand, there has been a ton of insider buying in EOG, which I have bought.