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

To: Jeffrey Beckman who wrote (30824)	10/17/1998 12:28:00 AM
From: SliderOnTheBlack	Respond to of 95453

Jeff; re: KEG... I like the strong niche players that are highly leveraged here; as the cost of money is low and is going lower... Risk, surely - but with the cost of money going lower - their costs are greatly reduced. If they execute their gameplans - great buys here, because the Street has over-penalized the high debt/leveraged companies. For this reason I like FLC here, I held KEG for a short trade, and am looking at them again here. They are in a ''blue-collar, lunch-bucket, every day'' service niche... they are working on a daily basis. They have consolidated their sector dramatically and have huge upside potential in a positive crude enviroment. A very interesting company. I am not as well versed on them as I would like to be... any KEG comments anyone ? Their niche - the dependability of a firm base of work in a negative crude price enviroment etc. ? ESV & RDC are still very cheap as well; ESV has a very strong balance sheet, lots & lots of cash. I allmost bought DO prior to earnings release - missed that one... Anyone follow IIR ? great balance sheet - looks way, way oversold ?