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

To: Jacques Tootight who wrote (32851)	12/15/1998 10:36:00 AM
From: Platter	Read Replies (1) \| Respond to of 95453

Oil prices continue to move up..now at $11.37

To: Jacques Tootight who wrote (32851)	12/15/1998 10:59:00 AM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

Is it time to board the OSX Train once again ? ...per the Forbes article; I think it's time - in order to beat the crowd (herd) to the party... Only time will tell; as to if we are seeing the final tax loss selling, and/or if we will see OPEC institute new production cuts. Will La Nina finally show ? The IEA#'s get more ''unreliable'' as time goes by; is the stage set for a ''surge'' in crude off of new OPEC cuts and finally a new set of ''revised'' API/IEA numbers ??? Looks like the stars could be aligned for the tide to finally turn here... A great opportunity in the ''best of the best'' here; CXIPY PGO SCSWF getting ''late'' but imho; their final tax loss selling here. We saw substantial late Novemeber overall Oilpatch tax loss selling/posturing-positioning by the Funds; who (imho) will be back buying in late December. With the possible news of further OPEC cuts and the contrarian factor of the $10 crude price point; funds/institutions will be quickly looking for value in the market; especially in light of prolonged Clinton Impeachment hearings. CXIPY is a literal gift at $30 bucks. A 3-5 year monster stock here... These companies are the premiere technology and deepwater/International Oil Services plays. They are the Cisco & Lucents of the Oilpatch. Heads up here people; this is another anomaly - buy them right now imho. These 3 stocks have 20-25%+ 5 year EPS growth, are at, or near single digit PE's, are and will be profitable at current depressed Crude prices, have strong balance sheets and have very substantial earnings growth upside with a return to a normal crude price enviroment. Put CDIS and CLB on the ''hi-tech'' shopping list as well with any selloff of another $1-2... These are the companies who will be ''the'' growth stories in the Oilpatch. Could be the ''last'' time to buy ''cheap'' as the fundamentals for crude may just surprisingly take a turn for the better very soon here...