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

To: SliderOnTheBlack who wrote (33263)	12/21/1998 1:41:00 PM
From: The Ox	Read Replies (3) \| Respond to of 95453

Hi Slider, Just got back from Europe where the consensus seems to be that the oil sector and oil prices won't rebound for at least a few months, March 99 at the earliest. I think this thread should take a good look at a few companies that are currently priced very similarly. We should do some number crunching (which I will start tonight) and see if we can't collectively find the best of the bunch. TDW, SII, RON, RIG and DO are all trading within a dollar or 2 of each other. Each has it's strengths and weaknesses. With them all trading around 22 to 24/share, it seems that an evaluation should be in order. I personally don't think we will see a 20% rebound within a month. I think this is a very lofty expectation. Michael