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

To: epicure who wrote (34645)	1/9/1999 3:22:00 PM
From: Fredman	Read Replies (2) \| Respond to of 95453

About all i do anymore is look at Debt, Assetts, and where they are drilling, and if i can find out, WHO they are drilling for. It would be nice if we could find out what OPEC is going to do, or more to the point, what they CAN control, But if 'they' say 'they' are going to cut production, who polices that ? Then we have non-members Mexico, Venezuela, and (Nigeria ?) and Iran........ Then everybody says 'buy a deep water driller' so we do, and they go sideways, while shallow drillers and land drillers go up decidedly HIGHER in stock price, so we use the old-fashioned dart board......... I think the best we can do is figure out POSSIBLY who NOT to buy, and come up with a decent list of candidates TO buy.