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

To: ldo79 who wrote (35447)	1/20/1999 8:01:00 PM
From: SliderOnTheBlack	Respond to of 95453

Add SCSWF to those buy lists.... thanks ldo79; SCSWF buys out JRM's Dive unit - bought DIVE (Ceanic) earlier last year; a deepwater powerhouse... bought a bunch of ROV's as well.... VTS, PGO & SCSWF all acquiring assets and plowing $ into R&D for the upturn - these are the stocks to own ! CXIPY SCSWF CDIS PGO BWG OII VTS & CLB are the earnings growth/niche companies here... add RIG and you have a virtually ''bulletproof'' longterm Deepwater/high tech Oilpatch portfolio. I'm getting excited here again ....<VBG>; I'm smelling money ! We are in a unique position here. We can beat the Institutions/Funds at their own game here. They don't want to be holding these stocks at month/quarter-end if they are going down; so buy at month/quarter-end if they are in a downturn, as you get an artificial downdraft to buy into, as the fund managers dump. Also, they equally do not want to miss the big move here. As shown 3 times here of late; one can miss a 25-35-50% move up in the blink of an eye. OPEC announcing dramatic new cuts here could light a fuse under this sector. The potential for continued postive supply drawdowns and mildly positive, increases in Global and Asian demand is realistic. It is hard not to pocket $3-4 in stocks like RIG & RON of late. Literally with those two, we are in the 4th rolling wave of low-mid$20's to the low-mid $30's. It simply doesn't get any easier than buying these two on every dip into the mid/low $20's and selling in the low $30's.... We've got the Street right by the cojones here - don't let go !