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

To: Joseph Beltran who wrote (36971)	2/6/1999 3:44:00 PM
From: JungleInvestor	Respond to of 95453

Joseph, Thanks, glad it helped. My portfolio contains some of the favorites of this Board. VTS is my favorite (43% of portfolio) because it has a solid balance sheet (it will survive the downturn), was beaten down unmercifully (as indicated by the 0.5 price to sales ratio), and it's management knows how to grow the company both internally and through acquisitions. The others in order of weighting are FGI, PGO, WFT, PZE, and GIFI. These are long-term 2 to 5 years holdings for me. Being a newcomer to oil service stocks, I learned a lot reading the excellent analysis and news posted here over the last month and have reshuffled my portfolio, based on this info, to focus on stocks which appear to me to have the best risk/reward. Since I'm a newcomer to this sector, suggest that you read the messages posted by the veterans in this area to get a well-rounded view of good companies to invest in (there are many opportunities out there).