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

To: SliderOnTheBlack who wrote (36997)	2/7/1999 7:43:00 PM
From: marc chatman	Read Replies (2) \| Respond to of 95453

<<trading, or Buy & Hold lists...?>> Happy to oblige. Alphabetically: CXIPY FLC FGI RIG RON VTS WFT EVER (not OS, but what the heck) Can't give you allocations since I won't know until I finish buying. I am a bit overweighted, though, in FLC, FGI and VTS. I consider this a core buy and hold list, but I would not be averse to taking some profits or writing some covered calls on any of these if and when I see short or medium term topping. I am also considering SLB, VRC and PDE. Many of the others you mention are fine companies which should do quite well, but I think even my list is quite a lot of stocks in one sector to track.

To: SliderOnTheBlack who wrote (36997)	2/9/1999 12:01:00 AM
From: James Cherney	Respond to of 95453

re: "Allocation" I'm accumulating here because I swung at the tarbaby six months ago when the oil patch was cheap...now its dirt cheap...Anyway I'm surviving on margin, writing covered calls when the cauldron bubbles buying the dips...Wish I knew of this thread 6mos ago. Here are my picks and a thumbnail on why I'm in. 4K ESV $313mm in bank 5.5mm share buy back last qtr. 6.5mm shares traded on Fri. No movement in stock...Rainwater is no dummy. Stock near 52 wk low...If not now, when? 2k RIG Near 52wk low, fundamentals stabilizing...too attractive,too much money on side lines, matter of time. 1.5k GIFI Near 52 wk low, announced year over year earnings increase while internets were tanking, strategic aquisition paying off early and nobody noticed. Good stock to write calls on in next run up imo. 6k GLBL Started accumulating sub $5 Bought it for the money it had in the bank...Got the company for free <g> and they are global. 3k FGI Strong balance sheet...Huge backlog...Real chummy with Noble for some reason??? 2k PGO Only one real competitor they can charge what they want and their competitor looks good too, VTS is cheaper and on my watch list. 1.5 WFT This is the stock that brought me to the dance early...In at $25...easing the pain with ratio writes...