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


To: James Cherney who wrote (39536)3/10/1999 9:21:00 PM
From: SliderOnTheBlack  Read Replies (2) | Respond to of 95453
 
James Cherney; MRO & the Integrated Oils...

Agreed; MRO (especially the upside MAP potential) caught my eye back when Barrons featured Jack Aydin of McDonald & Co and he had a great analysis of the Oil Sector - He liked ARC MRO among others (ARC most leverage to Oil prices !) and some nat gas plays BR MARY MLRC RRC - I own the later 3; didn't get filled on MRO - looking for any dip tomorrow...

KMG looks like a good value and a potential 30-50% poppper imho.

good luck

I am diversifying here; like a couple of Integrated's along with some Nat Gas oriented Independants - love PZE as an unrealized value play... tremendous upside there as well... it moved 15% + today I think... Conservative investors could do themselves a big favor here if OPEC cuts and pick up some no-low risk/good dividend plays in Big Oil - the Integrated's and top tier Independants... listening George C <VBG> ???