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

To: Fitz who wrote (42135)	4/13/1999 12:15:00 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

Buying ? - limit orders only - just looking for intra day lows ... Fitz; I'm pretty comfortable where I am right now. Not looking to establish/change any major positions here, unless I see a blowoff in something interesting during this earnings period. Basically just watching what the Street does during this earnings release period. Only looking at doing anything substantial in PGO ($13's & lower) - my only real ''must buy'' at these prices &adding some FLC here - trying to snag some intra day lows - $7 1/2-3/4's here...just building a position; love to see a $14 - $18 takeout...per the rumors. Some nibbling on GMRK UFAB (sub $7) nothing major though - GMRK (limit buys @ $11 7/8ths) is a sleeper - i know, high debt... I like GMRK & TMAR here for the risk/reward return - cash flow is solid on both - GMRK has the niche & TMAR new boats with good cash flow/contracts; super upside. I'd love a chance for RIG sub $25 as well...loaded with SDC and don't expect to see it again where I allready own it. Buying HMAR on weakness (thats an oxymoron) as an ''option'' here for the risk oriented... I see strong possibility of asset sales and a refi agmt soon - 50%+ to a double return potential on ''any'' positive news; but like an ''option'' one must be willing to let it ''expire'' worthless (VBG). CLB still a bargain longterm for anyone not in. GIFI - should be $15 in time with verification of Petronius - it's a buy on any weakness ... E&P's still the play imho...I'm allready in major positions in KMG MRO OEI XTO recently -where I want to be; may buy more on weakness. Trading positions in EEX (looking for $6-7) SEV (looking for $5-7) - did snag some PZE @ 10 1/8 yesterday - will add more on anything lower - patience on this one. OEI has run up significantly (love it longterm) - I'd like to get EVER NBL APA on any $3 ish+ retracements anytime soon if we would happen to see weakness in any of these... HSE & CRK very interesting - looking for buying opps on these. Anyone follow HSE closely ? ...all in all - don't see much happening untill the earnings are half way through the reporting period; should be no major surprises. HAL/Cheney's comments from the Weil Energy Conference should not be ''news'' to anyone here, or the Street ie: - ''don't count on any activity increases untill Q3 - Q4'' etc...as such - I'm weighted heavilly to E&P's. OPEC compliance #'s will be the next catalyst up or down.