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

To: shust who wrote (43563)	4/30/1999 11:31:00 AM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

shutst re: LUKOY .... / ...and O/T Big Bull - heel- down boy ! Stuck my toe in the water for just a brief period, not holding anything now. - I can't find much information, or especially major US Brokerage research. Do you have any ? However; what I did find acknowledges that LUKOY is the ultimate value play here. I read 3-4-5 articles saying it had more conservative upside to it's price than ''any'' Energy stock -bar none. No one can dispute their reserve valuation - it is just a call on the safety of ''Russia'' imo - I just don't have a handle on Russia - comments on their market anyone ? - LUKOY is a potential monster. I know the markets will allways keep LUKOY at a valuation discount to the other International Majors - but the Million$ question - is what is a fair discount ? I see people saying $100 will STILL be a oversold discount ! - this one takes ''big brass ones'' to own - but, you guys may have the real ''Oil.Com'' stock here. --- if I had a handle of the Russian markets - I'd own it in a minute, but the Intnl market thing is not an area I follow closely - and Russia is the hardest market to get timely info on. Shust - who else do you like in E&P land ? _____________________________________________________ Big Bull - no tirade; quite simply, you can't just throw out those euphemisms (a nice term) and not expect a call on the carpet of ''reality'' , or a review of the facts - period. No big deal - in no way does this diminish the fact that you & Sarge alone are probably worth 20% of the entire OSX's run of late. Bloomberg pales in comparison to you two (VBG) as a market force ... Seriously; I will offer a tip of the hat (not the first, nor the last) on your International Markets commentary - very good ! - now as far as the (other guys) - ''cut & paste'' jobs from Yahoo ''profile and news'' links ... that's another story (VBG). Credibility: Bull , you can't criticize someone - for what you acknowledged you did multiple times...the dreaded ''Sell'', or ''Trade'' word ! ... also - why this Buy & Hold versus Trading War broke out here I don't understand ? here on SI ? - which is obviously an Internet Community and a thread made of traders, followed by people who primarially execute their own trades, do their own research, make their own rules etc. Why would anyone who is a ''buy & hold'' proponent - even follow the markets with such minute to minute - let alone day - to day zeal ? ''Traders'' - I understand, but buy & holders ? ME smells a rat in the woodpile... Why are the ''Buy & Holders'' here the largest day to day cheerleaders ? hmmmm, if I ''really'' was a buy & holder - then I don't think I would be so euphoric over day to day market swings ? Doesn't make much sense now does it ? - not unless you believe in that paranoic belief that one mans posts can affect ''your'' individual holdings... MeThinks the alleged ''Buy & Hold'' Guru's - dost protest too much - and also, have been caught telling the truth too little ! There are obviously lots of ''Closet Traders'' here - which will be referred to from here on out - as ''CT's'' (VBG)... I get chastised for ''misssing'' something that we still haven't - surpassed as yet - that being OSX 72-77 ? ...haven't ''missed'' anything yet - and if I have rotated into a sector that has over doubled the OSX gains of late - who the hell cares if the OSX goes to 150 today ! I don't. Do you & Sarge really think that rising Oil prices don't help the E&P sector ? Hello ?!?!? The same catalysts that drive the OSX stocks - drive the E&P's - it's just the E&P's get the benefit of higher prices TODAY ! - simply a ''hedged'' bet and a better value play than the OSX ''presently'' - and it has PROVEN itself to be just that ! So, please don't do another RETREAT like the last one - I wasn't involved in that one either - Lord Jim questioned you I believe - ROFLMAO.... can you say ''thin skin'' ? ******************************************************************************* Bull - all I wanted is graphs, charts, numbers, or facts; to back up your claim of buy & hold nirvanna~. ....still waiting ! Show us where ''I'' or anyone else - ''trading'' here missed ANYTHING ! - I'm not making this a put up -or shut up challenge - just pointing out reality. Remember; The truth shall set you free ... ******************************************************************************* I love your posts; and have said so many times. PS - I led the recall of the Baby BULL on the last ''take my ball and go home'' retreat & recall effort - so don't get your undies in a pinch here - okay. I'd just like to see more fact - and not just the trumpeting of ''old'' news that's allready factored into Oil & stock prices.... there is actually a few bits of major info floating about that you just might be able to pound the drum on today - if you ''dig'' and quit shoving those Bloomberg headlines down our throat ! I pounded the table on ''rotation'' and the no-brainer ''trading opportunities'' - you'd think (as some do) that I was the Short Selling Prince of Darkness here. I merely posted ''Street'' Commentary - of which, I believe that the comments by Oil Pit traders themselves and the Streets analyst have to be taken strongly into consideration here. To ignore them and their power over the markets is not dealing in reality here ... There was a time BULL, well before you arrived on this bandwagon - where ''we'' pounded the table on ignoring the Market Commentary - quite simply that resulted in a 50% run here and the easy money has been made. The next 50% to OSX 100+ will not be made by beating the crowd to the party, because Oil is on the tip of every tongue, on the cover of numerous magazines and the secret is out ! Now we need to take at least a ''little'' heed in what the Street sentiment is imho... Again, pray those damn E-Waves aren't still on track (VBG) !