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

To: BigBull who wrote (44665)	5/13/1999 10:47:00 AM
From: Wowzer	Read Replies (1) \| Respond to of 95453

BELW up big on relatively strong volume... Rory

To: BigBull who wrote (44665)	5/13/1999 11:20:00 AM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

E&P's....yup; bought RRC today $3 15/16 on a dip; CRK yesterday... CRK was down 10% intra-day yesterday bought it; now up a day later. BELW was a freebie - up from $3 11-13/16ths recently to now over $5 - trimmed a bit here on the ''pop'' to catch RRC's low. Sitting for more RRC at $3 1/2 and $3. BELW still a good buy & hold; well off its highs from Sept-Nov... OEI still looking very reasonable here; if you want a balanced Gas/Oil play with huge upside (not a big trading opp here, but good Long Term upside) OEI and UPR are good buy & holds on any little dips, or to start a position in here. HSE is another stock worthy of a look - huge cash flow increases in this enviroment; if nat gas price stays here; this company supports a $17-20 price soon....maybe $25 by Q2 2000. Looks good today in Oilpatch Land.... not too many dippers to buy ....we need continued positive OPEC & supply # news here to keep us moving. Anyone other than Big Bull & myself catch HOFF , also SCSWF is looking cheap of late ? Both solid niche players.... C'Mon CXIPY correct would ya...Bull, you won't let me have some OII at sub $14 now will you ? Gotta love the CXIPY SCSWF OII subsea niche; HOFF GLBL TCMS pipelay,shallow/transition zone upside soon.... like HOFF & SCSWF the best valuationwise today... Was waiting for GLBL (old fav') a little cheaper.... may not see it, so I'll play the niche with HOFF - a big sleeper here and only its short life as a public company is holding it back. Selling at nearly 40-50% fundamental discount to peer GLBL here. See Salomon Smith Barney Report on HOFF - good #'s/valuation - own it!