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

To: The Ox who wrote (45090)	5/20/1999 10:28:00 AM
From: PartyTime	Read Replies (2) \| Respond to of 95453

CNBC now talking about drilling sector, FLC getting clobbered in comments.

To: The Ox who wrote (45090)	5/20/1999 10:54:00 AM
From: SliderOnTheBlack	Respond to of 95453

Michael H; ie: APA & APC... Mike if I was managing a fund; I'd own APA & APC in large measure. Well run, liquid, large caps. But, their nearterm upside return is not near what the small and mid-caps still have - imho. Actually I liked and own/owned/trade MRO & KMG instead of APA/APC here for the more conservative, liquid, large cap portion of my portfolio. MRO especially still has 40-50% upside left by year end. I don't know if APA goes to $60 etc. I like OEI XTO UPR HSE for mid capish ideas with much higher nearterm upside than APA/APC - just my opinion. But, these are 2 fantastic companies; I prefer APA longterm with their recent acquisition, over APC.