This is from a blog this morning that got started on HGSInvestor another blog and I will post it here. It got started with a frind of mind a Dr. Galardi in Dallas who mentioned on the HGS blog that Bioteck may be topping and he asked the question where else to put your money. You might find it interesting. Read on
Thanks for the Inquiry. Ask my wife and she would tell you how about ROST. She would not let me sell on the dips and she is now setting with a 70%+ gain. Right now I have her in HP a driller and RAM, The latter getting a $500,0000,000 infusion from the recent CEO of PetrohawK.
On balance I have not done too well last year concentrating on book my excuse.
But the War Drums in the Middleeast are getting louder and based on current price of world oil, $100-$110 select oil exploration companies plus drillers, and services companies may be the place to be. I look for good companies with superior growth in hot plays. So here is what I hold to day Most all have done well over the last month and If my worry about the future is right will continue to do good.. No guarantee but put them on your own watch list.
My best performer recommended by EPG Energy prospectus group here in Houston a couple of months ago is MIND, they lease seismic equipment as fast as they.can get it built. They also have a great distribution system around the World.and as seismic picks up to find new shale plays around the world, they have excellent growth potential in my view..
Another company I own is HP Helmrich & Payne Driller. They are being put on EPG's Sweet 16 list this month due to excellent long term earning potential due to the increasing drilling activity in America due to shale oil.
Other E and P companies I own with good growth potential are EOG, EXXI, KOG and RAM. Note comment above about Ram. Myrna noted SD to me a week ago and also got a big cash infusion.,
Others I watch but do not own such as SD are PXD,WLL,LINE, MRO and PTEN.
Note I do not own any pure gas plays. Storage is at an all time based on the latest report and the ratio of oil to gas prices is over 30 to 1 an all time high,. Gas is now selling for under $3.00/MMBTU. Bet you do not get it at your house for that? Maybe the gas distribution companies will do good.
Speaking of my book, after about a 4 week delay due to computers, vacations etc, PennWell Received my final edit yesterday. PennWell has said target March but even that will probably slip. I recommend that you go to my web site, http://TheWorldEnergyDilemma.com (Please post and copy to your browser) for weekly updates on timely topics related to my book. All of them are archieved there for your reading. I am still accepting orders prior to publication for a 12% discount, both cash or deferred committment puts you on the list.
I find the Energy Prospectus Group (EPG) who hold monthly meetings in Houston and Dallas a very good networking group to belong to. They hold one to two meetings per month where companies they have identified, mostly smaller caps such as MIND make luncheon presentations. They aslo record these presentations and put them or their Web. If you are interested in Oil and gas stocks, these are good meetings to attend or listen to their presentations.
Lou Powers
-----Original Message-----
From: David Galardi <dgalardi@yahoo.com>
To: hgsinvestor <hgsinvestor@yahoogroups.com>
Sent: Wed, Jan 11, 2012 8:14 am
Subject: [hgsinvestor] Is there anything to like in this market?
I will take all comers, but I think the Biotech run is overdue a correction and some other leaders I actually view as defensive... JAZZ, QCOR, etc.
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David Galardi, Pharm.D.