Replies to post #7412 on Value Microcaps Junior Energy

[Bobwins]

No, haven't dug down to that level. All the equipment has to be ordered way ahead of time so there must be a backlog of big orders at the next level down, too. Will do some googling and report back if I find anything. Bobwins

[Bobwins]

couldn't find any clear leads to public pump companies.

[swanlinbar]

SLB nyse, I don't know of any small companies.http://investorshub.advfn.com/boards/board.aspx?board_id=6340

[kipp440]

Nuts - Would you mind summarizing your favorite holdings going into year end?

I am cooking a 24 pound turkey for my extended family today. It takes about 5 hours so I am looking over my investments and thinking of the best way to position for the 4th Q earnings reports (between bastings!). I am with you on Breakwater and Mercer, I also have Tembec, Alexco, First Majestic, and Golden Minerals. I have URG as a Uranium speculative flyer.

I do not have any fracing stocks, nor do I hold any of the dividend paying royalty/trusts I see you mention.

I would be thankful to hear your ideas on the overall markets as well.

Thanks in advance!

Kipp