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Oil Well Services & Equipment Market Industry
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NYSE:HDYHyperdynamics Corp.
 Hyperdynamics is an oil and gas exploration company that utilizes its integrated technology infrastructure to provide support to its wholly-owned subsidiaries, SCS Corporation (SCS) and HYD Resources Corporation (HYD). Co.'s management has two reportable segments: ("SCS") and its Louisiana operations ("HYDR"). SCS is engaged in oil and gas exploration activities pertaining to offshore Guinea, West Africa. Additionally, it provides seismic data transcription and management services to support its activities and to external customers. HYDR is engaged in oil and gas exploration and production activities in Louisiana, USA; it also provides some oilfield services to external customers.
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NYSE:TLPTransmontaigne Partners
 Transmontaigne Partners is a refined petroleum products terminaling and transportation company. Co. provides integrated terminaling, storage, transportation and related services for companies engaged in the distribution and marketing of refined petroleum products and crude oil. Co. handles light refined products such as gasolines, distillates and jet fuels; heavy refined products such as residual fuel oils and asphalt; crude oil; chemicals and fertilizers. As of Dec 31 2006, Co.'s assets included seven refined product terminals located in Florida, a 67-mile, interstate refined products pipeline, as well as 12 refined product terminals located along the Mississippi and Ohio rivers.
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Investing by Industry or Market Sector employs non-emotional, numbers driven, value-based industry, sector, and country rotation techniques, that, unlike conventional stock picking methods, focuses instead on identifying and capitalizing on theme movements in the well identified industries & market sectors.

Primarily, this active-asset methodology recognizes that advances in financial markets are defined by "themes", or led by asset classes, industries, and countries, with each advance distinguished by specific sector-driven themes. Employing a disciplined research and valuation process these "themes" are identified so that Portfolio's can be created and/or adjusted toward the most attractive sectors.

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