Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Frank Pembleton who wrote (10054)	3/26/2002 7:20:42 PM
From: isopatch	of 36161

US energy stocks have been red hot, for weeks. riding a very strong bull move in natural gas. Though I was bullish and loaded up in late Feb, am genuinely surprised at how powerful this rally has been. Like the strong run in the gassers that I played from week before Christmas and sold in early January, this rally gave me a good place to make a lot of money while waiting for the PMs to take off again. And, more than compensate me, if I missed part of one of the gold runs. It's really fun to have two hot sectors to ride. One of them is almost always producing positive results in your accounts. AFA shoulder season is concerned? Am expecting It to be shorter this year with less adds to storage before AC season begins. The unusually cold March we've had in the lower 48 has continued to draw on NG storage more than industry expectations. And we could see another good AGA draw reported tomorrow. Don't know what the commodity services are expecting. But my guess is for a draw of somewhere between -80 and -100 BCF. Regards, Isopatch

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