Big Dog's Boom Boom Room (Moderated) Message Board

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Gold/Mining/Energy : Big Dog's Boom Boom Room (Moderated)

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From: Frank	4/17/2005 11:34:57 PM
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Enerfax cracks me up -- NG is 6.91 and the fundamentals are "weak" -who writes this moronic stuff? -- some of my old students I guess. I thought fundamentals meant supply and demand. Well, in regard to NG there ain't enough supply to meet demand --that is why NG is 7 bucks while storage 20% over last year. Now, where oil goes who knows but NG is facing huge demand and supply constraints -- this tells me own the NG oriented companies --EOG, CHK, KCS, BEXP, MHR---PTEN and GW. So that is where I sit --and wait for the next run --which will be explosive when realization sets in -- Oh, that's right China may explode in 2009 after the Olympics -- well, there are a whole bunch winters and summers til then so I'll take my chances- took a lot of profits but still strongly in the key NG focus stocks--only the third inning and top of the order coming up with earnings ---Frank

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