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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: diana g who wrote (84727)1/21/2001 1:03:48 AM
From: Douglas V. Fant   of 95453
 
diana g, Glad to hear that NG treated you well this year! Re NGL's- There are few companies that specialize in NGL's except Duke, Warren, someone help me- the big spinoff of Phillips.

One kind of parallel play might be the products pipeline boys and girls. I think of folks like Kinder Morgan. K-M is seen more as a gas-to-power play, and in that vein I'd wait and see if we get a westwide (WSCC/WIO)cap on electricity prices in order to assist California. G-to-P stocks might dip including Kinder Morgan and then offer a good entry point...
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