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

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To: isopatch who wrote (71135)8/17/2000 6:36:10 PM
From: isopatch  Read Replies (1) of 95453
 
Good article to help us connecting the dots: Internet Use + > Electric Use + > NG demand + > VBG!

ogj.pennnet.com

IMO analysts, who are STILL their forecasts on pre-web econometric models, will continue to underestimate the power of this secular Bull Market in the NG industry, driven increasingly by the emerging secular uptrend in demand for electric power.

In my experience in the investment game, the most powerful and potentially explosive of the LT sector bull markets are always those were the analyst community is continually behind the curve and increasingly forced to scramble playing catch up with their earnings and CF estimates.

And IMVHO, that's exactly what we are staring in the face of going forward in the years ahead with NG related investments. Huge fortunes are going to be made, long term, in the right stocks.

Makes me wish I had more chips to play with<G>. Because this is really going to be something! Just don't be late in chasing the rallies and get discouraged when a dip hits. We will get those shakeouts to keep the froth from getting TOO thick, till near the end. And my guess is that final parabolic rise is a long way off.

Cheers


Isopatch
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