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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Logain Ablar who wrote (55462)10/10/2000 12:51:47 PM
From: John Pitera  Read Replies (1) of 63513
 
Tim, it looks like the NG stocks may have found there
latest reaction support level.

you know I have listened to Susan Byrne who runs a
fund in Dallas, quite a bit and she influenced my
thinking to be positive on the NG energy stocks.

she has been interviewed in barrons and is on Squawk
Box every month.

She has run through the cash flow numbers on the companies
like DVN, APA, APC, etc.

when she was on Squawk last week she highlighted APA and
went into greater detail about what their earnings and
cash flow numbers would be with 3.50 dollar Natural Gas.

so we went in and bought a bit of APA the next day.

then APA inked the deal with RD and FEG that has helped
the stock.

I mention this as she knows these companies pretty well and
I've been listening to her thinking on these stocks the
past year.

John
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