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

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To: jim_p who wrote (76555)10/17/2000 6:21:55 PM
From: diana g  Read Replies (3) of 95453
 
How To Play NG
Hi Jim, With signs evident that Texas NG production is increasing (expectedly, in that NG drilling increased first there) and the results of the large widespread increase in NG drilling yet to come, your comments on flush production make good sense to me.

The question is how to play it.
I would not be surprised to see a big sell-off in the NG focused E+Ps before Spring.
---But when?
Between now + year end to rotate into tech?
Just after the new year for tax reasons?
Or as NG spikes in January February cold spells?
Other?

What do you think?
(All opinions solicited)

regards,
diana
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