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Gold/Mining/Energy : Canadian Oil & Gas Companies

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To: John Trudeau who wrote (7877)	1/23/2001 9:37:54 AM
From: russwinter	Read Replies (1) of 24899

The real internet/tech play is ironically ENERGY. Huge growth of internet power consumption combined with past massive underinvestment in exploration, tanker fleets, oil rigs, refineries and combined gas electrical plants indicate a major wealth shift is at hand in our economy. NG is an important play on it, as gas plant construction will skyrocket. This is a multi-year play, and I'm seeing Canadian based companies trading at only two or three times times likely 01 cash flows. Two must reads on the subject, as few investors have a clue right now. raymondjames.com raymondjames.com

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