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Gold/Mining/Energy : Canadian Oil & Gas Companies
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To: Richard Saunders who wrote (7953)2/7/2001 3:38:46 PM
From: russwinter   of 24925
 
Important read on long term Calf. gas contracts and a major rerating of NG cash flows.
raymondjames.com

Would seems the best play is Canadian, which will also need to close the differential to US gas producer cash flows. Could we see 5 times cash flow based on permanent $5-$7 gas?

My picks, purchased over last few weeks: PEL, AXL, SGY, CYZa, AOG, KCH and to cover some on oil substitution CED.
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