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Politics : High Tolerance Plasticity
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To: jim_p who wrote (4784)5/21/2001 7:33:49 AM
From: chowder  Read Replies (1) of 23153
 
Jim, thanks for all of the work you've done on KWK. I must admit, it opened my eyes.

I suspect we'll have several shorting opportunities on this next leg up, assuming it continues.

Oil is still rising, natural gas is down slightly in overnight futures and gold is up significantly in overnight futures, up over $3 an ounce.

It'll be interesting to see this week's reaction to the inventory reports. Will we see weakness in the E&P's? Will we see analysts starting to downgrade some of the energy stocks due to higher valuations? In the coming weeks, how will energy stocks compare with their comparative quarterly earnings? Will we see an increase in production? Are there any further mergers coming?

Lots of questions to which we'll soon have some answers.

I already have a small short position in KWK. I may be a little soon, but based on the work you've done, if natural gas prices come down, KWK looks like it may come down harder.

Thanks for your efforts.

dabum
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