Strictly: Drilling and oil-field services Message Board

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

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To: Roebear who wrote (91506)	6/13/2001 9:33:56 AM
From: isopatch	Read Replies (3) of 95453

Roebear. Think it comes down to stock picking. So many industry observers in the financial community tend to focus on the price trend in an overall sector that it's easy to overlook and miss some great individual opportunities. Although a few of us here correctly and repeatedly called the important decline in the NG market - right at the turn -many months ago, there have been a few excellent performers on the long side in energy during the same period. You've done well with TESOF and I've gotten good results with LOILY, and MWP (which interestingly enough - in light of your post - IS a NG infrastructure play). Only problem with MWP is very light volume makes it inappropriate as a ST trading vehicle. Like LOILY it's a LT holding for me. When I was a broker with one of the major W.S. firms, we used to call such stocks "special situations" to distinguish them from the projected price direction in the rest of their sector or sub-sector. Cheers, Isopatch

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