Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Frank Pembleton who wrote (1202)	9/7/2001 9:09:17 PM
From: Cogito Ergo Sum	Read Replies (1) of 36161

Hey frank, Kastel, I haven't skirted your question on energy issues Oh you shirker you LOL. the economy hasn't shrunk has badly as the stock market has been telling us It's not done yet, example the employment stats today. However I am not sure either. I'm thinking we may enter a period where share price appreciation is not there. Dividends may be king. It's happened before. Hence my interest in what I call my 'relaxing' portfolio :o) There really hasn't been a big increase or decrease in consumption. Won't increased power usage be reflected more in NG than coal, meaning coal use alone is not an accurate gauge of the health of the economy. Kind of like coal for the base supply, NG or OIL for peak supply, and then more coal iff there is not enough NG/OIL or it is too pricey? But the bottom line (your point about me becoming neutral) is as you say NG usage will pick up regardless. Since I'm still really uncertain about the economy though I'm looking at starting something new with the trusts. Not betting the farm, but a substantial foray is coming I think. regards Kastel That cute and cuddly Canadian

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