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Strategies & Market Trends : Strictly: Drilling II

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To: isopatch who wrote (3233)10/26/2001 12:39:45 AM
From: Frank Pembleton  Read Replies (1) of 36161
 
Isopatch, nice article -- I was looking through some of my earlier posts on the old SD thread to find a conversation we had on some of my LT views ... Anyway, I couldn’t find it ... I believe it was a list of stocks to compliment the trend of the North - South trading pattern of our countries - including Mexico

My long-term buy watchlist besides my predictable babbling about the Alberta oil patch is Canadian Pacific Rail <-- my star candidate IMHO -- I’m also thinking Canadian National Railways might be worth a look, there will be consolidation in this area. The race to build additional systems to support the growing North – South trade between NAFTA partners is inevitable. I also like some of the small utility players like Canadian Hydro developers, which operates a large wind farm in Southern Alberta along side of it’s hydro operations.
canhydro.com

If Canadian Hydro developers is too clean for y'all we do have lots of high-grade coal that can be shipped South via ... you guessed it --> rail.

Regards
Frank P.
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