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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Clappy who wrote (46044)1/9/2002 9:42:51 AM
From: Jim Willie CB  Read Replies (1) of 65232
 
a safe play for natural gas and energy generally: DYN
at $9.2B mktcap, not small, but not large either
they bought up preferred Enron shares this summer/autumn
that gives DYN first crack at 10,000 miles of gas pipelines
Enron's assets are their jewels
not their trading desks, their envied pipelines

as for smaller ones, check Chesapeake Energy (CHK)

as for Gas2Liquids, ask SurfBaron
Rentek (RTK), Syntroleum (SYNM) are players
/ Jim
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