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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: marty009 who wrote (3147)	3/8/2002 1:53:06 PM
From: Crossy	Read Replies (1) of 37387

Marty, thx alot for your perspective.. you add alot of insight .. However I think I mentioned Debt/Equity ratios in my pamphlet just didn't give it a "full scale" treatment.. But your ending clause is the REAL WAY to look at the problem of debt in this situation: "DEBT- It can add leverage during higher energy prices, but is a killer when prices remain low". Well I should add that in the situation of chornic supply shortages (and Hubbard's Peak is forecasting just that) prices will go a lot higher. Maybe to $30+. In this context debt won'T matter anymore. The scarcity of the bottleneck - in this case the producing assets (reservers) would be the only thing that matters.. you could read my oil valuation pamphlet in another light also - avoid big Integrated oil besides Philips Pete if you play the oil shortage game. Exception: TNT (Think they are called Tatneft) in Russia... best rgrds CROSSY

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