Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Frank Pembleton who wrote (9577)	3/19/2002 9:23:41 AM
From: Cogito Ergo Sum	Read Replies (2) of 36161

Frank, I've always looked at the energy sector as an end of boom cycle play. Jeez, I almost posted that very question here yesterday.....You are not alone there. Boom Boom Room too, as you know lots of posters were bearish until recently. One reason I chose to stay with some well hedged trusts is because there were good arguments on both sides and visibility was heavy fog at best (read I didn't have a clue short to medium term), but I have been bullish for NG long term. I don't get the drop in coal though, hmmm ?!?!. Though declining, isn't most US power generation coal fired still ? Seems very contrary to me. regards Kastel

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