Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: isopatch who wrote (10643)	4/12/2002 12:29:42 AM
From: nspolar	Read Replies (1) of 36161

iso, what is your read on NG here? What happens if the NG supplies are down because of lack of drilling, but demand falls hard again due to a serious second dip, and crude tanks upon a ME settlement? Not trying to be a bear. Just thinking of possibilities. On the other hand ... Guess it just doesn't make sense to commit too much powder until it is more obvious, huh? Have any thoughts on defense sector stocks, after the market bottoms here, or is their time in the sun already somewhat past us? My dog is going nuts. Driving me nuts. A couple of moose are out in the front yard having some snacks.

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