Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Art Bechhoefer who wrote (18241)	9/4/2002 5:00:37 PM
From: Roebear	Read Replies (2) of 36161

Art, I may be turning into a value investor like you, but I also like energy here, though I am no doubt early. There are a lot to pick from, many have high short positions which could make for some interesting days ahead with the variables of war and weather. I believe these shorts will get burned badly before New Years, but that's just my humble opinion. I prefer gassers. Also JMHO, the only cause for worry is high debt levels, which CHK has. Might be worth a spec position, but I'd stick to more solid balance sheets for most of my positions. Sorry I can't speak specifics right now, am accumulating some thinly traded ones. I don't believe this sector deserves to be traded at these prices. BTA, what I think doesn't matter, Roebear

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