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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Big Dog who started this subject11/9/2002 9:31:28 PM
From: quehubo  Read Replies (1) of 206099
 
Damn strange environment to invest in today. The NG Bull seems ready to run for 24 or more months. My guess is peak valuation will be had within 12 months.

But this damn Iraq will be hanging over energy like a ton of bricks. I dont see any discounting of NA NG directed stocks like PDS PTEN NBR BJS WFT. But offshore drillers seem the most exposed. Perhaps that is reflected in DO GSF RIG NE already.

If this time next year there is an new regime in Iraq, chances are investment activity will be directed to land activity to increase Iraq's production and transportation activities.

So if Iraq has a friendly regime installed this Spring, where do we benefit?

Majors? XOM

Service? HAL :-), WFT BJS,

For my own selfish reasons I hope Saddam reads the writing on the wall complies and disarms.
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