Big Dog's Boom Boom Room Message Board

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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: energyplay who wrote (17703)	2/3/2003 1:36:36 PM
From: Archie Meeties	Read Replies (2) of 206184

I think the neglected e&p's are ripe to move now - in my post my caution was about ng futures. I think it's late game for them, not the equities. The OSX I'm staying clear of, except for some token positions in VTS, PGO, and TMAR. I'm beginning to wonder if it will be too politically toxic for HAL et al to be racing ahead as GWII rages on and if this mutes the OSX for a while. I'm long these red headed stepchildren; PQUE, TMR, CWEI, CPE, continuing to add today. These are co's that have been left behind, and whose participation in the energy bull is dependent on sustained higher prices. Once the market comes around to this position, they will catch up and probably outperform the standard names.

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