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

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To: russwinter who wrote (37134)	12/5/2004 11:44:56 AM
From: quehubo	Read Replies (1) of 206182

I dont think the oil side will be the weak link. I suspect this week the market will work to send OPEC a message before their meeting on 12/10. Either cut back production or prices go even lower. My focus has been on the gas side, specifically the land drillers. So I am very focused on anything that could slow down earnings momentum at this critical point. Having a weather and price induced reduction in demand this Winter could slow down land drilling. How much of this uncertainty is priced into these stocks now remains to be seen.. Weather... grads.iges.org

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