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Strategies & Market Trends : Ride the Tiger with CD

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To: hank2010 who wrote (25183)	1/21/2005 5:47:48 PM
From: Taikun	Read Replies (2) of 313334

hank, Maybe you have some insight here. I am trying to find out which svc co's may enjoy outsized gains from oil sands investment. Remember, not that much drilling in relation to the size of the asset and CAPEX spending. AB is ridiculously short labor, wanting to import from China and Pakistan. Aside from that political incorrectness, I am trying to figure out who else will benefit. For example: CFT.TO-distributor of tubes, pipes POS.TO related to MLT.TO, if MLT trusts post won't (both owned by Mr. Mullen) SCL.SV.V -construction material (cladding) for pipelines Any others? $61bn+ over 7 yrs. Investors need to get in the way of that! David

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