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

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To: JimisJim who wrote (82863)	4/11/2007 2:12:02 PM
From: Dennis Roth	Read Replies (2) of 206181

JimisJim, I'm well aware of Sempra's Baja terminal. Sempra has been in my portfolio for a number of years in large part because of its LNG terminals. One of the risk factors with holding Sempra is its exposure to California politics. Rapidly escalating natural gas prices and electric rates could bring lawsuits and government legal action against Sempra. Californians refuse to believe that they can't have energy cheap anymore and if prices rise it must be a conspiracy.

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