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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (28632)10/19/2007 10:39:11 PM
From: Spekulatius  Read Replies (2) of 78744
 
XEC, Kurt has been bullish on XEC for a couple of years. He sometimes get's it right and sometimes he doesn't. It is in fact one of the cheaper NG stocks, with a valuation of about 2.5$/mcfe in the ground.

FWIW I am very bullish on North American NG. The gap to oil keeps on widening, with gas at 6$/mcfe, the energy cost /BTU is only 425 of the equivalent value for oil. Can this continue LT - i think not. I don't own much in this space, what is the best way to play on NA NG. I do not like many of the producers that much. Perhaps the shovel plays are better, i down own some NBR, CPX and GW and think about stocking up those positions.
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