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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Ed Ajootian who wrote (94396)12/7/2007 10:49:02 AM
From: Archie Meeties  Read Replies (1) of 206089
 
Two ideas to hedge against falling NG prices: GGC and POL.

Both companies manufacture synthetics whose input costs are determined by simple alkenes (for example, ethylene). These alkenes are mostly derived from NG.

Both stocks currently discount lack of demand from housing. Both see insider buying. POL has good exposure to international markets, including Asia. Both trading at or near BV.
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