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Gold/Mining/Energy : Shale Natural Gas, Oil and NGLs and ESA

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From: Paul Senior2/5/2011 1:05:01 PM
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Interesting article on how railroads may play a part in shale oil transportation:

reuters.com

Looking at these transport companies, they seem to be either privately held, or else the stocks of the public companies are close to new 12-mo highs - which discourages me from considering them now as buys.

I have recently added though small amounts to small positions I have in the large e&p's -- for example HES and EOG mentioned in the article.
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