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

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To: Mike K who wrote (179947)	8/8/2013 2:39:55 PM
From: Biomaven	Read Replies (1) of 206201

Appreciate the response Mike - I'll certainly take a look at both the plays you mention. I've generally been cautious on Canadian plays because of the potential impact of the US shale discoveries - it's very hard for me to get a handle on how this disruptive event will eventually re-jigger the whole pipeline, natural gas and natural gas liquids infrastructure in North America. I am looking for some short plays in this area to offset my long positions in midstream and pipelines. Any companies in this field that you see as long term losers? There surely have to be some now that Canada is going to lose major US markets. Peter

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