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Gold/Mining/Energy : Enron - Natural Gas Industry

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To: james s who wrote (55)8/25/1998 11:29:00 PM
From: Geoff  Read Replies (2) of 1433
 
It is great to have a long time horizon ah?

I couldn't agree more. And BTW, we probably are looking at similar long term plays, it's nice to have this much time.

By all means James, go ahead with the link to Wessex water. I am most interested in the water industry now that ENE is in it. I am long ENE for about a year, with average cost of $40/share because of the DRIP (how timely those purchases are!)

Personally I am steering clear of the water utes at the moment, until I learn more about their business. Right now I've gone long on several different companies spread across a wide range of industries that I have a better understanding of. I understood ENE pretty well, until they bought Wessex, now I need to do some more research, but think there may be a good idea in there.

best of luck.
geoff
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