Canadian Oil & Gas Companies Message Board

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Gold/Mining/Energy : Canadian Oil & Gas Companies

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To: oilfinder who wrote (5442)	9/28/1998 6:57:00 PM
From: Gordo	Read Replies (1) of 24921

Kerm, Have just come across this thread as well as Kerm's Korner, and I have been impressed by the amount of information, the depth and quality of your analysis, and obviously the amount of time you are dedicating to keeping it up to date. Thanks so much - it is contributors like yourself that make discussion forums like these work so well. I currently hold only two Canadian O&G stocks in my portfolio - Upton Resources and K2 Energy (the latter of which I view as a speculative play on the potential of large gas pools being discovered on the Blackfoot lands in Montana). I noticed in your recent portfolio update, you sold of your position in Upton. What is your current view on URC, and what is your rationale behind your sale (I noticed that URC announced a normal course issuer bid today as well). In addition, the contrarian in me believes that good value can be found in the out-of-favor Canadian O&G sector, particularly in companies with large exposures to natural gas. What are your current favorites for pure natural gas plays? Thanks in advance. gord

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