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To: double-plus-good who wrote (50212)	9/1/1999 1:18:00 PM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

double+ - nice strategy & good picks... did you get any EEX earlier ? BELW is a sleeper - be patient.... you stold it.

To: double-plus-good who wrote (50212)	9/1/1999 2:52:00 PM
From: Wowzer	Respond to of 95453

double-plus-good - <<do you keep any enp shares in your long term box? >> Yes and no, I have been maintaining about a 30% exposure to these guys, but I do sell half positions when they pop for 20% and the other half after another 20% and go and purchase some other laggard. Granted I don't have a real good understanding of reserve accounting, but these $5 and under E&P's balance sheets are horrible to say the least. So I tend to trade em thinking natural gas will lift all boats or sink em depending on the price. That being said, it seems like we have a flavor of the week making for good trading opportunities. So far it has worked out very well for me. Also since I have not done the same amount of DD as say Ken or Slider, I just feel more comfortable taking profits when in hand. I know I will miss the home run one of these days, but I am happy hitting singles and doubles. My current natural gas stocks are: HGT BELW TMR RRC XTO and EEX, subject to change at a moments notice (VBG)