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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Gary D who wrote (10283)	12/6/1999 12:29:00 AM
From: Mike McFarland	Respond to of 15132

Energy sector...I might suggest one area to avoid... FWIW, I've not found any reason to be in Natural Gas...I occasionally rotate money around in the Fidelity sector funds...been watching...looks like I'll be holding off on the gas fund for at least the next couple weeks. cdc.noaa.gov quote.yahoo.com Buying FSNGX this past March and selling in September?! Counterintuitive.

To: Gary D who wrote (10283)	12/6/1999 4:31:00 PM
From: Justa Werkenstiff	Read Replies (3) \| Respond to of 15132

Gary: I have not put any money in the oil service sector here yet. I have put some into the exploration and production companies. I like Noble here (NBL). It has a large natural gas exposure. That is the risk. Mild winter has been driving natural gas prices lower of late. But they are still off the bottom of last winter and some companies have hedged to the higher gas prices seen earlier this year. NBL is one of those companies. BUT NBL is trading near its low earlier this year. Anything at $21 or less is good deal. They may try to bottom it in the $19s. Target: $30 plus.