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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Archie Meeties who wrote (9815)	1/31/2000 1:03:00 PM
From: jeffbas	Read Replies (2) \| Respond to of 78666

Interesting report, "arch". Could you suggest any gas plays that are not large integrated companies? Also, how do you feel about the oil services alternatives like TDW, etc?

To: Archie Meeties who wrote (9815)	1/31/2000 2:39:00 PM
From: Paul Senior	Respond to of 78666

Arch. There's a lot in your post -g-. 1."The marginal pool of flyers contracts when rates increase as airlines pass on higher fuel costs to customers." I don't believe these marginals who are so price conscious that they won't fly if price if too expensive are necessary for bottom line performance. If so, Priceline etc. offer a possibility that if people are flexible, they can get very good prices still. (Assuming the marginal flyer pool has access to computer, appropriate computer skills.) Maybe Priceline increases the size of that marginal pool. 2. I say price of airline stocks already reflects oil price increase. I have no facts to support my opinions. My other opinion is that by the time oil prices come down (if they do), the airline stocks will have made their move. 3. I don't know about "exceptional domestic demand". I have anecdotal indications that more international travel is taking place. Immigrants in the US returning to visit relatives. Higher standard of living overseas letting foreigners visit us on their vacations. 4. Switching to ng. Maybe so. Looked at a couple of co's that distribute gas through their pipeline systems, but stock price too high for me. The link you provided was good -- but a long presentation! Sponsored by a French e&p company specializing(?) in deep-drilling offshore gas. About which they said of natural gas, it would be in long term growth. No surprise there. Something about French logic -- I forget who the guy is they emulate -- but it's different from the way we Americans present our logic (and I forget who we emulate). Whereas we generally present the conclusion first, they start off by developing assumptions and steps and finally delivering the conclusion. What I am saying is -- ya gotta wade through a lotta slides to figure out what the ending's gonna be -gg-. At the end, after about 27 slides, there's a list of other presentations, one of which is evaluting e&p stocks. After wading through that one, here's the concluding slide simmonsco-intl.com Paul