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To: Tomas who wrote (64520)4/13/2000 7:40:00 PM
From: Archie Meeties  Respond to of 95453
 
Thomas, I have two of the stocks mentioned, RGO and GOU. The preferred on GOU is also nice, perhaps nicer than the stock. GOU also holds a ton of GRL, which is an excellent long term way to play the rapid growth in energy demand in Asia.

If you dive one step lower, and look at small to mid caps in Canada, one can find well managed companies, unburdened by excessive debt trading at 2x current cash flow. I think of them as unexpiring options on natural gas and hold them as a basket.

RRC. I'm sure that those 1.2 million shares mean little, if anything. <g>