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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?


To: Think4Yourself who wrote (64941)4/19/2000 9:26:00 AM
From: SliderOnTheBlack  Read Replies (2) | Respond to of 95453
 
"Q"/ others ? - what's your top 2-3 picks for playing Nat Gas ?

I like BSNX #1, pureplay - unhedged & cheeeep.

Actually I like PXD - allthough pretty "oily"- but cheap on Net Asset Value/Reserve basis and I like their drillbit upside the coming 2 qtrs and it's lagged peers of late.

I was hoping to add HSE - but, its cut & run on the Credit upgrade. NBL BR EOG look to pricey; XTO looks reasonable, but not a screaming buy & I'm looking for screaming buys.

BSNX stands out nearly alone - hence; I'm way over-weighted on these dips to $11/$12's of late - holding little else in mid-small caps in size for a gas play...

FST - I may try to pick up cheap today - maybe the #2 play behind BSNX ? - BSNX has the absolute thickest layer of icing - as its balance sheet is nearly unrivaled in the oilpatch.

Picks ? Comments ?

...also, the mini-majors/integrateds may be the play here E&P-wise; UCL TX OXY KMG