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To: AllansAlias who wrote (17947)9/13/2000 11:17:14 AM
From: IceShark  Read Replies (1) | Respond to of 436258
 
Oh, wahoo just changed their web pages. That must have been the problem for the last couple days. You would think for such big boyz they could do that with out shutting down for most of two days.



To: AllansAlias who wrote (17947)9/13/2000 11:45:16 AM
From: patron_anejo_por_favor  Read Replies (2) | Respond to of 436258
 
Allen--I think the best part of the move is over for the drillers and oil service guys. There may still be some room on the upside as production continues to be maxed out. They've never had a market like this, where demand remains high for a protracted period, though, and that's the wild card. The oil service guys would benefit from more refining capacity in the U.S., for sure.

The group that still has a good move ahead, IMO, is the natural gas exploration and production guys. Keep in mind that if algore gets elected, there will be massive regulations on pollutants, and Natural Gas will be the preferred fuel (as if we have any room to be choosy, LOL). There are some good cos. in Canada that will benefit from a large pipeline link with the U.S. coming on line. I think Archi had a good list of these. I like Mitchell (MND) and also HGT, which is a natural gas royalty trust and is essentially levered to the price of gas in their payments. It's not really a trading vehicle, but a good income producing stock. Another good gas play is KEG, which is a drilling services co. for gas producers.

A good place for more learned opinions than mine is this board on SI:

Subject 12099

Also the RIG message board on Yahoo has some good posters as well, including a guy named "supplyside" who works in the industry.