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

To: Roebear who wrote (74545)	9/25/2000 12:57:18 PM
From: isopatch	Respond to of 95453

Roebear. Best 3 NG stks: PQUE, ESNJ, SMOP. BUT are more than 3<G>. In the sm cap NG E&Ps, also like Canadian 88 very much and have a large position. Symbol EEE on our AMEX. All hedges come off in a month. Only looks too rich on JimPs spread sheet because investors have discounted some of that big jump in cash flow that's directly ahead. Kicker short to intermediate term are excellent NG prospects they will be drilling in the foothills areas west of Calgary once their increased CF gives them the chips to play with. Kicker LT is the mind boggling potential of that huge offshore Nova Scotia acreage position they own 50% of. Which attracted Kerr McGee (one of the premier deep water players) to take the other 1/2 and run the drilling and operations side for EEE. Sweeeet deal! Year or 2 away before stock starts to discount the excitement, but IMHO has the potential to run the stock into the 20s! LT monster stock here. For the hard core and patient value buyer? NG processor & infrastructure play MWP is very attractive. IMO, MWP is headed to upper teens from current quotes around $9. MWP is a little like TESOF 9 months ago. Care needed with order entry due to lo vol. Not many sellers, so MMs don't usually come down much to fill you at your price unless you are patient & a bit lucky. Good idea to pick up an initial position around current price, then try for a dip to add. I have a large position in the mid-upper 8s. Best Isopatch