SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: Ken W who wrote (22717)12/7/2000 2:27:51 PM
From: JoeinIowa  Respond to of 29382
 
Its the Internet driving NG costs. Ahhhh.






Title:
Ken Hoffman, Orbitex Asset Management

Author:
Carolyn Anne

Report
Source:
Ken Hoffman
(Added 12/7/2000 10:51:42 AM)

Categories:
Stock Picks



Email link to this Article



Article:
Ken Hoffman, Orbitex Asset Management, Explains Gas Shortage

Demand for electricity has soared due to the Internet.

1,000 power plants are under construction and all will use natural
gas. Current supply is insufficient.

As a result the price has soared and stayed up.

Investors don't want to put a big bet on natural gas, so stocks
haven't done all that well.

Cash flows are outstanding, and many of these companies are
trading at one times cash flow.

He advises investors to buy companies that have at least 90% of
revenues from natural gas.

STOCK PICKS:

TMR, CHK, XTO are his picks in this area.



To: Ken W who wrote (22717)12/7/2000 2:38:42 PM
From: JoeinIowa  Read Replies (2) | Respond to of 29382
 
Ken,

Take a look at EXLT as a possible short entry. They like to lose money also but they have signed some big contracts. Kind of the e-toys plan of more sales/more losses.

Joe