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To: WWS who wrote (83185)1/1/2001 9:38:26 PM
From: Think4Yourself  Read Replies (1) | Respond to of 95453
 
Price is the only method I see to control demand short of a federal edict. That is why I think it is incredibly foolish to even talk of shorting NG, or UNHEDGED producers at this time. It demonstrates a total ignorance about what is happening and what is about to happen in 1-2 months.

On the other hand, shorting heavily hedged producers could be very profitable. A rising tide may lift all boats but those with holes in them quickly sink back to the bottom. I currently have one producer on my list of potential short candidates, but will be looking at others this month. It will be real obvious who the poor hedgers are when earnings come out.