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Gold/Mining/Energy : Canadian Oil & Gas Companies -- Ignore unavailable to you. Want to Upgrade?

To: John Trudeau who wrote (7877)1/23/2001 9:37:54 AM
From: russwinter  Read Replies (1) | Respond to of 24899
 
The real internet/tech play is ironically ENERGY. Huge growth of internet power consumption combined with past massive underinvestment in exploration, tanker fleets, oil rigs, refineries and combined gas electrical plants indicate a major wealth shift is at hand in our economy. NG is an important play on it, as gas plant construction will skyrocket. This is a multi-year play, and I'm seeing Canadian based companies trading at only two or three times times likely 01 cash flows. Two must reads on the subject, as few investors have a clue right now.

raymondjames.com

raymondjames.com



To: John Trudeau who wrote (7877)1/25/2001 9:29:25 AM
From: stan_hughes  Read Replies (1) | Respond to of 24899
 
John Trudeau - Sorry I did not reply to you earlier, I overlooked it in the flap about OEL.

Short answer is I liked it a lot better before it doubled. FWIW I don't own any - the trading in it was always a bit too thin for my tastes.

Congratulations to you, you must be doing very well there.


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