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To: Archie Meeties who wrote (61596)	1/25/2001 12:50:06 PM
From: pater tenebrarum	Respond to of 436258

yes, the energy sector is doing extremely well...and it's not yet reflected in the prices of most energy related stocks, which seem more informed by the fear that oil prices might fall again as fast as they went up. no danger of that though imo as long as the market remains in backwardation.

To: Archie Meeties who wrote (61596)	1/25/2001 1:21:16 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

Archi..good point on the OSX. If BubbleBoy continues to "reliquify", the already critically tight supplies in oil, NG, and electrical capacity will all red line. Underlying commmodity prices will be higher than anyone expects this summer in MHO. The oil/gas production cycle will be extended for another 12-18 mos. This looks like a high probability play at this point. I've recently bought PDE, KEG and NTG in the services, added some MND (via covered call) in the E&P and XOM in the integrateds. As HB likes to say, the Maestro can print all the paper he wants, but he can't print oil, gas, or electricity (and gold too, but that's another story<G>). Edit: the current "solution" of the Cali-Ute crisis will cause a great deal of forward buying of Natural Gas, which will also prolong the cycle...