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.
Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: Second_Titan who wrote (2859)4/4/2001 7:48:08 PM
From: excardog  Respond to of 23153
 
007

No I just read the free stuff. I'm with Schwab and they don't put out research to my knowledge. Leaves it up to the old dog to sniff out ideas.

As far as fuel switchers goes the heavy demand for distillates of late is probably due to the switchers IMO. Now as the refiners switch over to gasoline this could create some switching back to gas..... maybe. Ergo we could see some puzzling AGA numbers over the next couple months.

I'm standing by my prediction that we will see 2 more gas spikes this year. One during Summer and then again next winter. How our stocks will be affected is another matter. I've got most my stuff now selling at less than 2 times this years cash flow which should be considered cheap but in this market who knows.

Still 100% long in energy. No margin so I'm still sleeping well.

Hope all is good with you.