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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Dalin who wrote (39320)7/24/2001 12:29:45 PM
From: Jim Willie CB  Read Replies (4) | Respond to of 65232
 
chip book/bill ratio went from depression to near depression levels
it didnt get worse, at least

where is the nonsensical rally on the bad news?
with the common tired refrain
"it cannot get any worse"

B/B can remain down low for some time

I think methane producers are the best bet here
Dominion Gas, Burlington Resources, Chesapeake Energy
D, BR, CHK
with over 80% of all new electric generator plants to run methane
and with methane in short supply
the Calif problem is simply quiet, not gone
these are safe winners imo
esp AFTER the economy perks up
/ jim